5 Ways To Improve CTAs August 3, 2023 | Marketing Intent Have your eyes ever failed you? You can’t find a pen that’s in your hand, a phone that’s on your desk, or for the sunglasses sitting in your car console. That’s what it feels like when you’re on a web page or reading an…

What is Fund Accounting? And What Should Fund Accounting Be? August 3, 2023 | David Fisher | Phoenix American Fund accounting is a detail-oriented, deadline-driven role designed to streamline back-office administration for an investment fund so that fund management can concentrate on its core tasks of fundraising and the acquisition and management of portfolio assets.…

Top 5 Advantages of Rule 506(c) July 25, 2023 | Jim Raper | WealthForge When Title II of the Jump Start our Business Startups (JOBS) Act took effect in September 2013, Rule 506 of Regulation D was split into 2 distinct exemptions, 506(b) and 506(c). 506(b) preserved the old Rule 506, but 506(c) changed the…

Fund Accounting for Today’s Funds July 6, 2023 | David Fisher | Phoenix American Private equity funds have unique fund accounting challenges, the more so because no two private equity funds are quite the same. Fund managers are well-advised to engage a third-party fund accounting provider and the choice of provider is an important one.…

Why Hire A Marketing Firm For A 506(B)?  July 10, 2023 | Marketing Intent Some firms offering 506(b) private placements wonder why they would hire a marketing firm. While a 506(b) can be very limited on how you can market the offering, there are a number of ways you can stay in front of financial…

Is Your Marketing Ignoring Due Diligence Officers? July 10, 2023 | Marketing Intent Due diligence officers play a key role in the success of investment offerings through their firms. But many asset managers don’t have a plan to market to due diligence officers in a proactive and consistent way. If you aren’t treating due diligence…

Email Is Not Dead July 3, 2023 | Marketing Intent Evolving Your Email We recently learned that wifi wasn’t initially adopted. With the obsession to find a wifi network, get a wifi password and check to see if a location we’re vacationing to is wifi friendly, this is surprising. But the reason why is because…

Can the Regulation A Exemption be used for a syndicated offering? June 29, 2023 | Jim Raper | WealthForge The JOBS Act of 2012 created and revised methods for small and emerging companies to raise capital. Regulation A (Reg A), one of the available exemptions companies can take from registering their securities with the SEC,…

Investor Relations and New Investment Processing June 22, 2023 | David Fisher | Phoenix American New investment processing is all about efficiency and accuracy and an essential part of investor relations. The ease and speed with which an investor is brought into a fund by the investor relations team is the investor’s first impression of…