Centralized online access to the private capital markets.

Fueling American Entrepreneurship

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?

Crowd Capital and Online Finance

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.

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The Renewed Family Office Interest in Direct Investing

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.

Raising Capital for your Startup – Legal Considerations for both Founders & Investors

In this second segment of a two-part series (see Part I – “Answering Common Legal Questions When Starting Your Startup), ACE Portal’s General Counsel, Jason Behrens, and Evan Bienstock, a partner with Mintz Levin, discuss several key terms and considerations that are applicable to start-up capital raises.

For anyone who has just formed a new company, is beginning to consider capital raising for their company or is interested in start-up financing generally, this interview is particularly informative.

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Your Deal But My Terms – A Primer on Private Market Terms & Conditions

In this episode of Insights, ACE Portal’s Co-Founder and CFO, Carl Torrillo, discusses deal terms and conditions with Ross Barrett, Co-Founder and CEO of VC Experts.  The interview drills down into areas of interest for private market investors.

Specific topics covered include:

  • Anti-dilution provisions
  • Valuation considerations
  • Maintaining management incentives (the law of unintended consequences)
  • Dividend rates (accrued or not)
  • Covenants and Board Rights

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