Private Equity Wire

JANUARY 8, 2024

This reporting ensures the finance providers have transparency of their investment. In addition to the expectation of robust reporting, finance providers also tend to undertake a high level of due diligence and credit analysis on the businesses that make up a loan portfolio.

Leveraging 98

Leveraging Due Diligence Hedge Funds Finance 98

This is going to be BIG.

MAY 5, 2011

VC Blogger Fanboy This geek reads all the blogs religiously and is a lean startup ninja. In fact, one of them just made an angel investment in one of our competitors because they forgot they were advising us and now I have to do damage control. By the way, do you know who (surprisingly) *doesn't* fit into this catagory? Ashton Kutcher.

Due Diligence 111

Due Diligence Startups Consultants Consulting 111

This is going to be BIG.

APRIL 3, 2012

Instead of just e-mailing people and dealing with them directly, as we do in person, we're a blog post away from a flamewar. I've been in venture capital (with the exception of a year in product management and two years as an entrepreneur) since 2001, when I started doing late stage venture and fund investing at a big financial institution.

Due Diligence 104

Due Diligence Venture Capital Financial Institutions Funds 104

This is going to be BIG.

JUNE 9, 2020

If you’re a white professional in venture, you might feel uncomfortable tweeting or blogging about race. Others are so uncomfortable with the idea of getting flamed or canceled despite good intentions that they’d rather do the absolute minimum. Until that changes, I need to be taking these really tiny risks at a bare minimum.

Due Diligence 108

Due Diligence Startups Capital Investors 108

Ballast Advisors

MARCH 15, 2023

When working with a Registered Investment Advisor (RIA), investors may have heard the term “custodial relationship.” ” This refers to a partnership between the RIA and a financial institution that acts as the custodian of the client’s investment assets.

Banks 75

Banks Due Diligence Financial Institutions Assets 75

Sara Grillo

DECEMBER 13, 2024

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Please conduct your own due diligence and come to your own decision. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Due Diligence 52

Due Diligence Consultants Consulting Legal 52

This is going to be BIG.

APRIL 29, 2011

No matter how much I or any of the team here at First Round made themselves accessable through Office Hours, LinkedIn, Twitter, speaking, blogging, etc., Then I realized that it's probably not obvious what the dynamics are around how VCs tend to get introduced to companies and what works best for people, so I figured I'd blog about it.

Due Diligence 116

Due Diligence Venture Capital Capital Finance 116

Sara Grillo

DECEMBER 11, 2023

For those of you new to my blog, my name is Sara G. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Please conduct your own due diligence and come to your own decision. Grillo Investment Management, LLC will strive to maintain current information however it may become out of date.

Consultants 59

Consultants Consulting Due Diligence Education 59

BlueMind

DECEMBER 23, 2022

The message to be gained from the movie is that investors should well understand where their money is being invested. Rather than investing in a single product, your portfolio should be diversified. Perform your due diligence and do some side research, after all, it is your life’s savings that are on the line.

Hedge Funds 98

Hedge Funds Due Diligence Financing Finance 98

Sara Grillo

JANUARY 8, 2024

For those of you who are new to my blog, my name is Sara. And now let’s get onto the blog! Please conduct your own due diligence and come to your own decision. Sara’s upshot on financial planning for small accounts Did you enjoy my blog on financial planning for small accounts? See you in the next one!

Accounting 64

Accounting Consultants Consulting Due Diligence 64

Sara Grillo

MAY 24, 2024

But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. What types of securities does the advisor typically invest in? Don’t get suckered out of your hard-earned money!

Due Diligence 52

Due Diligence Education Consultants Consulting 52

Steve Sanduski

DECEMBER 5, 2022

I spoke with Shannon at the 2022 CAIS Alternative Investment Summit in Beverly Hills about how she and her team manage a shared service model, as well as how alternative investments are helping their advisors offer more value to a wider variety of clients. “Knowing where the market’s going.” 450 billion in AUM. .”

