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The Assure Podcast with Jeremy Neilson
42 minutes | 2 months ago
NextGen Venture: Ep. 05 w/ Anchor Capital and Marshall Newhouse
This week in NextGen Venture, NFL player/ venture investor Marshall Newhouse and Michael Mann / Jim Okun of Anchor Capital sit down with Jeremy Neilson to discuss the RISE OF THE ATHLETE INVESTOR.
36 minutes | 2 months ago
Structuring and Admin: Ep. 12 - Broker Dealers w/ Jim Dowd
In this episode of Structuring and Admin, Jeremy talks with Jim Dowd on the role of broker dealers in the private investment space, and Jim breaks down exemptions and structuring strategies in the modern regulatory environment. - Reg D vs. Reg CF - Crowdfunding - Reg CF vs. Reg A- How broker dealers provide services with these different types of raises?Jim is Founder and CEO of North Capital Private Securities (NCPS), a registered broker-dealer focused on origination, placement, and clearing of exempt securities; North Capital Investment Technology (NCIT), which provides technology for the exempt securities market; and North Capital Inc., a registered investment advisor. North Capital Private Securities is the designated broker-dealer for many securities funding platforms in the early stage equity, real estate, private funds, and securities token markets.Jim has extensive experience as the “broker-dealer service and function when it comes to origination, placement, and clearing of exempt securities, specifically being the designated broker-dealer for funding platforms in the early stage equity space."
0 minutes | 3 months ago
Structuring and Admin: Ep. 11 - Distributions w Keith Mayer
A capital-raising SPV is organized and investors are invited to participate in the opportunity because everyone thinks a distribution of principal and profit will happen in the future. Distributions are the reason, after all, for an SPV or a fund. In this episode, Jeremy and Keith discuss the nuances of converting an investment into cash or equity, and getting that cash or equity into hands of investors. The TYPE, such as IPO, M&A, rents, dividends, the FREQUENCY, like one time at exit, annually, monthly, and the FORM, like cash or equity shares, varies, depending on the asset that was invested in.
36 minutes | 4 months ago
Structuring and Admin: Ep. 10 - Why Use an SPV Instead of a Fund Structure w/ Robb Kunz
In this episode, Jeremy Neilson talks with Robb Kunz about fund structuring, specifically the considerations in using an SPV or a VC. Robb talks about his experience as an investor, with different strategies and insights he's gleaned along the way. He talks about the structuring implications with management fees, carry, liquidity, diversification, and more in this conversation with Jeremy.Robb is a serial angel investor and micro-VC fund manager. He’s a General Partner of Venture Blue Capital, and he’s made over 100 investments into early stage technology companies. He’s also the founder of Boom Startup, a leading mentorship seed accelerator.
33 minutes | 4 months ago
Structuring and Admin: Ep. 09 - Taxable Events w/ Kathy Marsh
In this episode of Structuring and Admin, Jeremy Neilson dives in to fund taxes with Kathy Marsh, VP of Taxes at Assure. What triggers the need to file taxes? How are fund entities different than operating business with respect to tax reporting? What you need to know about when you need to file taxes or not over the life of an investment. They dive in to convertible notes vs. SAFEs, priced rounds, and more. Also, how do management fees, carried interest affect taxes? What are the differences between SPVs and VC Funds? All this and more on this episode of Structuring and Admin with Kathy Marsh.
42 minutes | 4 months ago
Structuring and Admin: Ep. 08 - SPV Fund Docs w/ Evan Hiller
The Assure Podcast with Jeremy Neilson, Episode 8 of Structuring and Admin: HOW TO SET UP AND RUN A FUND, "SPV Fund Documents" with Evan Hiller of Riggs Davie PLC. Aren’t SPV Docs just stripped down VC Fund Docs? Jeremy Neilson and Evan discuss the difference between SPV vs VC fund documents and the misconceptions around executing with an SPV. Evan shares his experience with common mistakes organizers get into with trying to spin up docs for deals, and insights in how to approach structuring and deal docs for different fund types.
