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Industry Insights //


What is an SPV?
A Special Purpose Vehicle/Entity (“SPV”) is a business entity that has a special limited purpose. SPVs are often created to protect assets and separate liabilities of a parent or...


4 Common Types of Convertible Debt
There are four common types of convertible debt that founders will often issue: Convertible Notes, Simple Agreements for Future Equity (SAFE), Keep It Simple Security (KISS), and Simple Agreements...


The 2 Biggest Concerns When it Comes to Real Estate Fund Regulatory Requirements
Real estate funds have several similarities to private equity and venture capital funds, but the regulatory requirements are often slightly different. Generally, real estate fund managers should be concerned...


3 Ins and Outs of Fund Transfers
3 Ins and Outs of Fund Transfers One of the largest factors that make investing in private companies high risk is the general lack of liquidity. An investor can...


Assure Services Assists AngelMD in Their Mission to Build the World’s Largest Network of Medical Startups
Assure partners with the most influential and successful leaders in the private investment community, including AngelMD located in Houston, Texas. AngelMD is a strong force in the healthcare investment...


A Deal’s 4 Most Common Post Closing Activities
The deal is closed, you are invested, but what happens next? The fact is that the work is not yet done.  Any number of events can require your attention,...


5 Key Elements to Look at Before Adding Smart Contracts to Your Business
There are five key elements that you should know before adding smart contracts to your business:  contracts are part of your every day, smart contracts are built on blockchains,...


Opportunity Zone Program: Assure Opportunity Fund Services
Opportunity Zone Program: Assure Opportunity Fund Services The Opportunity Zone Program, a tax incentive designed to boost investment in low-income areas, provides organizers in a Qualified Opportunity Fund (“QO...


Investment Adviser Compliance: Venture Capital and Private Fund Adviser Exemption for ERAs
SEC ERA Registration Investment advisers who are primarily regulated by the SEC (Large Adviser firms with $100M or more in Assets Under Management (“AUM”)) may claim federal exempt reporting...


Exempt Reporting Advisers: Registration With the SEC or With the State?
Investment fund organizers acting as investment advisers are subject to registration with the appropriate regulatory authority. The determination of which regulatory authority the adviser is subject to is based...