A recap of last year’s Milken Institute panel on Entrepreneurship and job creation that still rings true today. The panel features ACE Portal’s CEO, Peter Williams.
In the post-financial crisis economy, start-ups and small businesses have struggled to access the capital necessary to create jobs. Credit markets have tightened, traditional early-stage equity investors are risk-averse and public market IPO activity has contracted. What can we do to improve the financial landscape for launching businesses? What changes to securities laws and innovative approaches, whether technology, government, or investor-based, will free up capital, and what can be done to develop entrepreneurial hubs and ecosystems across the country?
Start-Ups have been around for a long time. Traditionally, they have been local enterprises run by small business entrepreneurs. Today, however, thanks to the Internet’s global reach, entrepreneurs have the ability to tap networks and establish Start-Up operations all across the world.
Recognizing the potential of international markets, global IT development teams and other types of human capital, Start-Ups are emerging in areas beyond the typical US breeding grounds of Silicon Valley, Boston, New York, Washington, D.C. and Dallas. An increase in technical innovation and start-up activity is now also being seen in cities such as Bangalore, Helsinki, London, Shanghai, Singapore, Sydney, Tel Aviv, Toronto and Zurich.
No matter what the geographic origin, decisions made by Start-Ups at their earliest stages are likely to be among the most critical – as these decisions will impact their future ability to raise funds, engage in mergers or other business transactions, as well as impact their tax position and that of their outside investors. Read More
This is a replay of a Milken Institute thought leadership panel from last year focusing on the role of online platforms in the capital raising platform–both in terms of institutional capital raising, crowdfunding, and P2P. It features ACE Portal’s CEO, Peter Williams, in addition to Angel List, Prosper, Indiegogo, & Guggenheim Venture Partners.
Joe Bartlett, of VC Experts, weighs in on indemnification provisions within the role of placement agents raising capital for alternative funds and speculates that they really just foster a circular flow of funds when exercised. This logic begs the question: Does the way these provisions are constructed render them meaningless?
The fund raising process for most of the private equity funds…venture, leveraged buyout, secondary and others…is an arduous business. Alan Patricoff remarked several years ago that after he split from Apax to form Greycroft it took him, a Hall of Fame venture capitalist, three years (as I recall) to reach a final closing on the fund he was sponsoring. Accordingly, it is customary for funds to employ experienced placement agents to assist in the fund raising process. Read More
In this episode of Insights, ACE Portal’s Co-Founder and CFO, Carl Torrillo, discusses trends in financial technology (fintech) investing, valuations, and average investment size with Ross Barrett, Co-Founder and CEO of VC Experts.
In this interview Michael Zeuner, a Managing Partner at WE Family Offices, discusses the renewed appetite among family offices for direct investing. Michael’s discussion with ACE Portal’s CEO, Peter Williams, is wide-ranging yet succinct. They cover why families are gravitating from private equity into direct investing, fee arrangements within transactions, sourcing deal flow, conducting expert due diligence, and organizing amongst families.
About WE Family Offices
WE Family Offices is a different kind of wealth advisor. WE stands for Wealth Enterprise and the core of their work is based on the simple tenet that families who are able to successfully manage their wealth do so as they would a business. They build Wealth Enterprises.
Founded on a set of core beliefs, their mission is to work with each client – each different, each complex in their own way – to offer them insight into their wealth management, give them the information they need to make critical decisions, and support to manage their wealth successfully. It’s about control. It’s about clarity. It’s about knowing where you are in relation to your goals. At your level of wealth they understand it can be overwhelming, but WE Family offices is here to help.
Editors Note: Gerard is a well regarded Angel Investor and thought leader in early-stage investing in Toronto, Canada. As a result this piece not only has interesting commentary on potential trends in 2015 from the conference he attended, but it also has interesting comparisons of the U.S. vs Canadian startup scene.
Having returned from The Future of Money and Technology, a FinTech conference in San Francisco, I had some thoughts on trends as we embark on 2015 for financing and growth of start-ups. There were clearly several trends in addition to Bitcoin and other cyber currencies that emerged in the various panels. In summary those trends are dominated by a focus on big data, regulatory changes in capital formation, an increase in investment by strategic investors or mainstream companies like Citi Ventures and the evolving collaborative consumption economy and the start-ups it is spawning like Instacart of which there are 387 listed for investment on Angel List. Read More
Jeremy Swan, a Principal with CohnReznick’s Transactional Advisory Services, breaks down the findings from his firm’s Middle Market Pulse Study covering economic outlook, growth prospects and capital raising in the Middle Market. The survey involved 300 C-level executives located in 40 US states.
Just before Thanksgiving, ACE Portal in conjunction with our partner, VC Experts, hosted an intimate panel discussion on ‘The Growth of Private Company Investing: The Importance of Online Platforms, Accurate Data, and Robust Analytics.’
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