July 15, 2026 Startup Cap Tables: What Your Ownership Percentage Really Means Your ownership percentage may overstate or understate what your startup equity is actually worth...
June 2, 2026 The Venture Capital Pitch Deck Playbook Venture capital pitch decks can be persuasive, but investors should evaluate net returns, fees,...
April 20, 2026 Private Company Tender Offers: How to Decide What to Sell A tender offer is not just a chance to sell - it's a high-stakes decision about concentration...
January 31, 2026 Private Credit Investing: Risks, Returns, and Who It Actually Fits Private credit can offer income and diversification, but its illiquidity, risk structure, and...
January 27, 2026 Why 24% IRR Isn't as Impressive as It Sounds A high private-market IRR can look impressive, but without understanding liquidity, fees,...
October 22, 2025 Private Markets Are Getting a Makeover: What 2025 SEC Reforms Mean for Startup and Angel Investors Introduction: A quiet revolution in private investing Many people consider regulation...
July 29, 2025 How SAFE Agreements Work—and Why You Shouldn’t Sign One Blind Startups are a high-risk, high-reward arena. As a seasoned financial advisor with decades of...
