The Motley Fool

JULY 26, 2024

You often have to be an accredited investor with a high income or over $1 million of investable assets before you're allowed to invest in a hedge fund or certain real estate investment trusts (REITs), for example. Some of these companies might turn out to be the next big thing in tech and become worth billions of dollars.

Securities and Exchange Commission (SEC) 239

Securities and Exchange Commission (SEC) Hedge Funds Venture Capital Accredited Investors 239

The Motley Fool

DECEMBER 5, 2024

Can everyday investors put their money to work in SpaceX stock? For the company's roughly 20-year history, the answer has been "sort of." SpaceX has an estimated valuation of more than $200 billion but isn't a publicly traded company and has no immediate plans to go public. Can you invest in SpaceX through the Cosmos Fund?

Accredited Investors 130

Accredited Investors Mutual Funds Exchange-Traded Funds Investing 130

The Motley Fool

OCTOBER 1, 2024

For example, the XRP trust will only be open to accredited investors, and will trade over the counter. Thus, regular everyday investors will not have access to it. Right now, Ripple Labs (the company behind the XRP token) is not out of the woods when it comes to its battle with the SEC. There are drawbacks, to be sure.

Accredited Investors 245

Accredited Investors Stakes Assets Investment Firms 245

The Motley Fool

APRIL 20, 2024

Private equity and venture capital firms typically have access to investments that are not available to everyday investors. Well, to put it simply, these funds raise capital from ultrahigh-net-worth individuals called accredited investors. Just as with public companies, valuations in start-ups can fluctuate.

Accredited Investors 235

Accredited Investors Venture Capital Initial Public Offering New York Stock Exchange 235

The Motley Fool

FEBRUARY 27, 2024

million daily active users, the company undoubtedly faces fierce competition among other social media applications. These forms are intended to provide fairly comprehensive information about a business and its key investors and relationships. Within the company's prospectus, the name of one investor really stuck out.

Stakes 245

Stakes Accredited Investors Conglomerates Initial Public Offering 245

Private Equity Professional

SEPTEMBER 20, 2023

Hartford Funds has launched Hartford Schroders Private Opportunities Fund (HSPOF), a new fund for accredited investors that will invest in private equity. HSPOF will invest both directly and through co-investments in small- and medium-sized buyout and growth companies that have enterprise values from $50 million to $1 billion.

Accredited Investors 130

Accredited Investors Funds Enterprise Values Buyout 130

This is going to be BIG.

APRIL 10, 2015

To benefit from the explosive growth of companies like Uber, Airbnb, Dropbox, etc, you had to fit in either one of two categories: be an angel investor already in an inner circle of experienced angels and entrepreneurs, largely located in Silicon Valley, or be an investor in a venture capital fund that backed those companies.

Venture Capital 128

Venture Capital Accredited Investors Returns Capital 128

This is going to be BIG.

APRIL 1, 2015

I''ve had the good fortune of investing in standout companies like Canary, Tinybop, Floored, Orchard, and Ringly, just to name a few. So, unfortunately for everyone else, including my existing investors in Fund I, there is no opportunity for anyone else to invest in my second fund. I''ve said before that I wouldn''t take on a partner.

Accredited Investors 166

Accredited Investors Investors Stakes Funds 166

This is going to be BIG.

OCTOBER 14, 2015

Circles are separately managed private funds that invest in companies on the CircleUp platform. They are intended to provide investors an alternative to direct investments in companies. The fund will make investments on their behalf in select companies on the platform.

Accredited Investors 129

Accredited Investors Funds Investing Leveraging 129

The Motley Fool

SEPTEMBER 20, 2023

The move comes as investors are digesting the company's announcement of a new capital raise. Shares of the Canadian cannabis company are still up about 100% in just the last month, though that is after a significant drop from its recent peak. It jumped almost 11% in early trading, but reversed course with shares down by 10.6%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accredited Investors Shareholders Capital 130

The Motley Fool

JUNE 10, 2024

The deal will supply the REIT with cash to repurchase stock while providing both companies with a growth platform. Each company contributed $1 billion to the company, which will invest in climate-positive projects. The company currently sells for less than 21 times its forward price-to-earnings ratio (P/E).

High Net Worth Individuals 130

High Net Worth Individuals Accredited Investors Asset Management Assets 130

Private Equity Wire

DECEMBER 15, 2023

Apollo Asset Backed Credit is structured as an operating company rather than an investment fund, a step that may allow it to take in more money from individual retirement accounts. Apollo in June filed to create an infrastructure investment company that has a similar setup. Apollo Global Management Inc. Apollo Global Management Inc.

