Lakshay Gupta’s Post

Lots of exciting things have happened over the past couple of weeks, not least the decision to overturn the legislation on angel investing! Here are some of the highlight’s from Frankie’s over the past fortnight ✨ 🏡 Hosted our Investment Club at AllBright, where we were joined by Jennifer Nursiah from Coreco. We discussed all things interest rates, tax implications of owning property(s), and different mortgage options 👯♀️ Hosted our fantastic #iwd2024 event where we were joined by finance experts and successful founders who spoke candidly about their own experiences of managing finances, growing a business, getting investment and mentorship 🎤 Guests on the podcasts 'Beyond the School Run’ and 'She Did That' - keep an eye out for these going live 🚀 Hosted an event with Morphose Capital Partners where we heard from founders and investors on different ways a business can exit, milestones that investors are looking for, and first hand experiences of exiting businesses 🤝 We’ve welcomed a new corporate sponsor onboard! More details on this to follow We’ve also been growing the client base and the team over at FSWM - follow-us to find out more about our wealth management offering! If you’d like to find out more about our community at Frankie’s, how we can help you with your personal or business finances, or improve your negotiating skills to go for that next pay rise or job then join us on the 26th March at our next Investment Club! You can sign up here: https://lnkd.in/e5vsCZDu #financialempowerment #networking #membership #wealthbuilding #wealthmanagement #community #events #financialplanning #moneymindset #personalfinance #businessfinance #professionals #entrepreneurs

Trapped in your current business venture? It's okay to admit when it's time for a change. Whether you're yearning for retirement or itching to pursue a new passion, I can help you smoothly transition out of your business. Let's make your next move a success! #BusinessTransition #NextChapter #FreshStart #FCBB #FCBBAlbuquerque #ABQ #NM #AlbuquerqueNM #AlbuquerqueBusiness

Did you know that many investors using traditional vehicles like 401k's and IRA's might qualify to be an Accredited Investor? This opens up a whole new world of investment opportunities. Accredited Investors need to meet one of four minimum requirements: - Net worth exceeding $1,000,000 (excluding their principal residence) - Net worth with a spouse exceeding $1,000,000 (excluding their principal residence) - Income exceeding $200,000 in each of the two most recent years with an expectation to exceed $200,000 in the current year - Joint income with a spouse exceeding $300,000 in each of the two most recent years with an expectation to exceed $300,000 in the current year. Confluence Capital Group is the financial services company that can help chart and guide Accredited Investors. Learn more about this growing trend: [link to Bloomberg article] #investing #AccreditedInvestor #financialservices

The most common advice older investors would give their younger selves is to start saving earlier. See the difference just a few years can make in our latest Chart of the Week. #markets | #chartoftheweek | #compounding

At AXIS Capital Markets, we feature different #investors to help spark conversations and inspire connections. 📢For this week’s #InvestorSpotlight: Vista Equity Partners. 🔍Focus Areas: Vista is a global investment firm specializing in #EnterpriseSoftware, #data, and #technology-enabled companies, with a legacy of over 20 years and $100 billion+ in assets under management. The firm employs various investment strategies to fulfill its mission, including #privateequity, #permanentcapital, #credit, and #publicequity. 🌐Headquarters: The firm has offices in Austin, Chicago, New York City, San Francisco, Oakland, and Hong Kong. 📈Portfolio Highlights: PowerSchool, Jamf, Integral Ad Science, Solera, Inc., Zapproved, and more. 👥Founding Visionary: Founded in 2000 by Robert F. Smith, Vista is committed to leveraging the transformative power of technology for a brighter future encompassing economic equity, ecological responsibility, and diversity and inclusion. 💰In 2023, Vista disclosed nine monetization events across its entire portfolio, spanning all three private equity funds with a capital return of $9.3 billion. Eight platform investments were announced through the private equity strategy, deploying $5.8 billion. Simultaneously, the private credit platform expanded, revealing six new investments through the non-sponsor FounderDirect channel and deploying over $1.4 billion across credit funds. 💡Recent Deal: In November 2023, The Riverside Company, finalized a definitive agreement to sell Energy Exemplar. Energy Exemplar, a prominent simulation software provider for the global power market, was sold to private equity funds associated with Blackstone and Vista Equity Partners. Vista's consistent achievements underscore its commitment to driving innovation and prosperity through strategic investments in technology and software. — AXIS Capital Markets specializes in global debt placement and private market secondaries for VC- and PE-backed companies. Follow us to stay tuned for next week’s feature. #privatemarket, #secondaries, #venturecapital, #privatecredit

You're an aspiring investor who's just not into taking big swings. You want to build stable, predictable, and secure wealth over the long term. The get rich quick schemes are everywhere and you see right through them every time. . Many people we speak with are surprised to hear that Havium's Founder/CEO is a skeptic with major risk aversion too. Before Havium was born, Jamie spent a decade as a corporate banker where he learned the ins and outs of truly smart money management. His own personal financial planning led him to building a system of investing in single family rentals that had every possible protection and precaution carefully designed and then systematically automated. . Many of our clients are folks who initially assumed that investing in real estate was inherently risky. They now own portfolios of single family rental properties that have continuously paid monthly dividends and that have appreciated healthily over time. They have built real wealth in a way that feels secure without the constant pangs of anxiety that it may all disappear. They live their lives with true comfort that their money is productively working for them in the background while capable professionals are overseeing every detail 24/7/365. . Please reach out if you're interested in getting a full rundown of how we do what we do. . . . . . #investmentproperty #rentalproperty #1031exchange #singlefamilyrentals #singlefamilyinvesting #RealEstateInvesting #propertyinvestment #proptech #realestatetech #FinancialPlanning #wealthcreation #wealthmanagement #personalfinance #housingmarket #investments #realestate #retirement #wealth #retirementplanning #financetips #buyandhold

Most entrepreneurs have a huge emotional attachment to their business. They’ve lived and breathed it for years, and likely made many sacrifices to help it succeed over time. Their lives and identities are tied up in it. Whether exiting due to sale, liquidation or retirement, letting go of a company is a huge moment which for many will bring a host of mixed feelings. Whatever your situation, be prepared to navigate the emotional change of exiting your business as much as the practical one. Read more: https://lnkd.in/eMAVBVnR #BusinessExit #Liquidation #EmotionalChange

New year, new beginnings, new opportunities to grow your wealth! Let's make this financial year a smash hit together at Enrichwise. Visit www.enrichwise.com to know more. #finance #newyear #2024 #investment #retirementplanning

It’s frustrating when business owners think they can’t sell their business. Let me share Stephanie and Matt’s story. After years of running their business and nearing retirement, they didn’t know how to exit successfully. They lacked systems, hadn’t replaced themselves, and didn’t fully understand their numbers. We guided them through the process—setting up systems, ensuring the business could run without them, and cleansing their financials. Over three years, they achieved a 15x multiple, adding $5 million in extra capital gain. Their journey shows how powerful the right exit strategy can be. #ExitStrategy #BusinessGrowth #FinancialSuccess #CashFlowManagement #BusinessPlanning