News & Views
Capital Markets Thoughts and Guidance
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INSTITUTIONAL “FUND” CAPITAL PROVIDERS ARE FULL: Bandwidth Constraints
July 19, 2023 Having trouble raising capital for a fund that focuses on investing the private capital markets? You are not alone! Venture Capital funds are on pace to have the lowest funding level since... Read More -
INSTITUTIONAL QUALITY CAPITAL MODELING: 3 Components for Best Practices
July 19, 2023 Most investment opportunities require an “institutional” quality model to effectively convey the investment proposition and obtain best outcomes. A successful model is the financial guidepost that tells the investment story... Read More -
DEER ISLE: Insights, Views & Investment Trends
July 19, 2023 Hollywood and AI Clash! Striking Hollywood screenwriters and actors have included compensation for residuals which includes how AI uses streaming and other publicly available but “owned” information on their list... Read More -
DEER ISLE: Insights, Views & Investment Trends
June 22, 2023 Fashionable Skirt Heights are Rising – Does this bode well for Stock Prices!? It seems that both women and the stock market are feeling optimistic. If you window shop on... Read More -
GUEST POST: Patent Due Diligence Check List
June 22, 2023 The below checklist should help Capital Providers conduct a thorough Patent Due Diligence Process as well as help Capital Seekers prepare for an Institutional Due Diligence Process Patents Date Requested... Read More -
EMAIL SUBJECT LINES THAT WORK IN THE CAPITAL MARKETS: Do’s and Dont’s
June 22, 2023 Email is still the main business communication tool – as bad as it is. Most business people use it for most of their communications. Post COVID, calls are reserved for... Read More -
PROPRIETARY DEALS WITHOUT PROPRIETARY DRAWBACKS: The “Sell Side” Deal Shepherd
May 24, 2023 Buyers and investors love proprietary deals. Compared to an auction, proprietary situations allow for a closer relationship with the owner and a more buyer-friendly price and/or structure. Unfortunately, as experienced... Read More -
DEER ISLE: Insights, Views & Investment Trends
May 24, 2023 A Brave New World – AI and Copyrights! Recently the Supreme Court decided that Andy Warhol was not entitled to use Lynn Goldsmith’s Prince photograph for a series of images... Read More -
GUEST POST: Navigating an IP Due Diligence in M&A – Done Deal?
May 24, 2023 The value of a merger or acquisition often depends on the potential value and risks associated with the target company’s intellectual property. In today’s global marketplace, understanding the target’s IP... Read More -
HOW TO CREATE A CAPITAL PIPELINE: Pipeline is Not Revenue or Closed Transactions!
April 26, 2023 When seeking capital to grow, having a pipeline to support goals is often the key between obtaining attractive capital partners or not. A pipe line supports and gives validity to... Read More -
GUEST POST: PWC’s 2023 GUIDE TO TAX AND WEALTH PLANNING: For HNWI & Family Enterprises
April 26, 2023 Effective tax planning can be challenging, but it isn’t impossible. Even in a down economy, there is still significant planning which can be undertaken to help achieve financial and philanthropic... Read More -
DEER ISLE: Insights, Views & Investment Trends
April 25, 2023 MARCH SHOWERS BRING APRIL FLOWERS… Most major US equity indexes have been positive by almost 10% since the beginning of the year. On the heels of the “banking crisis” in... Read More