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.
AIMkts interviews ACE Portal’s CFO on Private Investing
In this podcast, Accredited Investor Markets Radio host Chris Cahill sits down with ACE Portal CoFounder and CFO, Carl Torrillo, to discuss democratizing access to capital for deserving companies and, in turn, democratizing access to deal flow for investors. The interview begins at 5:39 in the podcast.
In this interview ACE Portal’s CEO, Peter Williams, interviews Michael Zeuner, a Managing Partner at WE Family Offices, which is a Multifamily office for 65 US based families with an aggregate of $3.2 billion in assets with WE Family Office.
Entrepreneurs and investors have a growing interest in building and funding companies that integrate people, planet, and profit. But despite market demand for goods and services with environmental and social value, startup ventures based on these values are typically perceived as higher-risk or lower-return, and often struggle to maintain their unique identity as they trade equity for capital.
Crowdfunding can be a powerful tool that enables a socially responsible company (SRC) to overcome these challenges, resulting in more and better opportunities for socially responsible investing (SRI). But how does the power of “the crowd” empower new startups and reduce risk for investors? Read More
In this interview, ACE Co-Founder & CFO, Carl Torrillo, discusses the concept of ‘transaction readiness’ with Jeremy Swan of CohnReznick. Jeremy covers a range of topics to help you prepare your business for a potential investor or suitor and discusses why this can be important strategically–even if you are not immediately contemplating a transaction. To quote Jeremy: “if you’re not ready when a suitor comes knocking, then it’s too late.”
You should use digital communities or online portals to help you raise capital because that’s what everyone else is doing. Seriously. It’s a numbers game…
In a world where capital seekers and investors are already congregating online to find one another, following your peers into the online fundraising world not only makes sense, it’s a key business imperative. Read More
If you’re marketing your next (or first) big fund or deal – we know that you’re probably wondering about crowdfunding, deal portals, TPMs, investment banks or taking the family office route as some of the best angles to get funded. Chances are you’ve already done at least one of these in the past on a prior transaction or are contemplating them right now.
The questions to consider in pursuing the great balancing act of marketing your deal in 2014 and 2015 are designed around what best practices to use to successfully complete your raise, do it in an efficient manner, and be safe in your approach. Read More
If a person is sick, they see a doctor. If a person has legal troubles, they see an attorney. Logic would then suggest that a person in need of financial planning would seek the assistance of an investment professional.
This maxim however is not always adhered to within the anomaly that is the capital markets. Rather, it is tested each and every time technological innovations are made. From day-trading to house-flipping, technology advancements seeking to improve market efficiencies often drive an unintended corollary whereby individuals are tempted to disrupt or replace the entire market infrastructure. Call it hubris or ignorance, but there is something deep in the American psyche that murmurs “I am a savvy investor or entrepreneur and I don’t need professional help engaging the market!” Read More
David Garrity, Principal at GVA Research and a Managing Partner at Whitemarsh Capital, talks with Jason Behrens, the ACE Portal General Counsel, about the evolving paradigm in today’s capital raising environment. They cover:
Access to capital vis-a-vis the JOBS Act
Issues of adequate due diligence
The role of technology and platforms in facilitating better information disclosure and investor protections
How broker-dealers are reacting to changes facilitated by the JOBS Act
Why investment banking activity is consolidating and the potential problems that this creates for capital raisers
Shortcomings of the JOBS Act relative to compliance, due diligence, and protection
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