SuperAngel.Fund

MARCH 24, 2023

Special Purpose Vehicles (SPVs) & Syndicates (2015) A few years later I received a call from a friend looking to sell shares in one of his high-performing angel investments that he had made a few years prior. The following year I completed four more SPVs with a dozen new partners, investing an additional $840,000.

Angel Investors 59

Angel Investors Due Diligence Legal Startups 59

The Motley Fool

AUGUST 3, 2023

The tax-efficient net unrealized gain on our equity portfolio now stands at $5.4 Our effective tax rate for the first half of 2023 was 21%, compared to 22% in the same period last year. billion for the year, up 7% from last year, while generating pre-tax operating income, $325 million. billion, compared to $4.2

Liabilities 100

Liabilities Asset Management Shareholders Capital 100

The Big Picture

OCTOBER 31, 2023

I’m I’m thinking about the tax consequences of what you just said. I was 00:37:42 [Speaker Changed] Just thinking of the, the tax consequences of having to sell the privately held shares out into the market and then someone else in the same, under the same roof goes out and buys those publicly shares.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Motley Fool

FEBRUARY 13, 2025

We held our team together throughout the downturn to be able to capture deal flow when markets returned and our investment sales team's efforts in the back half of 2024 were fantastic and set us up very well for 2025 and beyond. Walker -- Chairman and Chief Executive Officer It was standard deal flow.

Assets 130

Assets Asset Management Financing Finance 130

The Big Picture

MAY 16, 2023

RITHOLTZ: So your Social Leverage is deal flow connections, access to start founders, access to capital… LINDZON: Low capital requirements. I remember it’s 2015, but I wouldn’t swear to it. How do I go about protecting this giant pool of capital and how do I not get killed tax wise? RITHOLTZ: Right.

Hedge Funds 116

Hedge Funds Leveraging Venture Capital Financing 116

The Motley Fool

NOVEMBER 9, 2023

They are well behind, but they aren't losing deal flow to other capital sources. What we are seeing in this challenging fundraising environment is that investors value Walker & Dunlop's access to deal flow and banker/broker distribution network as deals get harder and traditional sources of capital move in and out of the market.

Asset Management 100

Asset Management Deal Flow Assets Financing 100

The Motley Fool

JULY 18, 2024

I have personally been active in this field since 2015. There's also a variable around the sort of the level of deal flow a year ago and the benefit that comes from buying those funds at a discount to the fund returns in the short term. But long term, overall, it is an outstanding track record.

Assets 130

Assets Financing Finance Management Fees 130