Accredited Investors 98

Accredited Investors Investing Assets Accounting 98

Private Equity Wire

SEPTEMBER 28, 2023

The new strategy is in response to increased demand for private credit investment opportunities from Altriarch’s network of institutional and accredited investors, including RIAs, foundations, endowments, pension plans and family offices. Having previously served as a Managing Director with Dyal Capital Partners.

Accredited Investors 98

Accredited Investors Funds Asset Management Finance 98

The Motley Fool

NOVEMBER 22, 2024

All that demand is generating plenty of excess revenue for Nvidia and the company is looking for ways to put that money to good use. One way Nvidia capitalizes on these added funds is by making strategic investments in companies that help spread the adoption of its products. It generated nearly half the company's revenue last quarter.

Accredited Investors 130

Accredited Investors Investing Enterprise Values Amortization 130

The Motley Fool

SEPTEMBER 12, 2024

The gain came after the clinical-stage biopharmaceutical company revealed that it entered into agreements with several biotech institutional and individual accredited investors for the sale of over 10.3 Investors were undoubtedly especially glad to see key insiders agree to buy more Summit Therapeutics stock.

Accredited Investors 100

Accredited Investors Accounting Returns Investors 100

The Motley Fool

JULY 26, 2024

Like a typical mutual fund , it pools the money of investors, and its managers decide how to invest that money. Here are some more things to know about hedge funds: Typically, only accredited investors can invest in hedge funds. JPMorgan Chase is an advertising partner of The Ascent, a Motley Fool company.

Hedge Funds 130

Hedge Funds Mutual Funds Accredited Investors Funds 130

This is going to be BIG.

SEPTEMBER 18, 2019

I believe that the next generation of top companies are far more likely to be founded by people not on VC radars today. You passed on investing in my company but you still made an investment in my leadership and I'm deeply appreciative.” I generally accept any invite to speak or answer questions in front of a public group that I get.

Venture Capital 96

Venture Capital Accredited Investors Capital Best Practices 96

Indigo Marketing Agency

APRIL 28, 2023

Most people simply list their job title or company and fail to take advantage of all 120 characters. While this may be your title and company, it tells me nothing about who you serve, what your firm does, what you do, or how I can benefit. Despite their importance, most LinkedIn headlines are not thoughtfully crafted.

Accredited Investors 130

Accredited Investors Prospects Consultants Consulting 130

FinSMEs

SEPTEMBER 26, 2023

Anzu Partners, an Atlanta, Boston, San Diego, and Tampa-based investment firm delivering capital and strategic support to early-stage breakthrough technology companies, raised more than $200m at the close of its third venture capital fund.

Accredited Investors 64

Accredited Investors Venture Capital Funds Capital 64

The Motley Fool

OCTOBER 21, 2024

On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. Right now, we’re issuing “Double Down” alerts for three incredible companies, and there may not be another chance like this anytime soon. Then you’ll want to hear this. There we go.

Crowdfunding 130

Crowdfunding Accredited Investors Consultants Consulting 130

The Motley Fool

FEBRUARY 3, 2024

If you're an accredited investor, those are available to people. Often this trips people up, but BiggerPockets, the company I work for, holds a lot of networking events. Most cities have something called RAS, which are real estate investor meet-ups that you can go to.

Investors 246

Investors Passive Investors Accredited Investors Portfolios 246

Anzu Partners

SEPTEMBER 26, 2023

. & WASHINGTON–( BUSINESS WIRE )– Anzu Partners , an investment firm delivering capital and strategic support to early-stage breakthrough technology companies, today announced it has raised more than $200 million at the close of its third venture capital fund. and overseas. Anzu Partner’s Fund III has deployed $123.1

Securities and Exchange Commission (SEC) 40

Securities and Exchange Commission (SEC) Companies Accredited Investors Funds 40

The Big Picture

DECEMBER 4, 2024

What’s nice is ETFs are look through, or pass through, so you could contribute SPY, or another ETF, the Q’s, 100 percent of that, because it’s a look through into the underlying companies. And again, it’s targeting, value quality companies that pay low to no dividend. We like to call it in house indexing.

Taxes 52

Taxes Mutual Funds Accredited Investors Asset Management 52

The Motley Fool

JULY 24, 2023

What do you think is part of the keys of the longevity of both the company and have crowdfunding in general? I think that's a big testament to the space that we play in and the type of company that we are and who we get to work with. laughs] Like love that [laughs] company love those sacks. Becky Center: We are.