Due Diligence 52

Due Diligence High Net Worth Individuals Investing Education 52

Diamond Consultants

MARCH 28, 2025

Conducting due diligence on the acquiring firms offerings, platform, and retention package is critical.You might be surprised to find that the grass is actually greener with the new broker dealer if it provides the additional resources needed to take your business to the next level. Start the vetting process.

Due Diligence 52

Due Diligence Education Investing 52

Indigo Marketing Agency

FEBRUARY 6, 2020

to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. Each member of my team did their own due diligence and gave a thumbs-up to moving forward with Indigo as well. Develop a blog content calendar.

Due Diligence 52

Due Diligence Education Consultants Consulting 52

Sara Grillo

DECEMBER 22, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Check out this blog I wrote about all the BS financial advisor awards. Please conduct your own due diligence and come to your own decision. I was recently featured in a MarketWatch article about how to find a good financial advisor.

Due Diligence 52

Due Diligence Consultants Consulting Legal 52

Ron A. Rhodes

MAY 9, 2023

In a previous blog post, I previewed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long…

Returns 66

Returns Due Diligence Portfolios Assets 66

Sara Grillo

AUGUST 25, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Please conduct your own due diligence and come to your own decision. Clients are given full access to our entire offering (investments, retirement, college, insurance, tax, estate, etc.) pretty much everything, that goes into this.

Accounting 52

Accounting Consultants Consulting Due Diligence 52

Ron A. Rhodes

JULY 15, 2023

In previous blog posts I previewed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long periods…

Returns 62

Returns Due Diligence Portfolios Assets 62

Ron A. Rhodes

JULY 20, 2023

In several previous blog posts, I discussed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long…

Portfolios 40

Portfolios Investing Returns Due Diligence 40

SEI

AUGUST 22, 2022

Evaluation and due diligence. Investments and economy. OCIO/Investment outsourcing. Due to the economic downturn in the first half of the year, more investors have begun searching for outside help to weather this environment. Does your investment strategy test various market scenarios? Institutional (US).

Due Diligence 40

Due Diligence Assets Funds Investors 40

SuperAngel.Fund

JANUARY 19, 2024

During the quarter we made 13 investments with a median check size of $25k and post-money valuation of $16m. Our investments were spread across Consumer (8), eCommerce SaaS (4), and Future of Work (1). across 159 investments into 107 companies. across 25 investments into 16 companies. which represents a 11.8%

Startups 69

Startups Due Diligence Angel Investors Deal Flow 69

Pension Pulse

MAY 16, 2024

We remain committed to investing in the growth of critical digital infrastructure, which forms the backbone of interconnected economies while generating long-term value.” In January, funds managed by DigitalBridge and Silver Lake led a $6.4bn (€5.9bn) investment into global hyperscale data centre campuses provider Vantage Data Centers.

Finance 59

Finance Financing Debt Due Diligence 59

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For those of you new to my blog, my name is Sara G. For those of you new to my blog, my name is Sara G. Please conduct your own due diligence and come to your own decision.

Assets 52

Assets Due Diligence Consultants Consulting 52

Diamond Consultants

MAY 24, 2022

So, it’s critical that the due diligence process provides the answer with clear and meaningful client benefits identified along the way. Clients want an advisor who is responsive and offers a personalized approach that focuses not only on investments but their entire financial life. More investment flexibility.

Due Diligence 52

Due Diligence Taxes Assets Accounting 52

Quiet Growth

OCTOBER 12, 2023

Here’s a basic breakdown: Investment grade: AAA (Aaa for Moody’s): This is the highest rating and indicates an extremely low likelihood of default. A and BBB (Baa for Moody’s): These are middle-tier investment-grade bonds. It’s always essential to conduct thorough due diligence.

Due Diligence 45

Due Diligence Debt Prospects Finance 45

SuperAngel.Fund

OCTOBER 27, 2023

In Q3 we made 12 investments with a median check size of $50k and post-money valuation of $13m. Our investments were spread across Consumer (5), eCommerce SaaS (6), and Future of Work (1). across 146 investments into 101 companies. across 25 investments into 16 companies. unrealized IRR and 1.23x gross multiple.

