Monthly Archives: January 2025

The Life Cycle of Investment Funds: Evergreen vs. Annualized written by Saayem Rahman When it comes to money management, funds are an indispensable tool for the smart investor, but knowing which type of fund best suits your needs is a difficult task for even the most experienced professionals. Annualized and Evergreen Funds are two of… Read more »

Blue Skies Smiling at Me: Exemptions to Registration written by Andrew Clinton Fund investment has historically been a source of potential fraud. As a result, it remains subject to various promulgated federal and state regulations to ensure transparency and disclosure in the pre-investment process. Among these regulations are Blue Sky laws – state laws enacted… Read more »

Keep it in the Family (and Friends) Friends and Family Raise: Promotion and Fee Structure written by Miranda Caballero When raising capital from friends and family, structuring the deal appropriately is crucial for long-term success. These early investors often believe in the founder’s vision before there is much (if any) tangible proof of success, which… Read more »