Crowdfunding 130

Crowdfunding Finance Financing Accredited Investors 130

Axial

NOVEMBER 26, 2024

When you decide to sell your company, one of the first things you will want to do is work with your M&A advisor or investment banker to begin researching and building a buyer list — a list of investment firms, corporations, and individuals to approach during the M&A sale process.

High Net Worth Individuals 40

High Net Worth Individuals Accredited Investors Investment Horizon Private Equity Firms 40

The Motley Fool

DECEMBER 30, 2023

In this podcast, Motley Fool host Dylan Lewis and analysts Bill Mann and Jason Moser discuss: The data points that capture how 2023 has felt for investors, companies, and homeowners. Bill Mann: Interestingly enough, the average profit margin for an S&P500 company this year has been 11.9%

Accredited Investors 130

Accredited Investors Companies Returns Bidding 130

The Motley Fool

FEBRUARY 17, 2024

There's a company called Masterworks that sells shares in portfolio paintings that they have. Like if you're an accredited investor, you give your money to an advisor, and every now and again there's a capital call to buy a piece of work and bring it in, and at some point, you decide to sell 10 years down the road.

Investing 246

Investing Education Accredited Investors Funds 246

Zajac Group

OCTOBER 17, 2024

If you’re a business owner, partner, or investor in a private company, however, your paperwork might include a Schedule K-1 form (or just K-1, as it’s sometimes called). Yes, the income reported on a Schedule K-1 form can trigger state taxes, as well as international tax (if you’re invested in a private foreign company).

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

Axial

MAY 23, 2023

Both sellers and investors like Independent Sponsors’ boutique nature and deep operating experience. They tend to have fewer portfolio companies than private equity firms, which affords them a high degree of personal attention post-acquisition. Why are independent sponsors growing in prominence?

Private Equity Firms 52

Private Equity Firms Private Equity Firms Accredited Investors Business Services 52

The Big Picture

FEBRUARY 28, 2023

And I want to bring them to the most European of cities, to send a reminder that even though there’s a lot of people that are down on Europe at the moment, that’s when a long-term investor and that’s where private markets, I think, can take a long-term perspective and continue to find opportunities when others aren’t looking.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

MARCH 23, 2025

Unless you're an accredited investor , accessing opportunities in private companies is rare. That said, every now and again, a private company becomes large enough that investors consider the potential of an initial public offering (IPO). Considering the company holds only $1.4 million $228.9 million $1.9

Securities and Exchange Commission (SEC) 275

Securities and Exchange Commission (SEC) Accredited Investors Initial Public Offering Debt 275

The Motley Fool

FEBRUARY 6, 2025

There were also company-specific events such as securing new business, analyst upgrades, and new product launches. scores a major contract win The biggest news seemingly came from BigBear.ai, a decision-making AI company whose services can be used in a range of different industries. Since last Friday's close, shares of BigBear.ai

Accredited Investors 133

Accredited Investors Leveraging Assets Returns 133

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp. above an 8% hurdle.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

SuperAngel.Fund

MARCH 10, 2025

As a Solo GP, one of the only reasons that I’m able to manage over 500 LP investors and 150 portfolio companies is because of AngelList’s software, alongside best-in-class service, that provides back-office support including legal, tax, banking, and regulatory compliance. The next frontier? Regulatory reform.

Accredited Investors 52

Accredited Investors Venture Capital Legal Startups 52

Zajac Group

MARCH 11, 2025

If youve received a significant share of company stock, or your positions have grown meaningfully post-IPO, you may be searching for strategies to mitigate downside risk and diversify your portfolio. Each investor contributes shares of a single stock to the fund. Who May Benefit From Exchange Funds?

Accredited Investors 52

Accredited Investors Funds Taxes Liabilities 52

SEI

SEPTEMBER 6, 2022

Users in the digital asset ecosystem gain access to a wide range of new markets and financial products, most of which were previously accessible to only institutions, accredited investors, and the ultra-wealthy. . companies and back to the creators. To explain this, it helps to step through the evolution: .

Assets 52

Assets Investing Collateral Accredited Investors 52

This is going to be BIG.

JANUARY 10, 2021

A few months ago, I got a pitch from a company providing a kind of “last mile” for computer vision—an always-on human network that would take images that computers couldn’t identify, and spit back whether or not a roof tile was broken or if a signature matched. I was both horrified and yet not surprised at all.

Investing 152

Investing Venture Capital Accredited Investors Taxes 152