Both Sides of the Table

JULY 29, 2010

The longer you wait the higher the price they’ll have to pay and the less time the clock will be ticking on long-term capital gains tax. Most importantly we talked about my good friends at Okta who were financed by Andreesen Horowitz. You’re not screwing me – you’re screwing your fellow employees.

Venture Capital 282

Venture Capital Term Sheet Valuation Stock Options 282

The Startup Magazine

JUNE 23, 2021

With a residential mortgage, you borrow money to help you finance buying a home. Of course, when you get a business mortgage, you are also making a significant capital gain. Over time, property prices always eventually rise, so purchasing premises can be a great way of realizing capital growth in the long term.

Capital Gains 102

Capital Gains Equity Finance Cost 102

Startup Company Lawyer

MAY 13, 2009

The budget proposal would modify IRC Section 1202 to provide for a complete exemption from capital gains tax for qualified small business stock issued after February 17, 2009 and held for five years, and the amount excluded would not be added back for alternative minimum tax purposes. Current Law.

Capital Gains 47

Capital Gains Stock Small Business Redemption 47

Start Up Blog

JANUARY 26, 2012

You can draw out profits (capital gain) from a property that has grown in value and not pay tax on it. Investors should choose between yield or capital growth when investing. Capital gains tax on selling is 50% lower if you’ve held the property for over 12 months.

Capital Gains 74

Capital Gains Technical Review Australia Acquisition 74

YoungUpstarts

AUGUST 10, 2017

Taxes are one of the primary sources of a country’s funding, and without proper tax implementation, a country’s financing is significantly affected. So people in the business also need technological help in calculations, finance organizations, and others. So how does VAT technology affect a country’s tax system? Other taxes.

Technology 100

Technology Capital Gains Finance Matching 100

Steve Blank

APRIL 11, 2018

And why funding from families and friends is a dominant source of financing for early-stage ventures (because friends and family know an entrepreneur’s ability better than any resume can convey). tax rate for individuals making over $100,000 was 70% and 90% (taxes on capital gains fluctuated between 20% and 25%.)

Entrepreneur 336

Entrepreneur Business Model Capital Gains Aggregator 336

The Startup Magazine

OCTOBER 3, 2019

Financing a business venture is a difficulty that many start-up owners have encountered. For those struggling to gain access to money lending via traditional banking institutions, stock loans, also called securities lending, can be a helpful financial resource. This is often a stumbling block for start-up owners.

Stock 75

Stock Angel Investor Startup SEC 75

Scott Edward Walker

APRIL 9, 2012

Introduction We are in the golden age of seed financing. Venture capital funds, seed funds, super angels, angel groups, incubators, and “friends and family” are all playing the seed financing game and investing early in startups in an attempt to land the next Facebook. What is a Convertible Note? price the round).

Preferred Stock 87

Preferred Stock Finance Common Stock Liquidation Preference 87

YoungUpstarts

APRIL 11, 2018

In 2015, CNBC and the Financial Planning Association conducted a survey, which concluded that 78 percent of small-business owners planned on selling their own businesses so that they had the finances to be able to retire. Just remember if you sell the company before you die, you may have to pay capital gains tax. Reason No.

Small Business 138

Small Business Equity Denver Capital Gains 138

The Startup Magazine

MAY 4, 2023

These costs include capital gains, investment returns, and retirement proceeds. Likewise, net income is the money distributable to shareholders. Therefore, employers should consider shrinking their gross income for tax planning as it will automatically reduce tax liability. How about you increase these expenses?

Small Business 119

Small Business .Net Retention Employee 119

K9 Ventures

MARCH 23, 2011

The convertible note was really intended as an instrument for a “bridge financing” – when an equity round was imminent, and likely to occur, but the company needed some money in between. In that case, it made good sense to have a debt instrument, where the note holder then converted into equity when the financing occurred.

Pre-Money Valuation 132

Pre-Money Valuation Valuation Equity Liquidation Preference 132

www.seriesseed.com

DECEMBER 9, 2012

Series Seed Financing Documents Blog.   That’s because there are not that many issues to negotiate in a simple equity financing. Have you had anyone from Canada use these documents for financing a Canadian (Quebec) entity? Series Seed Financing Documents. SeriesSeed.com. Blog Archives. 09/02/2010. Then you win.”

Term Sheet 40

Term Sheet Dilution Ratchet Equity 40

K9 Ventures

OCTOBER 10, 2017

This post is intended to be a dynamic document, and I will attempt to update it from time to time with new questions that may arise or as financing trends evolve. Q: What amount of financing is considered Pre-Seed? Typically, Pre-Seed rounds are less than $1M in aggregate capital raised. Q: Define Pre-Seed?

Seed Stage 82

Seed Stage Finance Later Stage Equity 82

www.seriesseed.com

MARCH 2, 2010

SeriesSeed.com Series Seed Financing Documents Blog Home Documents Blog Archives Subscribe 09/02/2010 Version 2.0   That’s because there are not that many issues to negotiate in a simple equity financing. Let’s imagine that using the more simple documents saves 10% of the time and money involved in a seed financing.

Finance 58

Finance Term Sheet Equity Aggregator 58

The Startup Magazine

NOVEMBER 22, 2019

The advantage of investing in stocks, bonds, and index funds is that you can take the money out at any time without penalties, but you will be subject to capital gains taxes if your investment has shown a profit. However, you may also have penalties for early withdrawals before the age of 59 ½. Learn About Investing.

