Step into the world of elite investing. Wealth in Numbers is not your average finance book-it’s a masterclass in Special Purpose Vehicles (SPVs), an innovative tool transforming the investment landscape. Designed for both seasoned investors and ambitious entrepreneurs, this book is your gateway to maximizing private investment deals with precision and confidence.
Inside, you’ll discover advanced strategies to build, manage, and leverage your deal flow with SPVs, transforming them into powerful tools for multiplying your opportunities. Learn how to engineer your financial future with this amazing strategy once reserved for the elite, now at your fingertips.
From real-world applications to step-by-step guidance, Wealth in Numbers is the ultimate resource for those ready to elevate their portfolios, diversify strategically, and gain a serious edge in today’s fast-evolving markets. This is more than a book; it’s your blueprint for creating wealth with purpose. Your journey to a new era of investing begins here.
表中的内容
Forewordi
Introduction – vii
What is an SPV? – 1
Understanding Securities – 4
Starting with Why – 9
Key Benefits of SPVs – 25
Notable Real-World Examples of SPVs – 33
Your Role as GP – 37
Understanding Limited Partnership – 42
General Partner Tips & Best Practices – 47
Planning and Goal Setting for SPVs – 51
Select The Right Jurisdiction – 59
International Jurisdictions – 64
How to Structure Your SPV – 69
Introduction to Securities Exemptions – 71
Rule 506(b) & 506(c) – 77
Understanding Rule 506(b) – 82
Establishing a Substantive Pre-existing Relationship – 88
Understanding Rule 506(c) – 93
Deciding Between 506(b) and 506(c) – 96
SPV Fees and Compensation – 99
Offering Size and Minimum Investment – 108
Planning Your Exit Strategy – 113
Creating Your SPV – 119
Mistakes to Avoid – 119
The Value of Legal Advice – 121
Forming the SPV – 122
Choosing a Registered Agent – 125
Establish a Dedicated Bank Account for Your SPV – 132
Creating the SPV Documents – 143
Investor Questionnaire – 145
Private Placement Memorandum – 149
Subscription Agreement – 156
ACH Authorization Form – 162
W-8 & W-9 documents – 164
The Power of Connections – 171
The Importance of Authority – 176
Establishing Your Online Presence – 178
Create a Newsletter – 181
Get a Quality Headshot – 182
Leverage Public relations – 183
Podcast Appearances – 184
Getting in the Right Rooms – 189
Build Your Contact Database – 213
The Art of Investor Selection – 217
Investor Classification – 219
Profiling the Ideal Investor – 227
Investor Accrediation – 231
Understanding Investors – 233
Knowing When to Say No: Selecting the Right Investors – 236
Building a Winning Pitch – 259
Preparing Before your Pitch – 259
Investor Questions To Prepare For – 263
Investor Outreach – 269
Balancing Confidentiality – 276
Errors to Avoid in Capital Raising – 279
Crafting Your Investor Pitch – 283
Understanding Trust Curves – 297
The Three Trust Curves – 298
Due Diligence – 303
Moving Investors to Say Yes – 309
Finalizing Your SPV Investment Deal – 315
Investor Onboarding Checklist – 318
Understanding KYC & AML – 319
Accreditation Verification – 323
Issuing Capital Calls – 331
Build and Manage Capitalization Tables – 335
Deploying Capital – 341
Deal Management – 345
Capital Account Statements – 348
Investor Updates – 352
Scheduled Actions – 355
Managing Investor Relationships During Difficult Times – 359
Making the Process Enjoyable – 361
Regulatory Compliance – 367
Secondary Sales – 369
BOI Reporting – 374
Document Retention – 375
Data Protection and Confidentiality – 378
Monitor and Review Compliance – 383
Navigating Reg D & Form D – 384
Filing Form D on EDGAR – 389
SEC EDGAR Filing Codes – 390
Tax Implications and Strategies – 395
Understanding Your Schedule K-1 – 398
State and Local Tax Considerations for SPVs – 406
International Tax Considerations for SPVs – 408
Exiting The Deal – 411
Calculating and Distributing Proceeds – 412
Executing the Distribution – 413
Post Close Activities – 414
Forms and Documents Required for SPV Dissolution – 415
Performance Evaluation Metrics for SPV Investments – 417
Benefits of Using an Online Platform – 421
Tokenization of SPVs – 425
The End – 429
Glossary of Terms – 431
关于作者
Jake Claver is a dynamic force in the realm of high-performance family office business, digital assets thought leadership and wealth management. As a sought-after keynote speaker and performance expert, Jake has spent over a decade revolutionizing the landscape for ambitious, growth-oriented clients.At the helm of Digital Ascension Group, Jake serves as the Director of a cutting-edge multi-family office, providing bespoke solutions for High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals. His visionary approach extends to Digital Wealth Partners, a wealth advisory he founded, and Syndicately, where he leads a groundbreaking Special Purpose Vehicle Investment management platform.Jake’s expertise is unparalleled. He is a Certified Qualified Family Office Professional and an R3 Corda Certified Business Professional in tokenization. As a pioneer in blockchain & Web3 technologies implementation, Jake has created world-class educational programs for family offices and digital asset professionals. With a foundation in Finance from North Texas University, Jake has developed a holistic understanding of effective business practices. His ability to build high-performing teams and mentor leaders has resulted in a track record of unparalleled success across diverse industries.The primary objective of Jake’s offerings is to promote exceptionalism within family offices, with a key emphasis on incorporating best practices and ensuring the continuity of family values. Through his innovative thinking, he has revolutionized the operations of countless family offices catering to the global elite, leading them towards the creation of enduring legacies that can withstand the test of time. The distinguishing features of these legacies include their deep wisdom in human matters, ability to adapt and think flexibly, proficiency in digital skills, integration of AI technology, and their genuine ability to thrive in the face of challenges to be authentically anti-fragile.A trusted voice in the industry, Jake has been featured in prominent media outlets including Market Watch, Bloomberg, and Yahoo! Finance. His global network and collaborative approach enable him to create long-term value for clients, offering tailored solutions and personalized guidance throughout their journey to success.
来自同一作者的更多电子书 / 编辑
2,842 此类电子书
