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Private Equity Fintech

2015 Predictions for Fintech Solutions

  Guest author Andrew Steel is President of KC iFund, a valued WealthForge partner.
Andrew Steel January 20, 2015 0

Real Estate

Are Hoteliers Next to Grasp the Power of Online Private Placements?

  Last month, I had the opportunity to represent WealthForge alongside Hotel Innvestor, Ravani & Mohinder and Fireball Network at ...
Todd Schweber December 3, 2014 0

Real Estate

Hotels: Quite Different from their Peers

  Hotels are a distinctive product type of commercial real estate and are quite different than their peers. Because they are open ...
Tim L. Edgar November 7, 2014 0

JOBS Act SEC

Ask Reves: Look Before You Leap

  A new way to do things opens up hazards that can be hard to navigate. We’ve all done it, jumped in to something we thought we ...
Remy Griggs October 31, 2014 0

JOBS Act SEC

The Importance of a Broker-Dealer

  Much attention has recently been given to the JOBS Act and its impact on the ability of companies to raise capital through ...
Kevin Walsh October 28, 2014 1

SEC

General Solicitation, Reg D, and the SEC

  Dawn Lim’s piece in the Wall Street Journal, What Keeps Private Equity Up at Night was largely a synopsis of a recent survey ...
Jim Raper October 22, 2014 0

Liquidity Private Equity

5 Takeaways on Middle Market Liquidity Events and Capital Formation

  As a top 10 accounting, tax and advisory firm, the CohnReznick team aligns well with the WealthForge mission to support ...
Todd Schweber October 20, 2014 0

Returns Liquidity

Direct Investing in Private Companies - What Investors Need to Know

  Recent regulations and technological innovations have made it possible for accredited investors to more easily invest directly ...
Jack Hughes October 14, 2014 0

SEC

Dated Accredited-Investor Standard Creates SEC Dilemma

  Three decades after the U.S. Securities and Exchange Commission set up basic barriers to entry for private securities ...
Fred Bryant October 10, 2014 0

SEC

Accredited Investor Definition: Our Letter to the SEC

  The SEC Investor Advisory Committee is set to vote later today on a revised definition for an accredited investor in a landmark ...
Fred Bryant October 9, 2014 0