Keep Your Investors Updated
Keeping investors updated fosters trust, accountability, and support. Structured updates that cover progress, challenges, and asks keep investors engaged, prevent surprises, and set startups up for lasting success.
Understanding Representation & Warranty Insurance in M&A Transactions
Representation and Warranty Insurance (RWI) is becoming increasingly common in mid-market transactions as a tool to manage risk and streamline negotiations. This blog explains what RWI typically does – and does not – cover, its benefits for both buyers and sellers, and when to secure it within the transaction timeline.
Keep Your Early Rounds Small, Your Valuation Reasonable & Close Quickly
Dallas startups are on the rise, but too many early founders chase inflated valuations. This blog discusses why raising only what you need to reach your next milestone—and keeping valuations realistic—can give founders a stronger path to sustainable success.
Best Practices for Startup Boards
A strong board isn’t just oversight—it’s a growth engine. From goal-setting to risk management, effective boards shape strategy, build accountability, and fuel success. This blog highlights key best practices to help boards perform at their highest level.
Post-Money Safe Does Not Mean Founders Equity is Safe
Early-stage startups often raise funds using Safes (Simple Agreements for Future Equity), rather than selling equity immediately. Safes allow founders to delay valuation, maintain control, and simplify financing. Post-money Safes, now the industry standard, fix investor ownership upfront, making fundraising more predictable while emphasizing the importance of tracking dilution. Understanding both how Safes work and how they impact ownership is essential for founders and investors navigating early-stage fundraising.
Are you acting as an Investment Advisor?
Advising on deals, investments, or market trends—even informally—can trigger investment adviser rules if you’re compensated in any way. Securities laws focus on conduct, not titles. If your guidance on securities is part of your business, registration or an exemption may be required.
Preserving QSBS: Initial Hurdles and Maintaining Eligibility
QSBS offers major tax savings, but eligibility under Section 1202 is complex. This article highlights key risks—from stock issuance and asset limits to redemptions and transfers—that can jeopardize the exclusion.
The Many Forms of Pay-to-Play
Pay-to-play rounds are becoming more common as startups deal with inflated past valuations and a tougher funding climate. Some structures penalize investors who don’t reinvest, others reward those who do, and hybrids combine both. Whether it’s a stick, a carrot, or a mix, these terms are reshaping cap tables and investor relationships across the venture landscape.