The Basics of Raising Capital: Private Placements 101

(1440 Ratings)

Produced on: February 18, 2016

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 62 minutes
Difficulty Beginner

Almost every start-up needs to raise capital (unless you have a generous and wealthy uncle). Since only a tiny amount of companies are publicly traded, and an even smaller number of start-ups have an Initial Public Offering at their inception, private placement is an essential tool in the start-up lawyer’s repertoire. Attorney and Start-up Specialist Todd Kulkin is here to give you the basics of understanding and managing private placement, so that you can begin to raise capital for your clients. 

 

Learning Objectives: 

I.     Anticipate the need for a private placement 

II.    Understand the SEC registration requirements for the sale of securities in privately-held companies 

III.   Advise your client in self-valuation 

IV.   Successfully navigate SEC Rules 504, 505, and 506 

V.    Distinguish between different types of capital raises and where each shines 

VI.   Master the SEC private placement procedures

VII.  Support your clients through the private placement process 

VIII. Identify the different entity types as they apply to private placements

 

Faculty

Todd Kulkin

Law Offices of Todd Kulkin

Todd Kulkin specializes in providing legal advice to small/medium sized businesses, start-ups, and non-for-profit organizations. He started his legal career at a large New York law firm. While working for that firm, his time was split between two practice areas: general liability defense and providing corporate and regulatory advice to major corporations. He uses his experience as a civil defense litigator to advise clients about their liability posture and how to mitigate. He left the firm to start his own practice in 2012 and, since then, has expanded his expertise to intellectual property and socially responsible entrepreneurship. Todd graduated with Honors from Brandeis University and with a J.D. in Financial Transactions from University at Buffalo (SUNY) School of Law.

 

An animal lover, Todd sits as Director of Corporate Relations for Mighty Mutts & Meows: a no-kill, 501c3, all volunteer animal rescue organization in New York City.

 

Reviews

KA
Kimberly A.

I like the speaker/presenter. He has a nice and pleasant voice.

JH
John H.

I would like more and more detailed content on this topic.

MS
Michael S.

Great review of basics to Private Placements!

CR
Chris R.

Todd's presentations are fantastic, the kind of lectures that you wish you would have heard in law school.

JP
Jeffrey P.

This was a very helpful CLE for a non-securities lawyer to get an introduction to exempt offerings.

LT
Lawrence T.

This guy was very good -- Todd Kulkin

TB
Tim B.

Great presentation.

WB
William B.

Todd is very good.

RP
Ron P.

Another great CLE from Atty Kulkin

GE
George E.

Very well done

KC
Kenneth C.

Excellent overall.

TH
Thomas H.

Excellent presentation

AM
Allan M.

Very helpful.

KN
KAREN N.

great

LL
Lorenzo L.

Excellent primer!

ML
Michael L.

excellent presentation

RB
Richard B.

Presenter Kulkin is excellent - easy to listen to and follow.

JF
Jennifer F.

great speaker. i see this cle credit is about to expire. you should have him back for new program.

LL
Lisa L.

Good program

CK
Cynthia K.

GREAT speaker!

CH
Carolyn H.

Please have Todd Kulkin do more classes. I am running out of his presentations!

JB
James B.

Terrific lecturer. Really seems to enjoy the subject matter and conveys it in a most relatable way.

FR
Frank R.

Will definitely view Todd's other presentations !!

JN
Josh N.

Excellent

RW
Rodrick W.

The presentation style was energetic and affable for such a complex and intimidating subject. Excellent job!

DN
Doris N.

Outstanding course -- 5 stars!!

LS
Larry S.

Excellent course.

CM
Christopher M.

I thought Todd was one of the best instructors I have had so far. I will be taking many of his other courses because of his knowledge and presentation skills.

NT
Nicholas T.

excellent presentation and depth with useful examples

RK
Ra'Shaun K.

Great lecture. Very informative.

JM
Jeffrey M.

Well explained.

ES
Ed S.

Good pacing and excellent topic

DJ
David J.

This was a very informative course.

RC
Robbin C.

Nicely presented

MS
Manish C. S.

good topic

WG
William G.

Another great program.

GM
Gerard M.

atty kulkin was an excellent source of information good speaker also

RW
Robin W.

Fabulous speaker

LP
Loren P.

He highlights useful information.

EF
Elizabeth F.

Another great program by Kulkin. His summary of the rules was in-depth but also clear and interesting.

JK
John K.

Good speaker

WM
William M.

Very informative.

JL
James L.

learned alot

DB
Dany B.

Really easy to follow this attorney's presentations! Great job.

RD
ralph d.

good program

TB
Tony B.

He's really good and easy to understand

CB
christine b.

EXCELLENT - ALOT OF NUGGETS IN THERE IN A EASY TO FOLLOW AND COMPREHEND MANNER - I INTEND TO LISTEN TO AGAIN - EXCELLENT!

TM
thomas m.

alot to cover in short time and it was detailed

MW
Mark W.

First rate presentation.

DR
Damien R.

This is an excellent course. I watched it twice.

WB
William B.

Great program

RS
Robert S.

5 stars Fantastic overview

RR
Rick R.

very good overview

KL
Kiman L.

Very informativ3

HN
Howard N.

Course is very basic but good for those who have not worked in this area.

JP
Jennifer P.

This speaker is great. Second course I have had with him. Very engaging.

RH
Richard H.

Speaker was interesting and engaging on a subject that is by nature very dry.

PB
Paul B.

Good CLE. Very interesting.

EZ
Elizabeth Z.

Very interesting - thank you!

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