Sentences with phrase «equity investors prefer»

Most equity investors prefer (or are effectively required) to hold shares in ongoing businesses.

«Most equity investors prefer either an executive summary or pitch deck for first contact, but will often request a more detailed plan later in the due diligence process.

Not exact matches

Venture capital investors almost always insist on investing through a «preferred» equity instrument, typically referred to as preferred stock.

Robb and Coleman reported findings from a 2014 survey that women founders prefer to rely on personal sources of financing and are three times less likely to approach angel investors or venture capitalists for equity financing.

Founders can lobby for higher compensation and options in lieu of equity stakes; investors can fight for preferred dividends and treatment of their shares when it comes to another round of funding or a sale.

Overall, we believe investors are being paid to take risk, and we prefer equities over fixed income.

The form of investment is dependent on the company's relative maturity with seed stage investments typically structured as convertible notes while early stage companies issue preferred equity in exchange for investor funds.

There is no cure for it, but to control the symptoms, investors could consider preferred shares, that class of security that exists somewhere between bonds and equities.

Previously, Fundrise was focused only on accredited investors with a variety of individual assets across the capital stack (senior debt, preferred equity, equity) to choose from.

While additional terms are found in a typical preferred equity financing, the few listed above serve as the primary reasoning behind venture capital investors pursuing a preferred stock structure when making an equity investment.

As bond investors find their preferred yield levels, some equity volatility may persist.

For preferred equity and debt investments, EquityMultiple receives a servicing fee in the form of a «spread» between the interest rate being paid to them by the sponsor or originating lender and that being paid to investors.

Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.

What I find most interesting is that, although investors are increasingly moving capital from actively - managed equity funds to ETFs, they still prefer actively - managed muni bond funds.

Given the company's relatively strong position now and the uncertainty of the future, some Wall Street sources are scratching their heads wondering why the Nordstrom family would even consider cutting a deal that would give a new investor preferred shares, noting that the idea was likely thrown on the table to see what would trigger private equity interest.That has brought some private equity firms back in for another around of talks, but one source noted: «Private equity these days don't really want to commit any money to brick - and - mortar.

(Jan. 2010) This course reviews key concepts of private preferred stock equity investment deals including pricing & deal economics; investor control & governance; and terms for monitoring & preserving the investment, maintaining & increasing ownership, and liquidation preferences.

This course also reviews key concepts of private preferred stock equity investment deals including pricing & deal economics; investor control & governance; and terms for monitoring & preserving the investment, maintaining & increasing ownership, and liquidation preferences.

Of course, as a mostly passive investor, I prefer to not get too much into actively and tactically timing the equity share.

We assume investors in equity funds prefer those funds to be maximally invested in equities given that investors can much more cheaply invest in cash on their own.

Angel investors are high net - worth individuals who invest in early - stage companies in exchange for equity (typically in the form of preferred stock).

Investors will own both equity and preferred equity in projects and the fund is designed to build up a sizable cash - flowing portfolio while paying quarterly distributions.

Investors who invest in companies offering Profit Sharing Units will receive preferred equity.

However, it may be possible to conceive of contemporaneous offerings if the issuer offered different securities, such as a non-convertible preferred stock in one offering and common stock in the other offering, and if the investors in the two offerings were different — for example, preferred stock being offered to an existing venture or private equity investor (or other investors with which the issuer has a pre-existing substantive relationship), while common stock is being offered to a broader range of investors in a separate offering using general solicitation.

Bottom line: We believe investors are being paid to take risk, and we prefer equities over fixed income.

Bottom line: We remain overweight Japanese equities (currency - hedged in the case of non-Japanese investors), and prefer stocks with greater foreign earnings growth.

With this understanding, Mezzanine debt investors seek returns between senior debt lenders and preferred equity investors but this will largely depend on how the deal is structured.

Overall, we believe investors are being paid to take risk, and we prefer equities over fixed income.

While I prefer stocks over bonds heading into 2016, investors who are overweight equities are vulnerable to any unexpected political or growth shock, and should consider the right hedge.

Investors may prefer dividend paying equities because dividends are historically responsible for about half of long - term total stock returns, because dividend payers tend to be established and stable businesses, or because dividend stocks experience lower volatility than non-dividend payers.

The two corporate bond ETFs might appeal to fixed - income investors who want a little more yield in exchange for credit and interest rate risk but personally, I prefer to take risk with the equity portion of the portfolio especially since corporate bonds are highly correlated with stocks.

We prefer to have GROWTH option within Equity Funds, because under DIVIDEND option, we are afraid that money coming back to investor as DIVIDEND, may not get re-invested and might get spent.

After their personal equity contributions, many small - business owners may prefer to utilize some type of debt to fund the business rather than take on additional investors.

The agencies will need more capital for lending, so I would expect more preferred stock issues, and perhaps an equity issuance, if to a key investor, like the US Government.

For taxable investors (and the preferred location is to own equities in taxable accounts) there is likely yet another bias in the data that favors actively managed funds.

For equity and preferred equity deals, they charge the investor a fee of 1 % of the invested amount.

Unlike his boss, he invests more like the average private and professional investor in publicly traded equities, without holding cash or fixed income, wholly owned subsidiaries, warrants, or special preferred deals.

In the past, many investors eschewed gold, preferring instead a mixture of stocks, bonds, and equities, potentially including...

He regularly advises public and private companies, real estate investment trusts, developers, investors, private equity funds and financial institutions in a wide range of real estate transactions, including acquisitions and dispositions, joint ventures, financings, leasing, sale - leasebacks and preferred equity investments.

As a result, many investors will not prefer buying ULIPs and insurers will find it tough to sell the product to investors wanting 100 % equity exposure.

Before DTC implementation, Tax Planning MFs or saving schemes, which are equity linked, are going to remain favorites with investors who prefer mutual funds because of their tax saving options.

LG Partners, LLC (City, ST) 2000 — 2002 Member & Co-Founder • Manage two leveraged funds: Bolton Capital and Pine Hill Asset Management • Invest primarily in equities, preferred stocks, high grade corporate and convertible bonds • Manage funds to maximize absolute total return ensuring exceptional returns for investors • Train junior portfolio managers in industry best practices and corporate policies and procedures

For equity kickers and know that each deal is different, what I have done is structured the opportunity where the investor receives a preferred return and after that the splits can range from 50/50 to 75/25 - favoring the investor.

Prior to joining CBRE Global Investors in 2008, Mr. Scavone was Executive Vice President of Product, Portfolio and Capital Markets for an Allied Capital portfolio company where he was responsible for driving growth strategies through the development of various commercial real estate debt and preferred equity products.

Once you start bringing in more investors (outside of your girlfriend's parents), I don't think you'll be able to get away with a 50/50 % split (investors will probably demand a higher equity position and possibly a preferred return).