Syndication Articles

How do I Create a Substantive Relationship?

How do I Create a Substantive Relationship?

Question: If I am doing a 506(b) offering, do I still need a pre-existing substantive relationship before I can solicit from an Accredited Investor (AI)?  If “yes,” is there still any waiting period after I get that Accredited Investor to sign a document attesting to...

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Fund Manager Accelerator Bootcamp, With Lisa Hylton

Syndication Attorneys founding attorney Kim Lisa Taylor was interviewed recently by Lisa Hylton for her workshop, “Fund Manager Accelerator Bootcamp.” Kim spoke about creating a fund: whether it’s right for you or not and the process involved. Lisa is also host of the...

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Transcript: ‘Should You Really Start a Fund?’

Edited Transcript from the podcast episode ‘Should You Really Start a Fund?’ Hosted by Kim Lisa Taylor, Esq. Originally Broadcast on March 3, 2022 Kim Lisa Taylor: Hello everyone. Welcome. Thank you for joining. Welcome to Syndication Attorneys’ free monthly podcast...

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What is a ‘Sophisticated Investor’?

To be “sophisticated,” the Investor must have, under Rule 506(b)(2)(ii), “either alone or with his purchaser representative(s) such knowledge and experience in financial and business matters that he is capable of evaluating the merits and risks of the prospective...

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Fund of Funds Checklist

Fund of Funds Checklist

Have investors but don’t have a deal? This structure is useful for people who know investors but either don’t have deals or want to invest in others’ deals. Here’s a checklist for a “Fund of Funds.” Sponsor Sets up Their Own Fund: Uses U.S. or offshore legal entity...

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