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Markets are volatile. Real estate is complicated.

Software scales, and companies that use it thrive.

Now you can invest in what matters. Returns.

Markets are volatile. Real estate is complicated.

Software scales, and companies that use it thrive.

Now you can invest in what matters. Returns.

Tax Benefits & Implications

Utilizing Convertible Notes as a Lucrative Debt Opportunity in Early-Stage Companies.

As an investor, seeking out opportunities with high potential returns while managing risks is paramount. One avenue worth exploring is investing in convertible notes.

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Take more losses as an active investor.

When investing in a small business, investors may be able to claim a larger tax deduction on personal losses compared to not making the investment to begin with. Here’s a brief explanation of how this can work:

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Security, interest, and double-dip benefits with convertible note investing.

When investing in convertible notes with performing small businesses and private software companies, there are several benefits that real estate lenders...

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A Self-Directed IRA can be used in SaaS, too.

Any investor can start a self-directed IRA (Individual Retirement Account) and utilize it to invest in small businesses and private software companies through a process known as self-directed investing. Here’s how it can be done:

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Can a 1031 exchange be used to invest in small businesses and SaaS companies? Yes.

A 1031 exchange, also known as a like-kind exchange, is primarily associated with real estate investments. However, it can also be used to invest in small businesses, purchase stock in a startup, or buy convertible...

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Tax benefits of investing in SaaS and small business.

The same tax benefits you use to invest in oil and gas, real estate, or stocks can be utilized when investing in small businesses and private software (SaaS) companies. Here is a numbered, comprehensive list of tax benefits associated...

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