Tagged: accredited investors

Singapore’s OCBC Launches Sale of Tokenized Bonds to Corporate Accredited Investors

OCBC (SGX: O39) says that it has become the first bank in Singapore to launch the sale of tokenized bonds to corporate accredited investors (corporate AIs), which are corporations that have net assets exceeding SGD 10 million. The tokenized bonds, which reference investment grade bonds,… Read More

ICAN Petitions the SEC to Fix the Definition of an Accredited Investor

Everyone knows the definition of an Accredited Investor is broken. The rule sets a monetary hurdle for individuals who may participate in certain private securities offerings. It is obvious to all that wealth is not necessarily an indicator of sophistication. Still, the SEC has failed… Read More

SEC: Small Business Capital Formation Advisory Committee Meeting Discusses Why Reg D 506c Has Seen Little Growth

Regulation D (Reg D), the leading securities exemption for private offerings, is a huge market measured at over a trillion annually. Under the JOBS Act of 2012, Reg D received an update: old Reg D (506b) was joined by new Reg D (506c), an exemption that… Read More

CoinList Staking Fund Allows Accredited Investors to Generate Passive Rewards on Digital Assets with Diversification, Tax Benefits

The CoinList Staking Fund allows U.S.-based accredited investors and family offices to generate passive rewards on their digital assets with operational expertise, diversification, and tax benefits. By focusing on five distinct assets, each with “unique” and “compelling” features, CoinList provide investors with a pathway “to… Read More

Digital Assets: CoinList Explains How Accredited Investors May Benefit from Crypto Staking

Today, new financial opportunities are arising more quickly than ever before, prompting accredited investors and family offices “to seek innovative methods to grow and protect their wealth.” This, according to an update from CoinList. As cryptocurrency gains mainstream acceptance, CoinList explains that investors are increasingly… Read More

US Digital Family Office Arta Finance Launches in Singapore

Singapore at Night Marina Bay

Arta Finance, a US-headquartered digital family office for accredited investors, has secured approval to launch in Singapore, aiming to open its platform to Singaporean residents and other investors later this year. This move follows a significant expansion of Arta’s product offerings and team of industry… Read More

Linqto, the Investment Platform Democratizing Access to Private Markets, Appoints New Chief Revenue Officer

Linqto, the financial technology investment platform democratizing access to private markets for accredited investors, announced that Geno Zawrotny has been appointed as the company’s Chief Revenue Officer. Zawrotny brings more than two decades of experience to Linqto “with expertise across industry sectors, including public equities,… Read More

Capital Ideas With Omi Bell of Black Girl Ventures On Empowering Underrepresented Entrepreneurs

On the latest episode of Capital Ideas, an interview series hosted by Nick Morgan and Dara Albright of Investor Choice Advocates Network (ICAN), Omi Bell, the CEO of Black Girl Ventures, shed light on the critical challenges faced by black and brown female entrepreneurs in… Read More

CoinList Introduces Staking Fund, Enabling US Accredited Investors to Earn Returns on Digital Assets

CoinList, the crypto launchpad and exchange that provides access to  established crypto assets, has launched a family of staking funds that “allow U.S. accredited investors to earn rewards through investment in a fund whose strategy is to stake digital assets.” At launch, the funds will… Read More

Real Estate: Pacaso Introduces New Opportunity for Accredited US Investors

Pacaso announced the launch of an opportunity for accredited U.S. investors to invest in a technology-enabled real estate marketplace “that helps people buy and co-own a luxury second home.” The new investment opportunity with Pacaso is “a two year, 10% annualized promissory note backed by… Read More

Real Estate Firm Neighborhood Ventures Launches NV REIT Welcoming Non-Accredited Commercial Investors

Neighborhood Ventures, which claims to one of the country’s largest real estate crowdfunding companies, announced the launch of NV REIT, its first nationwide offering which provides “a unique real estate investment opportunity to accredited and non-accredited, individual investors of all income levels.” Previously, participation in… Read More

SEC Small Business Capital Formation Advisory Committee Tells Commission to Add Sophistication Option for Accredited Investor Qualification, Cautions on Undermining Reg D, More

  The Securities and Exchange Commission (SEC), Small Business Capital Formation Advisory Committee (SBCFAC), has posted two letters advising the Commission on key policy goals that impact capital formation, especially for smaller – private firms. The Committee is the creation of the SEC Small Business… Read More

Equitybee Introduces Second Quarterly Fund

Equitybee, the employee-focused stock options funding solution, announced its second quarterly fund, the VC5 Fund, which “leverages Equitybee’s unique deal flow and inherent advantages to offer accredited investors a new and unique investment channel.” The latest fund will “follow VC firms Andreessen Horowitz, Sequoia, Founders… Read More

JOBS Act 4.0: Improving the Regulatory Environment for Entrepreneurial Capital Formation

Passed with large bipartisan majorities and signed into law by President Obama, the 2012 JOBS Act was a bipartisan achievement of consequence. The JOBS Act substantially improved the laws governing entrepreneurial capital formation and has had a measurable positive impact on entrepreneurial capital formation. But… Read More

YieldStreet Explains How it Offers Investors Diverse Investment Opportunities

Peer-to-peer lending has become an increasingly popular strategy among online investors. Platforms like Prosper have brought the P2P lending model “into the spotlight,” according to an update from YieldStreet, a multi-asset alternative investment platform that’s focused on reducing friction and offering “previously unattainable” access to alternatives… Read More

Cass Sanford from OTC Markets Comments on SEC Amendments that May Eliminate Public Quoting in Securities that Don’t Make Current Info Publicly Available

Cass Sanford, an Associate General Counsel who supports regulatory and policy-making initiatives at OTC Markets Group, notes that the US Securities and Exchange Commission’s (SEC) amendments to Rule 15c2-11 may eliminate public quoting in securities of issuers that don’t make current information “publicly available.” Sanford,… Read More

iCapital Network Announces Expansion of Product Offering for Accredited Investors with iCapital KKR Private Markets Fund

iCapital Network, a fintech providing access to alternative investments, announced on Wednesday that iCapital RF Adviser, a registered investment adviser and a subsidiary of iCapital,has been appointed investment adviser of the iCapital KKR Private Markets Fund. iCapital reported that the appointment expands the scope of… Read More

Zoe Adamovicz, CEO at Neufund, Reveals how Blockchain or DLT enabled Crowdfunding Platforms can Streamline Investment Process

Zoe Adamovicz, CEO and Co-founder of Neufund, recently explained how a blockchain or distributed ledger tech (DLT)-powered fundraising platform actually works. Neufnd was established in 2016 and its main value proposition involves democratizing access to funding for  entrepreneurs and also to make it more convenient… Read More

SEC Chairman Jay Clayton Tells House Committee that Fewer Public Companies is a Troubling Trend, Shares Insights on ICOs

Securities and Exchange Commission Chairman Jay Clayton spent much of today visiting with the House Financial Services Committee. This was his first hearing before the Committee since he took the helm of the regulatory agency. Much of Clayton’s prepared remarks echoed his visit to the… Read More

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