FINE的动态

?? ?????? ???????? ???????????? ???????????? ?????? ???????? ???? ?? ?????????????? ??????????? This week in my newsletter, we dive into the critical decisions founders face when raising capital: How much equity should you give up, and how do you ensure you're getting the best deal? ?? Backed by insights from Carta's Founder Ownership Report and our experience, we explore: ? Equity dilution trends at every funding stage. ? Strategies for preserving founder control while raising capital. ? Key timing and valuation considerations to maximize leverage. ?? Hint: Preparation, timing, and knowing your worth are everything. ?? Ready to navigate these challenges and make smarter decisions for your business? Subscribe with the link in the comments! FYI - I'll be in London, Feb 4-6th with a few slots remaining to discuss M&A and growth capital. ? #Entrepreneurship #StartupGrowth #CapitalRaise #Newsletter #mergersandacquisitions #fintech #payments #wealthtech #ICE25 #ice2025 #finovate2025 #finovateEU Wellesley Hills Financial LLC Tobias Sproehnle, CFA Sri Malladi Yuval Giveon Tomer Michaeli Joshua Lloyd-Lyons

We are proud to host the Navigating Preferred Equity in Today's Market young professionals roundtable with CRE Finance Council! Join Shareholder Stephen Torok on June 5th as he moderates this panel discussing the higher interest rate environment and how to navigate a preferred equity investment. #polsinellinewyork #realestatefinance #youngprofessionals

?? Stay Committed to the Journey of Growth! Investing isn’t just about taking the first step; it’s about staying on the path even when the journey feels challenging. This image from WhiteOak Capital Mutual Fund perfectly illustrates the importance of patience and a long-term perspective. ?? Invest in the markets. ?? Stay through the ups and downs. ?? Witness growth over time. ?? Avoid missing out on long-term gains. A big thank you to #WhiteOakCapital for reminding us all, the value of a steady, long-term approach in investing. Let’s not let short-term fluctuations derail long-term dreams! #Investing #WealthManagement #LongTermGrowth #FinancialPlanning #StayInvested #PatientInvestor

#VentureCapital Evergreen Funds? - A Myth or Reality? Something is moving especially on #secondaries since liquidity is a structural issue Mediobanca Private Banking is in the #BayArea in #usa to assess new trends in the #privateequity space Thanks Hans Swildens of Industry Ventures and Russell Investments for sharing new ideas #innovation #future #wealthmanagement

? Traditional early-stage VCs → long-term high multiples with high risk. ?(60% of European VCs return 1:1 after 10 years) ? TRAMLINES model → short-term access to liquidity + long-term high multiple returns. De-risking the investment process and leading to lean business building practices. In traditional early-stage VCs, you’re paid more if you deploy more capital. Shockingly, this leads to…spending more. And: → Bloated valuations. → Bloated infrastructure. → Bloated top-line numbers. An equity, retainer-based model combats this because: Investors are disincentivised to keep pumping in capital for the sake of it (because it dilutes our own equity more). Blindly spending more money isn’t the answer. Efficient allocation of capital is.

?? The Next Chapter: Sensible Money Group ?? After years of relentless dedication and strategic growth, I am thrilled to share that we are launching Sensible Money Group. We've spent the past years meticulously building a portfolio of market-leading businesses, each a testament to our commitment to innovation, excellence, and sustainable growth. Now, we’re ready to take things to the next level, and we’re opening the door to exclusive investment opportunities within these high-performing companies. This is more than just an expansion it's an invitation to be part of something truly transformative. We are actively seeking partnerships with forward-thinking wealth managers who understand the intricacies of navigating complex markets and who are eager to align with a group that not only meets but anticipates the evolving needs of today's investors. Our businesses are not just positioned for success they are engineered for resilience and long-term growth in an increasingly dynamic global economy. This is a unique opportunity to engage with ventures that are at the forefront of their industries, and we believe the synergies created through collaboration with astute wealth managers will be game-changing. If you're a wealth manager looking to provide your clients with access to innovative, high-calibre investment opportunities, let’s connect. The future is Sensible and it’s ready for the discerning investor. #WealthManagement #InvestmentOpportunities #SensibleMoneyGroup #StrategicGrowth #MarketLeaders #FinancialInnovation

Thanks to novel investment vehicles, trading platforms and pioneering fintechs, capital markets feel more accessible than ever to global investors. And BlackRock's $3.22B acquisition of Preqin could break the final frontier into the traditionally opaque private markets. ?? Preqin’s comprehensive data on alternative assets has the potential to revolutionise how these assets are understood, managed, and invested in. This is particularly impactful for family offices and non-professional investors - like you and me - who often face barriers to entry in private markets. ?? The next step will be to create indexes for private markets, mirroring those in publicly-traded instruments, a vision Larry Fink, BlackRock CEO, has already expressed: “Just as index has become the language of public markets, we envision bringing the principles of indexing to the private markets.” ?? The acquisition of Preqin is not an isolated event but rather a part of a broader strategy for the Firm. In the past five years alone, BlackRock has invested $17 billion in private markets through Global Infrastructure Partners (GIP) Partners, eFront, and now Preqin, thereby building a robust end-to-end private market technology ecosystem. ?? Preqin will be integrated into BlackRock's technology services unit, which accounted for 8% of the company's total revenue in Q1 2024. Although a smaller segment, this unit generates revenue less sensitive to market fluctuations, making the acquisition a strategic fit. ?? This acquisition is more than just a business deal; it’s a significant step toward making private markets more transparent and accessible to a broader range of investors. The future of investing is here, and it’s more inclusive than ever. #Finance #AlternativeInvestments #PrivateMarkets #FinancialNews

Congratulations to the investment banking company Capital Times on officially joining our association! ?? Capital Times has 18 years of experience providing comprehensive M&A solutions and is an active participant in the international network of M&A advisors Globalscore Partners. The company's portfolio includes 38 successful deals, as well as 260 completed projects in various sectors of the economy. Among the company’s main services are building financial models, analyzing new markets for business scaling, attracting strategic and financial partners, preparing the company for investment attraction, and full support in M&A transactions. Focus verticals include FoodTech, FinTech, HealthTech, MilitaryTech, and EdTech. Also, in the near future, Capital Times is going to launch a fund aimed at investing in disruptive companies that are redefining the future of technology, health, and sustainability. “We already have a portfolio with 9 investments, including 3 exits. Now, with a new fund, we are excited to continue our journey by providing the necessary resources, mentorship, and strategic support to help companies scale and succeed,” as per Capital Times Managing Partner Serge Hancharevich ????.

Here's our latest research, together with Mindful Wealth and Avenida CLO Funds. Understanding CLOs, assessing risk tolerance, diversifying investments, and seeking clear communication from managers are crucial for mitigating endogenous risks.

Innovest Principal Sloan Smith, CAIA, CPWA? and Senior Analyst Natalie Miller (formerly Kuzia), CFA?article, "The Lack of Private Equity Distributions: A Current or More Permanent Dilemma?" has been published in Financial Advisor Magazine. https://lnkd.in/gcURhJex #innovest #investment #privateequity #alternativeinvestments