Category: Articles

Capital planning solutions for the healthcare industry

Fair Valuation Estimate

How to Establish a Fair Valuation Estimate for a Successful Capital Raise

Attempting to raise capital without considering how investors might value your company could set you back months, if not years, on your fundraising journey, and it’s a mistake we’ve seen countless startups make when raising capital for the first time. The CPVS™ custom valuation estimate is a key feature of our capital planning process that…
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How to Choose the Right Funding Strategy for Your Startup

How to Choose the Right Funding Strategy for Your Startup

Whether you’re developing a revolutionary app or launching a groundbreaking product, having the right funding strategy is essential to fuel your growth and turn your ideas into reality. In this blog post, we will explore the various fundraising options available to startups and provide guidance on how to choose the one that best aligns with your business goals and objectives.

break the addiction to venture capital use Regulation A

Breaking the Addiction to Venture Capital

While venture capital has its place in the entrepreneur ecosystem, they eliminate most startups and early-stage companies for consideration. Founders need to leave the old model behind.

Shareholder Incentive Reg A

Selling Shareholder Incentive in a Regulation A+ Offering

In Reg A+, accredited investors who purchase securities in Reg D or Series A can sell a portion of their holdings, creating a powerful buy incentive given Reg A+’s strong liquidity and the likely step-up in valuation between capital events.

Reg A Funding

Why Now is the Time to Raise Capital

If you’ve been paying any attention to the news, you know that the pandemic has brought about a sea change in the role of retail investors. But here’s the macro story underneath that’s not making the big headlines:  investors have cash and are eager to deploy it. According to Bloomberg, there’s $17 trillion burning a hole in pockets.

Best Corporate Structure for Funding

Selecting the best corporate structure for attracting investors is a very important factor to consider when launching a startup, particularly those in capital-intensive sectors such as biotech, medtech, life sciences, pharma, and similar.

Valuing Your Data With GAAP

As the economy transitions from the Industrial to the Information Age, generally accepted accounting practices (GAAP) have come under fire from analysts and business owners. The issue is the valuation of Intellectual Property (IP) — those non‐physical assets such as trademarks, copyrights, patents, and proprietary databases that have value for their owners.