
Episode 56 – Dilution in Syndications and Funds
Key Takeaways: Transcript Why Dilution Is Always the First Concern When one of my clients calls me and they want to make changes to their

Key Takeaways: Transcript Why Dilution Is Always the First Concern When one of my clients calls me and they want to make changes to their

Key Takeaways: Transcript The Valuation Challenge in an Open-Ended Fund One of the challenges with an open-ended fund is the moving valuation of the company’s

Key Takeaways: Transcript Understanding Open-Ended vs Closed-Ended Funds What is the difference between an open-ended fund and a closed-ended fund? Either in private equity or

Key Takeaways: Transcript Evaluating Investment Ideas Through a Legal and Market Lens I see a lot of investment ideas. I get a lot of information

Key Takeaways Transcript Direct investment, specified pools, or blind pools: there are three different strategies for what you’re going to do with the money you’ve

Key Takeaways Transcript Two Core Investor Types in Syndication There are two kinds of investors in the world, and how you put your founder investment