Investing Insights & Analysis
Below is an archive of our professional insight and analysis that will help you unlock the wealth building power of private equity and early-stage investing.
📈Secondaries Crack, Kardashian goes PE, and New Bills on the Hill
Here are the new realities in private markets and 15 new bills that could change capital markets
From 7-figure portfolio to generational wealth
An introduction to how Insiders and Elite invest
Real Estate, Special Situation Funds, and New SEC Rules
Real estate performance and what private equity firms are gearing up for.
Investing in Private Real Estate: An Introduction
Looking to diversify into private real estate? Here’s what you need to know about this asset class
Bank failures, short sellers, and commercial real estate
Small and regional bank failures are adding up. Here’s why that matters…
How investors make (and lose) money in Private Capital
An introduction to capitalization tables and capital stacks
How To Avoid The Next “Enron”
Worried about losing money in bad deals? Read this…
Why I Hate Cryptocurrencies
Hint: it all has to do with this one simple problem
The Problem With Digital Health SPACs
The Digital Health sector is on fire right now. There’s been more public exit announcements in Q1 than all of last year combined, with more
Did You See What Microsoft Just Did?
Q1 is barely over, and we’ve already seen record-breaking $6.7B in US digital health funding, the most-funded quarter to date.
How To Find Crowdfund Investing Unicorns
Today’s question is one we hear a lot: “How do I find (and invest in) a startup that will one day become a company worth $1B+”. Which, oddly enough, is often paired with…
The “Secret” To Retiring Early And Traveling The World…
A quick lesson on building your cash flow portfolio.
📈 How the rich use depreciation to avoid taxes and get richer
An insider’s guide to (almost) tax free income
How to Buy a Mining Claim in 2023
Mining claims give individuals the legal right to explore and extract valuable minerals like gold from public land. Here are the steps involved in staking, filing, and selling mining claims in 2023—with a particular focus on Nevada gold mines.
📈 PE Sues SEC, Blackrock launches 3rd retail focused fund
Why Private Equity is suing the SEC and how Blackrock’s quest for money continues…
The Sneaky Secret To Quick Due Diligence…
If you’re looking for a way to shortcut your due diligence process, here’s my sneaky secret for rapidly screening deals
What Every Investor Needs To Know About MedTech
Don’t invest in a single deal until you understand how the FDA approval process works.
Investing in Breakthrough Medical Technology
A primer on the medical device market (and how to profit from it).
Investing For Your Kids And Grandkids
Building a portfolio you can pass on to the next generation
How To Avoid The Next “Enron”
Worried about losing money in bad deals? Read this…
Why I Hate Cryptocurrencies
Hint: it all has to do with this one simple problem
More Equifund Articles:
The Best Time to Sell Your Pre-IPO Shares
When should you sell your pre-IPO shares? It’s not such a simple answer…
The “Bonanza-Grade” gold mystery
A little science behind rocks that make investors rich.
Potential Pre-IPO Tax Problems
Investing in pre-IPO stocks? Here’s a look at the current conversations I’m having with my financial and tax advisors…
📈Gold: The best performing asset of 2023?
You’re probably sick and tired of hearing about the de-dollarization narrative, the debt ceiling shakedown, and Janet Yellen’s June 1st “hard deadline,” where we risk a default… That’s why today, we’re going to talk about the story you probably haven’t
A Potential $14 Billion Up for Grabs
How this ticking time bomb in healthcare could spell “opportunity” for MedTech investors
