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Syndication Articles

Determining Investor Suitability  for 506(b) Offerings

Determining Investor Suitability for 506(b) Offerings

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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Debt vs. Equity Offerings

Debt vs. Equity Offerings

Finding it difficult or confusing to understand the difference between debt and equity financing? Simply stated, debt securities are loans that pay out interest over time, while equity securities confer ownership in a company (think about this in terms of the equity...

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When Can I Talk Deal Points With Investors?

It depends whether you are doing a Rule 506(b) Offering, and if so, you must establish a pre-existing, substantive relationship before discussing specific deal points (which constitutes making an offer) with them. I suggest you read the article in our Website Library...

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Can I Offer Different Terms to Different Investors?

The two primary reasons to do this are to reward specific investors for investing more than others or investing early. There are two ways you can do this: SUBCLASSES - You can create one or more Class A subclasses (Class A1, Class A2, Class A3, etc.) who have...

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Fund Creation and Fund Structures, with Ruben Greth

Fund Creation and Fund Structures, with Ruben Greth

On this episode of Ruben Greth's "The Capital Raiser Show," Kim Lisa Taylor detailed a variety of structures for fund creation (including the “deal by deal structure”) and numerous topics around the do's and don'ts of syndicating while navigating the advancement of...

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How to Resell Interests in a Securities Offering

In this webinar, Kim Lisa Taylor, Esq., welcomed guests Simen Ruge and Jackson Stith, co-founders of SyndiGate Capital, LLC, which focuses exclusively on brokering secondary equity positions in middle-market commercial real estate investments. They discussed various...

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