Tag Archives: Angel Resource Institute

Angel Investing – Make way for the Crowd

This past Friday, just a day shy of Halloween, the SEC finally voted on Title III of the JOBs Act, the “Crowdfunding” provision enabling individuals who do not meet the definition of “accredited investor” to participate as investors in online portals investing in the start-up space. This “democratization” of capital formation will be done through funding portals that will need to register with the SEC and become a member of a national securities association. Continue reading

Angel Investing – “Back to School”

As a Keyboard with "Back to School" Button.parent, Septembers were always filled with the chores of “back to school” – books to be purchased, sharp pencils, the search for that perfect lunchbox….. As an angel investor, September also puts me in a “back to school” frame of mind. At Golden Seeds, I have the privilege of overseeing The Knowledge Institute, which houses our Investor Training Series. Our fall sessions in New York begin in September when members are back from summer vacations. In preparation for our training sessions, I am constantly looking for new resources, books, etc. to continue to enhance or improve our training materials.

Although by no means an exhaustive list, here are some resources that I have found to be quite helpful: Continue reading

Angel Investing – Diligence: to “due” or not to “due”…….

Investment StrategyDue Diligence is defined by Merriam Webster as “research and analysis of a company or organization done in preparation for a business transaction (as a corporate merger or purchase of securities)“.  When it comes to Due Diligence in Angel Investing, there are many schools of thought. With the advent of Angel List and other online platforms as well as a myriad of crowdfunding sites, it is possible to make investments in early stage companies without ever actually meeting the entrepreneur.  Conversely there are Angel Groups like Golden Seeds, of which I am an active member, whose members conduct a rigorous due diligence analysis of potential investment opportunities. And there is every variety in between. Continue reading