Category: Investment

October 22, 2018

I have worked with everyone from high tech startups to Broadway shows helping them figure out how to brand themselves, craft their marketing message and create a pitch deck that gets an investor’s attention (and money). Time and again, I […]

October 2, 2018

If you are considering selling your company, I always advice my clients to first build the best support team they can. That means lining up lawyers and accountants that can provide the kind of advice you need to make the […]

September 11, 2018

Theranos shut down a week ago — defaulting on a $65 million loan it received from Fortress Investment Group, according to the Wall Street Journal. As an investor, I see Theranos as an exceptionally compelling story of how a con […]

August 16, 2018

Have you heard about the biotech startup pitching a telecommunications-focused VC firm? No? That’s because illustrates a huge problem in the startup funding world: Entrepreneurs pitching without preparation. In my first hand experience, Venture capitalists disqualify about 90 percent of […]

July 16, 2018

If you’re a Warren Buffet, Mark Zuckerberg or Jeff Bezos, you pretty much can sneeze and your bank will shell out millions from your account to fund whatever venture you think of. What about the rest of us? How can […]

July 2, 2018

During the bull market run of the the past nine years, the number of big-time investors borrowing against their portfolios has risen steadily. Now investors that aren’t ultra wealthy can do the same. For some time, certain wealthy investors could […]

June 26, 2018

General Electric has found a way to tell investors some good news as it leaves one of the most famous stock indexes in the world. Shares of the once-sprawling industrial behemoth surged as much as 6% in early trading Tuesday […]

June 14, 2018

In my experience, the moment you talk about investing in a new marketing strategy with the people responsible for cutting the checks, their first thought is, “Can we afford it?” and the second, “How do we know this money is […]

April 4, 2018

I get why you’d want to home in on the most secure investments possible. After all, the market’s been yo-yoing up and down like crazy much of this year and many investors are worried that this recent uptick in volatility […]

March 26, 2018

This statement could be considered controversial. We have previously made the case that professional investors demand more in the form of restrictive covenants and lower valuations. Now we explore the other side of that coin. Professional investors usually bring “smart […]