41 minutes | 4 months ago
Structuring and Admin: Ep. 07 - What is an Exempt Reporting Advisor? w/ Michael Blackham
In this episode of Structuring and Admin, Jeremy sits down with Michael Blackham of the Fund Law Group to talk about the ins and outs of Exempt Reporting Advisors when managing a fund. They go over theoretical scenarios for fund managers and deal organizers and provide insights on the structuring and admin implications of ERAs.
47 minutes | 5 months ago
Structuring and Admin: Ep. 06 - Post Close Activities w/ Miles Millard
What happens after you've finalized an investment into a private asset? Isn't it all about raising money and closing the deal? Jeremy talks with Miles Millard, Vice President of Operations at Assure, about all the work that has to happen after you close your fund. Administrative, from membership transfers to redemptions, acting on behalf of the investors on the cap table, with shareholder votes, and more.
37 minutes | 6 months ago
NextGen Venture: Ep. 04 w/ Skyler Fernandes of Venture University
Sky Fernandes talks with Assure CEO Jeremy Neilson about getting in to private investment, the future of education, and the state of the market.
22 minutes | 6 months ago
NextGen Venture: Ep. 03 w/ Boris Revsin of Republic Labs
In this episode of NextGen Venture, Jeremy Neilson talks with Boris Revsin about the investment thesis of Republic Labs, insights on the market amidst the pandemic, and optimizing your investment operation by leveraging technology.
27 minutes | 8 months ago
NextGen Venture: Jason Burke of TBD Angels
Without question, Boston is a global bastion of entrepreneurial dynamism and innovation, possessing a wealth of entrepreneurial talent and a large number of highly qualified angel and VC investors. Yet there has not traditionally been a central gathering place for these investors to come together to discuss and collaborate on deal flow. In this episode of NextGen Venture: The Democratization of Private Investment, Jeremy holds a virtual discussion with Jason Burke, one of three founding members of TBD Angels, which has quickly become a mainstay in Boston’s super angel community. From the time TBD Angels launched in April 2020 -- in the midst of the Covid-19 crisis -- it has found immediate resonance among Boston’s angel investment and entrepreneurial communities, addressing profound unmet needs in both arenas. This interview provides a fascinating look into how TBD Angels provides a much-needed forum for deal exploration and collaborative investment. Jason also details how TBD’s rapidly growing membership is providing value to startups that extends far beyond capital investment -- through active hands-on guidance and mentorship and high-impact relationship building. Will the current societal crises the U.S. is confronting bring about a new normal in the venture investment world? Jason drills down on these crucial matters.
28 minutes | 8 months ago
NextGen Venture: Rob Leclerc of Agfunder
In this episode of NextGen Venture: The Democratization of Private Investment, Jeremy takes the opportunity to explore the agricultural investment landscape with one its most influential experts and investors, Rob Leclerc, PhD, one of two founding partners of AgFunder. AgFunder, launched in 2013 in Silicon Valley, has established itself as the vanguard of global agri-foodtech (agricultural technology and food technology) investment, with more than 75,000 members and subscribers. In this discussion, Rob describes the expanding frontiers of agi-foodtech entrepreneurial development and investment, including a growing co-investment with A-list investors outside the firm’s domain. He also lays out the strategic vision to expand agricultural productivity through far-reaching technology innovation, in the face of accelerating global crises.
24 minutes | 8 months ago
Structuring and Admin: Ep. 05 - LLCs and LPs
25 minutes | 8 months ago
Structuring and Admin: Ep. 04 - SPVs vs VC Funds
27 minutes | 8 months ago
Structuring and Admin: Ep. 03 - The Anatomy of a VC Fund
30 minutes | 8 months ago
Structuring and Admin: Ep. 02 - The Anatomy of a Capital-raising SPV
14 minutes | 9 months ago
Structuring and Admin- How to Set Up and Run a Fund: Ep. 01
Since 2012, Assure has been honored to collaborate with people expanding the frontiers of the venture investment ecosystem, groundbreaking investors and entrepreneurs. Assure has created comprehensive technological, legal and administrative services that for the first time made it simple and affordable for investors to set up and manage special purpose vehicles and venture funds.
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