Stock 136

Stock Portfolio Matching Dividend 136

Growthink Blog

JUNE 18, 2014

Almost every day comes barely able to believe valuations on technology company financings, acquisitions, and public offerings. And when asset values go up, when purchase and sales transactions occur that result in huge capital gains, when people are working and earning good wages, Tax Receipts increase too.

Accredited Investor 78

Accredited Investor Private Equity United States Valuation 78

Startup Company Lawyer

JULY 20, 2009

Incorporating a company and demonstrating that it is a “real&# business with sufficient capital is typically a prerequisite to a visa application. Starting capital gains holding period in the event of a stock sale. I represented a couple of Facebook app companies last year that were sold in taxable transactions.

IP 67

IP Stock Options Preferred Stock Capital Gains 67

Both Sides of the Table

MAY 24, 2021

This “overnight success” was first financed in 2004. All have been able to take some secondary stock sales along the way, all remain shareholders of the company and all benefit from late-stage capital provided by Accel, Morgan Stanley, HIG Capital ( Scott Hilleboe ) and others. The virtue of going long.

Venture Capital 363

Venture Capital LP Valuation Later Stage 363

YoungUpstarts

JANUARY 20, 2020

That’s why lenders rely on the five C’s as a guide: credit, capacity, capital, collateral, and conditions. Most young founders lack at least a few of those C’s, making debt financing only feasible under limited conditions (and with plenty of upfront legwork and planning). Consider owner financing.

Indiana 154

Indiana Startup Bootstrapping Finance 154

www.payne.org

SEPTEMBER 22, 2011

Owning the stock has a potentially significant tax advantage: it starts the timer for long-term capital gains. Any capital asset held for more than a year is taxed a low, long-term capital gains rate (currently 15% percent, maximum).

Equity 56

Equity Employee Vesting Preferred Stock 56

K9 Ventures

NOVEMBER 21, 2011

The downside is that while the purchase of the Common Stock results in capital gains, the payment of the bonus, results in taxable income for the founder. I have more extensive views on this, but this post is getting long enough!).

Founder 84

Founder Common Stock Preferred Stock Stock 84

K9 Ventures

NOVEMBER 21, 2011

The downside is that while the purchase of the Common Stock results in capital gains, the payment of the bonus, results in taxable income for the founder. I have more extensive views on this, but this post is getting long enough!).

Founder 87

Founder Common Stock Preferred Stock Stock 87

ReadWriteStart

JANUARY 28, 2022

Dividends paid and capital gains realized on a per-share basis provide ordinary shareholders with a way to participate in the profits stream of the company. It is possible to participate in a company’s capital gains (losses) without purchasing its common stock if the owner of a warrant holds it for a lengthy period of time.

Valuation 108

Valuation Equity Warrant Common Stock 108

Pascal's View

SEPTEMBER 1, 2008

A decline in federal and university financing for research has dried up new ideas, she said. If start-up companies do find financing, she said, new regulations make it hard for them to grow, and the focus of investors on short-term performance discourages companies from taking risks.’ to stay in the U.S.

Silicon Valley 28

Silicon Valley America Venture Capital United States 28

David Teten

AUGUST 20, 2019

The question I’m asking myself: should a new VC fund use Revenue-Based Investing, traditional equity VC, or possibly both (likely from two separate pools of capital)? Revenue-Based Investing (“RBI”) is a new form of VC financing, distinct from the preferred equity structure most VCs use. Potentially could use SBIC financing.

Revenue 60

Revenue SBIC Cofounder Venture Capital 60

Entrepreneurs-Journey.com by Yaro Starak

DECEMBER 29, 2010

Despite not focusing on any new projects my finances stayed on track and I even managed to crack the half million mark in revenue that tax year for the second year running, meaning I had generated more than a million dollars online in 24 months.

Programming 86

Programming Internet Restful Hiring 86

Up and Running

APRIL 29, 2014

But basically, your personal finances and business finances are little more intermixed when it’s pass-through entity. That’s a little more complicated, because there can be dividends, interest or capital gains, and there’s different tax rates for those. The last one here is your long-term capital gain.

.Net 85

.Net Capital Gains Distribution Puerto Rico 85

The Next Web

JULY 21, 2013

Vesting means that at the very beginning each founder gets his or her full package of stocks at once to avoid getting taxed for capital gains; but, the company has the right to purchase a percentage of the founder’s equity in case he or she walks away. This is why vesting is so important. Investing in vesting.

Vesting 143

Vesting Founder Chile Equity 143

Seeing Both Sides

FEBRUARY 22, 2009

In this article he opines: "I would have loved to have seen the stimulus package include a government-funded venture capital bank to help finance all the start-ups that are clearly not starting up today — in the clean-energy space they’re dying like flies — because of a lack of liquidity from traditional lending sources.".

Venture Capital 20

Venture Capital Capital Gains Massachusetts IPO 20

Both Sides of the Table

AUGUST 30, 2010

And the tax changes for 2011 could cause a further end-of-year sell-off: Another factor often not discussed is that the capital gains tax increases coming into effect in 2011 are might just lead to a stock market sell-off in Q410 as investors “lock in” gains at a lower tax rate.

Entrepreneur 298

Entrepreneur Technical Review Balance Sheet Government 298

techcrunch.com

SEPTEMBER 2, 2012

As a refresher, a convertible note is a loan that automatically converts into equity upon the closing of a Series A round of financing. Additionally, Convertible Equity is “equity” that may have a lower capital gains tax benefit for investors, since it is likely classified as “qualified small business stock”.

Equity 87

Equity San Francisco Technical Review Angel Investor 87