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By: Rafael Recalde, Esq. Foreign investors in U.S.-focused funds generally expect their U.S. tax exposure to be limited. That expectation is reasonable, but it depends
A note for wealth managers, private bankers, real estate professionals, and advisors with international clients Miami has become one of the most significant destinations for
Most founders assume that having registered trademarks and patents means their intellectual property is in order. It’s a reasonable assumption. It’s also incomplete. When sophisticated
A common assumption in pooled investment vehicle structuring is that once the securities framework is properly addressed, the regulatory work is largely complete. The entity
This article is provided for general informational purposes only and does not constitute tax advice. Tax treatment depends on specific facts, jurisdiction, and investor profile.
In prior articles, we addressed structural differences, valuation mechanics, governance implications, and tax considerations. This article returns to the documents themselves. SAFEs and convertible notes
In Article 1, we addressed structural differences between SAFEs and convertible notes. In Article 2, we examined valuation caps and discounts and how they drive
In Article 1, we examined the structural differences between SAFEs and convertible notes—maturity, interest, leverage, and how these instruments behave when timelines shift. This article
SAFE vs. Convertible Note: What Actually Matters in a Financing This article begins a series examining how SAFEs and convertible notes function in real transactions.
I’m currently working on a transaction with a highly disorganized seller, and I must say, I’m glad we haven’t signed the definitive agreement yet. Basic
