Blog Posts
Legal Compliance Options for Raising Capital
To choose the right legal compliance strategy for your raise, you need to ask yourself four questions: Do I want to be able to publicly advertise the fact that I’m looking for investors? Do I...
read moreWhat is an accredited investor?
Here is a summary of the rules for what makes an individual an accredited investor: An individual is accredited if he/she/they meets one or more of the following requirements: Net Worth Individual...
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An Innovative and Inspiring Journey: A healing sanctuary raises funds to realize a new vision for the future
A photo from the grounds of Stonehedge Gardens and Holistic Learning Center Stonehedge Gardens and Holistic Learning Center is a 21.5-acre, landscaped sanctuary with walking trails, ponds, and...
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Exploring Non-VC Funding Models
Jenny Kassan was recently interviewed in B Corp’s “B the Change” series, a collection of stories of people using business as a force for good. In this Q&A, Jenny shares her...
read more Three Insights from My Trip to Baltimore to Meet Potential Investors
I recently returned from a trip to Baltimore where Michelle Thimesch and I met with several potential investors for Opportunity Main Street, our place-based investment fund. I love the process of...
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April is National Financial Literacy Month! Is That a Good Thing?
It’s the time of year when you may hear politicians wringing their hands about the low levels of financial literacy in our country and advocating for teaching financial literacy in our schools.While...
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What is the difference between a Benefit Corporation and a B Corp?
B Corp A B Corp is not a statutory business form. In fact, any business form (corporation, LLC, sole proprietorship, partnership) can be a B Corp – this is slightly confusing because the name...
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Why Access to Capital is Not Evenly Distributed: Racism and Finance
What is finance? Finance is the use of money to fund activities in the economy. These activities include everything from building buildings and starting businesses to buying stock in public...
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Episode 36: Getting Money Working for Justice with Morgan Simon
In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Morgan Simon, co-founder of Candide Group, an investment firm working with families,...
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Episode 32: Integrating Money and Meaning with Maggie Kulyk
In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch talk with Maggie Kulyk of Chicory Wealth, an investment advisory firm that helps people align...
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