Helena Bogdanovski’s Post

Lonvest Product Updates: March'24 In the dynamic world of finance, staying ahead means constantly evolving and adapting. At Lonvest, we’re not just keeping pace; we’re setting the pace. This March, we’re thrilled to roll out key product updates, celebrate our partnership strides, and share our latest financial milestones. https://lnkd.in/dcncZs53

My apologies for the potential paywall, but this is a really interesting article on partner business generation expectations, particularly at large firms. The article cites $5-7M in origination expectations at certain firms, the widening compensation gap between partners with high and low books of business, and even the creation of "super tiers" for top rainmakers in order to keep top talent.

🎥💼 Pro tip: understanding the “Bad Leaver” clause in shareholder agreements ⚖️ Is the “bad leaver” clause just another investor safeguard, or does it hold deeper significance for founders? In this video, Pierre-Alexis Léonard, CEO of dups, breaks down this key provision and how it can impact your equity if things don’t go as planned. 💼💡 ➡️ Why is it included in nearly every shareholders' agreement? ➡️ What triggers the "bad leaver" status, and what penalties apply? ➡️ How can founders negotiate fair terms within this clause? From defining trigger conditions to setting a realistic discount, Pierre-Alexis shares practical advice to help founders protect their shares while honoring investor commitments. 💬 Have you encountered “bad leaver” clauses before? Share your insights below! 👇 #FounderTips #ShareholderAgreement #StartupLaw #LegalAdvice

Want to understand the "bad leaver clause" included in shareholder agreements and the impact on your equity? 💡Check out the advice of Pierre-Alexis Léonard of dups ⬇️⬇️

Thoughts on Pulley - Nasdaq Private Market Partnership. For Pulley, being associated with NPM gives it strong brand name backing, and visibility/ potential legitimacy with institutional clients. For NPM, this move helps push its effort to expand its reach from an institutional to retail audience. This also helps vertically integrate a cap table software provider with a secondary trading desk, under two separate organizations, vs. building in-house (that Carta was unable to do). But can these two platforms co-exist from a cultural fit perspective? And will this pave the way for more partnerships and consolidation in the private markets space?

Is this the light at the end of the tunnel? Freeing medical practice from the tyranny of Private Equity rule is the first step to take back our profession. https://lnkd.in/dKJ4WvFp

At SwitchVest, transparency isn't just a promise—it's how we operate every day. 💼📊 We believe in providing clear insights and putting our customers first, because trust is the foundation of everything we do. No hidden fees, no fine print, just honest services for your financial success. #WhyWednesday #TransparencyMatters #SwitchVest #CustomerFirst #FintechForAll

It takes more than money to substantially grow a business. Happily, Muir Equity and Outfront Solutions bring both to lower-middle market companies who see greater market potential and welcome both capital and expertise to grow bigger and faster so they can benefit even more from the business they've worked so hard to propel. https://bit.ly/4aTHQaz #CapitalGrowth #VentureCapital #EquityFunding

This is a really interesting read for anyone interested in deals and M&A - one of the areas of business I most enjoy covering. Based on data from Renatus there is a tonne of insights including just how active private equity - both local and international - is becoming in Irish business. https://lnkd.in/eDFCqTYs

💧 What are the 4 sources of 𝗲𝗾𝘂𝗶𝘁𝘆 𝗱𝗶𝗹𝘂𝘁𝗶𝗼𝗻? The team at Carta hosted a recent event to talk about this important topic. Check the document for full insights (Thanks Peter Walker!) 𝗦𝗼𝘂𝗿𝗰𝗲𝘀 𝗼𝗳 𝗗𝗶𝗹𝘂𝘁𝗶𝗼𝗻: 💡 Advisors: Compensation in shares for their guidance. 👥 Early Employees: Stock options granted as part of compensation. 🤝 Co-Founders: Initial split and subsequent dilution. 💰 Fundraising: Issuing new shares to investors. 𝗦𝗼𝗺𝗲 𝗦𝘁𝗮𝘁𝗶𝘀𝘁𝗶𝗰𝘀: 📊 78% of 3-founder teams split equity unequally. 📈 87% of 4-founder teams split equity unequally. 📉 Median equity split in 2-founder teams is 55% to 45%. Stay informed and manage your equity smartly! 💼✨