Home

Impact Investing

Co-ops and Capital

A few weeks ago, I presented to the Colorado Employee Ownership Commission about co-ops and capital formation strategies and options. Here is the presentation. If you’d like to learn more about the subject, or design your own cooperative’s capital strategy, you can book a bespoke consulting session with me, HERE.

Read more

Capital Basics: Five Categories of Financing

The Jason Wiener, p.c. blog has a significant and growing section on raising capital for a business. This post will go back to the basics and briefly describe the five categories of financing: debt, equity, convertible debt, grants, and rewards-based fundraising. Most types of fundraising fall within one or more of these areas. Debt: Debt …

Read more

SEC Adopts Temporary Rules to Loosen Crowdfunding Regulation in Light of COVID-19

 In recognition of the particular effect of COVID-19 on small businesses, the SEC issued temporary rules earlier this month to allow small businesses greater access to interstate crowdfunding. The federal requirements for crowdfunding, called Regulation Crowdfunding or Regulation CF, had slow approval processes and arduous requirements which made it difficult for small businesses to access …

Read more

Divest…and now what? Tips for Local Investing

If you’re one of the many who have been moved to take matters into your own hands and ensure that your retirement accounts are divested from sin-sectors, such as fire-arms, alcohol, tobacco, petroleum, mining, or other companies and industries that extract from the earth, people or communities, you may be asking “now what?”  The divestment …

Read more