Angel Investors Network

    Regulatory & Compliance

    SEC regulations, FINRA compliance, and securities law updates that impact angel investors, fund managers, and capital raisers. Reg D, Reg A+, Reg CF, and accredited investor rules explained.

    Blocker Corporations: The Tax Insurance Policy Behind PE and VC Fund Structures
    Regulatory & Compliance

    Blocker Corporations: The Tax Insurance Policy Behind PE and VC Fund Structures

    Jeff Barnes, MBA··10 min read
    UBTI and UBIT: The Hidden Tax Trap in Self-Directed IRA Alternative Investments
    Regulatory & Compliance

    UBTI and UBIT: The Hidden Tax Trap in Self-Directed IRA Alternative Investments

    Jeff Barnes, MBA··10 min read
    What Is a Merger Sub? Inside the $4.5B Crinetics/Vertex Deal
    Regulatory & Compliance

    What Is a Merger Sub? Inside the $4.5B Crinetics/Vertex Deal

    Jeff Barnes, MBA··10 min read
    ESOPs as a Business Exit Vehicle: How Accredited Investors Can Fund the Transition
    Regulatory & Compliance

    ESOPs as a Business Exit Vehicle: How Accredited Investors Can Fund the Transition

    Jeff Barnes, MBA··10 min read
    SEC Rule 144A: The Institutional Safe Harbor Behind Your Private Credit Fund's Portfolio
    Regulatory & Compliance

    SEC Rule 144A: The Institutional Safe Harbor Behind Your Private Credit Fund's Portfolio

    Jeff Barnes, MBA··9 min read
    Alderley Group's £40M Collapse: What US Accredited Investors Must Learn About Unregulated Loan Notes
    Regulatory & Compliance

    Alderley Group's £40M Collapse: What US Accredited Investors Must Learn About Unregulated Loan Notes

    Jeff Barnes, MBA··10 min read
    Morgan Stanley Drops the Accreditation Gate on PMAX: What 'Daily Subscriptions' Really Means
    Regulatory & Compliance

    Morgan Stanley Drops the Accreditation Gate on PMAX: What 'Daily Subscriptions' Really Means

    Jeff Barnes, MBA··10 min read
    SEC Form D Data: Where $767 Billion in Private Capital Actually Went
    Regulatory & Compliance

    SEC Form D Data: Where $767 Billion in Private Capital Actually Went

    Jeff Barnes, MBA··10 min read
    How to Read Your Schedule K-1: A Limited Partner's Guide to Private Fund Tax Reporting
    Regulatory & Compliance

    How to Read Your Schedule K-1: A Limited Partner's Guide to Private Fund Tax Reporting

    Jeff Barnes, MBA··12 min read
    Private Placement Life Insurance (PPLI): The Accredited Investor's Guide to the Wrapper Congress Wants to Close
    Regulatory & Compliance

    Private Placement Life Insurance (PPLI): The Accredited Investor's Guide to the Wrapper Congress Wants to Close

    Jeff Barnes, MBA··11 min read
    Donor-Advised Fund vs. Charitable Remainder Trust: Which One Actually Works for Appreciated Alternative Assets
    Regulatory & Compliance

    Donor-Advised Fund vs. Charitable Remainder Trust: Which One Actually Works for Appreciated Alternative Assets

    Jeff Barnes, MBA··11 min read
    24.3 Million American Households Are Accredited Investors. Most Don't Know It.
    Regulatory & Compliance

    24.3 Million American Households Are Accredited Investors. Most Don't Know It.

    Jeff Barnes, MBA··12 min read