Innovation Finance 2016 – San Diego Event Recap
Thomas Carter | 13 June

“Innovation Finance” brought together some of San Diego’s finest for a session that put into perspective the $1.3 trillion dollar Regulation D

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Looking Back, and Looking Forward to 2016
Thomas Carter | 13 June

Since September 23, 2013, the inauguration date of the ability for companies to raise money through general solicitation under Regulation

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Startup Capital – Don’t Underestimate the Value of Preparation and how Preparation Impacts Value
Thomas Carter | 13 June

We have seen the statistics. Start-ups in the United States have declined from 12-13 percent of all firms to 7-8%.

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A Beginner’s Guide to Cryptocurrency Wallets (part 4 of a 4 part series)
Thomas Carter | 3 June

A beginner’s guide to cryptocurrency wallets. In my previous article I went over how to purchase Bitcoin and other cryptocurrencies

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For Reg D Filers Compliance is Both Critical and Getting More Complex
Thomas Carter | 24 May

Throughout the 2009-2012 period more than 40,000 Reg D filings were made by non-financial issuers, with a median offer size

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Understanding Equity Crowdfunding Portals
Thomas Carter | 12 May

Equity crowdfunding allows entrepreneurs to reach investors interested in purchasing partial ownership interests in their startups or privately-held small businesses

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The Important Emerging Role of Technology in Private Companies
Thomas Carter | 2 May

More than 2 billion people are online and exchanging ideas. This is fundamentally changing the way the capital markets work.

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Getting Your Legal and Financial House in Order
Thomas Carter | 2 May

The first step in running a legitimate business, is getting all of your legal documents in order. Same goes for

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Investment Packaging – What It Is and Why It Matters
Thomas Carter | 24 April

Raising capital to fund your business plan is arguably one of the most difficult and trying experiences you will ever

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How Technology is Reshaping Financial Services
Thomas Carter | 13 April

Technology is radically reshaping the financial services industry before our eyes. This paradigm shift is affecting everything from the way

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