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Why Do I Need to Work with a Broker-Dealer?

As an issuer, you may be thinking why would I want or need another person involved in my offering? You already have your team, ...
Chris Rohde June 14, 2018 3

Fintech

Why Agile? Software Development in FinTech

In 2011, Marc Andreesen published an Op-Ed in the Wall Street Journal entitled Why Software Is Eating the World. This article is ...
Terry Weatherstone June 5, 2018 0

How to Expand Your Reach When Raising Private Capital

Navigating regulatory hurdles, preparing offering documents, and figuring out how to efficiently process transactions are all ...
Mat Dellorso May 4, 2018 1

Fintech Cybersecurity

Lessons from Facebook’s Follies: Are you Doing Enough to Protect your Investors’ Privacy?

As you’ve probably seen, Facebook has recently been in the news for all the wrong reasons. Facebook’s CEO, Mark Zuckerberg, has ...
Tim Boykin April 16, 2018 0

Real Estate

The Howey Test: When is a Real Estate Interest a Security?

The real estate industry adopted the provisions of the JOBS Act, particularly general solicitation using 506(c), earlier and more ...
Tim Boykin April 10, 2018 0

Events Alternatives Fintech

Automating a Revolution in Private Capital: A Recap of ADISA 2018

At WealthForge, we have an expression: Where capital goes, progress follows. So it was with great interest that I attended the ...
Bill Robbins April 6, 2018 0

Advisors

8 Things to Include When Marketing Your Offering to Advisors

Many issuers rely on their own investor networks, but if you are seeking a broader reach for your offering, marketing to ...
Ricky Segers April 3, 2018 1

Do You Need A Broker-Dealer For A Regulation A+ Offering?

NOTE: WealthForge no longer offers services and technology for Regulation A offerings. Click to view our current services for ...
Kendall Almerico March 30, 2018 1

Alternatives Advisors

5 Misconceptions about Investments in Private Securities

Private securities investments are inherently more risky, subject to restrictions, have longer hold periods, and higher fees than ...
Mat Dellorso March 22, 2018 1

Fintech Cybersecurity

4 Technology Tools to Make Managing Your Capital Raise Easier

There are a lot of moving pieces when it comes to raising capital. But, the internet has made the process easier and more ...
Kyle Engelken March 20, 2018 0