When Are Joint Ventures Securities?

In today’s video post I will discuss the critical differences between true joint ventures and joint venture transactions that may be considered securities and would be subject to federal and state securities laws. Click the video below –  I will be sharing some key points that will help you stay out of the cross-hairs of the SEC Regulators.

Do I still need a Private Placement Memorandum (PPM) under the JOBS Act?

In this video post, I wanted to address another question that I get asked quite often in regards to the JOBS Act.

There is so much information and press out there along with a lot of misinformation about the JOBS Act. So in my video below, I will give a brief overview of the differences between Title II (regulation 506c) and Title III (Regulation CF) of the JOBS Act based upon his first-hand experience in helping my clients that are raising capital. I will also address the question if you need a private placement memorandum (PPM) if you are raising capital through a crowdfunding portal and the variances of raising money from accredited investors and non-accredited investors.

Federal Securities Law Legislation Update 2016

In this video post, I will address pending legislation that is moving through the U.S. Congress that would change the definition of an “accredited investor” (H.R. 2187) and also would increase the number of investors that private investment companies can have in a fund (H.R. 4854). This change could impact how you raise money for your venture / private offering.