Remove Deal Flow Remove Due Diligence Remove Taxes
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SuperAngel.Fund x Q4 2023 Recap ?

SuperAngel.Fund

For founders too, when possible, many also prefer to raise from their existing investor base so as to maintain consistency and optimize for speed in due diligence and closing. It is what drives our deal flow, information advantage, ability to support our network, and more. since 2019.

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How I got here

SuperAngel.Fund

Overseeing all the paperwork, legal, tax, and accounting docs required to make each investment and manage each SPV on an ongoing basis was time-consuming and onerous. For each one, I had to file tax returns, issue K1s, track expenses, pay annual franchise tax and registered agent fees, and communicate investor updates to the group.

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Top 25 Lower Middle Market Investment Banks | Q3 2023

Axial

Technology ranked 4th in deal flow but had the highest average pursuit rate, 8.76%, of all sectors. See below for the full Q3 deal activity overview on the Axial platform, and for a more detailed breakdown by industry, check out The SMB M&A Pipeline: Q3 2023. .”

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The 25 Most Active Private Equity Firms on Axial

Axial

We are able to complete due diligence with limited information. We Structure Compelling Economics for Buy-Side Deal Sources. From a financial perspective, CPS can be flexible with deal structure to meet unique tax or estate planning needs and/or allow for the owner to maintain equity in the business.

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Transcript: Michael Carmen, Wellington

The Big Picture

And what I think distinguishes us at Wellington is that we’re able to utilize our public market investors in the due diligence process in helping us assess. I’m I’m thinking about the tax consequences of what you just said. And so we, we kind of stay very stealth when we’re in the due diligence process.