Investor How-To Guides — Batch 2
A comprehensive how-to guide for capital raising and investing.
March 25, 2026
Capital Raising How-To Guides — Batch 1
A comprehensive how-to guide for capital raising and investing.
March 25, 2026
How to Write a Fund Private Placement Memorandum
Learn how to write a fund PPM with required sections, attorney costs, LP negotiation points, and key differences from deal-level PPMs.
March 25, 2026
How to Write an Executive Summary That Gets Investor Meetings
Write an executive summary that gets investor meetings. Section-by-section template, what investors scan in 30 seconds, and mistakes that kill deals.
March 25, 2026
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