Venture Capital 64

Venture Capital Startups Deal Flow Due Diligence 64

Diamond Consultants

JUNE 23, 2022

After your own due diligence, you may find that the new BD is actually the right one for you. When it comes to freedom and control, there are key differences between the independent broker dealer (IBD) and registered investment advisor (RIA) spaces that every advisor should be aware of.

Due Diligence 52

Due Diligence Education Financial Services Assets 52

Diamond Consultants

MAY 9, 2023

Considering that question first from the advisor’s perspective, most can articulate exactly the services they are providing to warrant the fee they charge clients: financial planning, investment management, safe custody of assets, overall financial advice, etc. Most traditional firms curate an investment platform for advisors.

Due Diligence 52

Due Diligence Leveraging Assets Investing 52

Diamond Consultants

FEBRUARY 20, 2024

These points may be a bit more nebulous and cerebral than our normal due-diligence-centric teach pieces, but they’re no less critical. So, I challenge you to invest just a few minutes in one of these five techniques each day over a week. No doubt you’re saying, “Who has the time?”

Leveraging 52

Leveraging Due Diligence Investing 52

The Private Equiteer

FEBRUARY 5, 2025

This article explores the nuts and bolts of sourcing middle market private equity dealsfrom the importance of relationships and technology to creative strategies and case studieswithout diving into the due diligence or differentiation debates that usually come later. What Exactly Is the Middle Market?

Deal Flow 52

Deal Flow Private Equity Firms Private Equity Firms Leveraging 52

Diamond Consultants

DECEMBER 19, 2023

A modern wirehouse advisor has more options than ever: The biggest firms in the industry offer a comprehensive menu of investments, technology, planning solutions, banking and lending, etc. But more than that, there is power in conducting due diligence. Let’s dive in: “ The wirehouse world is truly open architecture.”

Due Diligence 52

Due Diligence Education Consultants Consulting 52

Pension Pulse

MAY 17, 2023

The 77-year-old billionaire told the Financial Times that big asset managers had competed aggressively to lend to the largest private equity groups as money poured into their coffers in 2020 and 2021, raising questions over the due diligence the funds conducted when they agreed to provide multibillion-dollar loans.

Debt 52

Debt Pension Funds Banks Due Diligence 52

Mr. Money Mustache

JANUARY 29, 2021

So I knew this place was a good deal and a good investment, and sure enough several friends were interested. You end up with $200,000 invested. The downside is that this can happen: You invest your $100k, borrow that second $100k, and buy the same $200k of shares. 1: Staying fully invested without fear. More history here.

Taxes 53

Taxes Collateral Stock Market Stock Market 53

Diamond Consultants

NOVEMBER 29, 2022

Pre-emptively hiring an attorney to help determine how at-risk you are for termination and beginning due diligence with a trusted recruiter to understand how hirable you are will help to make the decision. Ideally, advisors should always have a solid “Plan B” in place.

Due Diligence 52

Due Diligence Legal Accounting Investing 52

The Big Picture

JANUARY 9, 2024

It was underwriting, you know, it was like doing investment banking, underwriting public offerings. And so I went back to my desk and I worked for like three more weeks and then I saw the deal breaker, the great like comedic financial blog was hiring. 00:33:08 Who, who is advising him to waive due diligence?

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

Diamond Consultants

JANUARY 17, 2023

For those who fall into this category, the notion of affiliating with an Office of Supervisory Jurisdiction (referred to as an OSJ) is likely to come up during due diligence. For example, over the past decade, a handful of capital providers and strategic minority investors have invested in Super OSJs directly.

Due Diligence 52

Due Diligence Stakes Best Practices Leveraging 52

Sara Grillo

FEBRUARY 13, 2023

In this podcast we are going to expose the truth about ESG investing. And also Dr. Ellen Quigley , Special Adviser to the Chief Financial Officer (Responsible Investment), University of Cambridge and Senior Research Associate (Climate Risk & Sustainable Finance), Centre for the Study of Existential Risk, University of Cambridge.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72