How to Verify Accredited Investor Status
How to verify accredited investor status. Income test, net worth test, professional certifications, 2020 SEC updates, and third-party verification services.
March 25, 2026
How to Value Your Company for a Capital Raise
How to value your company for a capital raise. Pre-money vs post-money, DCF, comparable analysis, revenue multiples by industry, and valuation mistakes.
March 25, 2026
How to Use a Self-Directed IRA for Alternative Investments
How to use a self-directed IRA for alternative investments. Custodian selection, prohibited transactions, UBTI, checkbook control, and IRS audit triggers.
March 25, 2026
How to Structure a Reg D 506(b) vs 506(c) Offering
Reg D 506(b) vs 506(c) comparison: general solicitation rules, investor verification, Form D filing, and which structure fits your capital raise.
March 25, 2026
How to Structure Management Fees and Carried Interest
Structure management fees and carried interest with this guide covering 2/20, hurdle rates, waterfalls, clawback, and GP economics modeling.
March 25, 2026
How to Structure a GP Commitment
Structure a GP commitment for your fund covering 1-5% standards, cash vs fee waiver, creative solutions for capital-constrained emerging managers.
March 25, 2026
How to Set Up a Virtual Deal Room for Capital Raising
Set up a virtual deal room for capital raising. Platform comparisons, document organization, access controls, and investor tracking best practices.
March 25, 2026
How to Set Up Fund Administration and Reporting
Set up fund administration and reporting with this guide covering NAV calculation, capital calls, investor statements, K-1 prep, and cost benchmarks.
March 25, 2026
How to Read a PPM — What Every Investor Must Know
How to read a PPM as an investor. Section-by-section reading guide, where risks are buried, fee disclosure analysis, and subscription terms to negotiate.
March 25, 2026
How to Prepare for Investor Due Diligence
Prepare for investor due diligence with this complete checklist. Financial, legal, operational, and team categories plus timeline expectations by deal size.
March 25, 2026
How to Perform Due Diligence on a Startup Investment
Perform due diligence on a startup investment with this 50-point checklist. Financial analysis, market validation, team assessment, and IP review for investors.
March 25, 2026
How to Negotiate Investment Terms as a Limited Partner
How to negotiate investment terms as a limited partner. MFN clauses, fee discounts, co-invest rights, advisory committee seats, key-person provisions, and no-fault divorce.
March 25, 2026