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3 tagged with "Investor Relations"

Financial reporting and communication for investors

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Regulation D Rule 506(b) vs Rule 506(c): How Founders Pick Between the Quiet Round and the Public Pitch in 2026
·mike

Regulation D Rule 506(b) vs Rule 506(c): How Founders Pick Between the Quiet Round and the Public Pitch in 2026

Rule 506(b) and Rule 506(c) of Regulation D both allow uncapped private placements but differ sharply on marketing and verification. 506(b) bans general solicitation and permits up to 35 sophisticated non-accredited investors on a reasonable-belief standard; 506(c) permits public solicitation but requires reasonable steps to verify every purchaser is accredited. A March 2025 SEC no-action letter lets issuers rely on $200,000+ individual or $1 million+ entity minimum checks as the primary verification step.

fundraising
capital-raising
startup
compliance
+4
Software Capitalization Under ASC 350-40: A Practical Guide to the Capitalize-vs-Expense Decision
·mike

Software Capitalization Under ASC 350-40: A Practical Guide to the Capitalize-vs-Expense Decision

ASC 350-40 governs which software development costs SaaS companies expense and which they capitalize as intangible assets. ASU 2025-06 retires the three-stage model in favor of a probable-to-complete threshold, with the FASB signaling more costs will be expensed. This guide covers what qualifies, the EBITDA and balance-sheet impact, and how to set up an audit-defensible process.

saas
software-capitalization
accounting
financial-reporting
+4
How to Create a Professional Business Plan Cover Page That Captures Attention
·mike

How to Create a Professional Business Plan Cover Page That Captures Attention

A well-crafted business plan cover page is crucial for making a strong first impression on potential investors and partners. Learn how to design a cover page that reflects your professionalism and sets the tone for your entire business plan.

business-plan
cover-page
professional-design
investor-relations
+1