Fundraising
Accredited Investor Rules: Who Qualifies, How to Verify, and Why It Matters for Startups
Everything startups need to know about accredited investor requirements — who qualifies, how to verify, the 2020 expansion, common issues with net worth calculations, and practical compliance guidance.
Rule 506(b) vs. 506(c): Which Reg D Exemption Should Your Startup Use?
A practical comparison of the two most important Reg D exemptions — Rule 506(b) and 506(c). When to use each, how investor verification works, and how to avoid costly mistakes.
Regulation D Explained: How Startups Raise Capital Without an IPO
A comprehensive guide to Regulation D — the securities law framework that makes startup fundraising possible. Covers Rules 504, 506(b), and 506(c), accredited investor requirements, Form D, and common pitfalls.
Anti-Dilution Provisions: What Every Startup Founder Needs to Understand Before Their Series A
Anti-dilution provisions are among the most consequential — and least understood — terms in venture financing. Here's how they work, what they mean for your cap table, and what to negotiate.
Cap Table Management: The Founder's Guide to Getting It Right from Day One
Your cap table is the single source of truth for who owns what in your company. Here's how to build it right, model dilution scenarios, and avoid the mistakes that create chaos at your Series A.
Convertible Notes: The Complete Guide for Startup Founders and Investors
Convertible notes are debt instruments that convert to equity at your next priced round. Here's everything founders need to know about terms, mechanics, tax implications, and common mistakes.
SAFE Agreements: What Every Startup Founder Needs to Know
SAFEs are the dominant instrument in pre-seed and seed financing, but "simple" doesn't mean uncomplicated. Learn how SAFEs actually work, what can go wrong, and what you need to know before you sign one.