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The Impact of Covid-19 on Startup Investing in Funding Portals


The Covid-19 (Coronavirus) created a wave that shocked the world, wreaking havoc on so many, but for a lucky few can result in opportunity. Jobs were lost, businesses continue to shut down and a…

Financial Advisor's Office

Find Financial Advisors Focusing on Startups


Finding advisors focused on startups can seem like a challenge to many investors including myself. Where do you even begin looking? How do I know the advisor is the real deal? What startups or…

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Event: Panel on Alternatives to Diversify your Portfolio


Looking to explore innovative ways to grow your wealth? Attend our Panel Event September 2020 17 /*-->*/ Join us to explore novel ways to invest in something new. By being a…

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Reg CF Fund Analysis via CrowdWise Guest Post


I worked closely with CrowdWise founder, Brian Belley, to co-author a piece on startup funds available to non-accredited investors. We have been keeping a list of funds and intelligence on each,…

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Why Invest in Startups with Equity Funding Portals


Let’s begin by addressing the why behind investing in your future. Your why is truly important when it comes to setting financial goals and making quantifiable investment targets. To many, that ‘why…

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How to Invest in Equity Crowdfunding Portals


The allure of investing early in a high growth startup company is the potential for huge returns, but historically was restricted to the wealthy. Now anyone can invest in publicly available offerings…

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Top Real Estate Investing Portals


This is the second part of a 2 part series covering ways to capitalize on real estate crowdfunding. Go to Part 1, in case you missed it, where I provide context on the real estate industry and…

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Reducing Risk with Equity Investing Portals


Investing in Alternative Assets can produce impressive returns, but with those returns comes risks and regulatory challenges. In order to profit from investments in early stage equity and coin…

Commercial Real Estate property

Zone In - Investing Opportunity on Real Estate Platforms


If you are interested in real estate investing innovative platforms can provide access to higher yielding interest income than traditional brokers. New technologies and regulations have made way to…

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Angel Portfolio Management


Many early stage investors start tracking in spreadsheets or accounting systems, but these often fall short for providing real time actionable insight. Complexity has increased as asset structures…