SMARTSessions – Early Stage Investment with Jason Simmonds
Jason Simmonds from Roberts & Morrow joins us to discuss investments from friends and family.
Many founders, particularly those in early stages, are interested to know about different options for setting up investments from friends and family. For example, a parent wants to “lend” or “invest” $20,000, but the founder wants to ensure they do the right thing by their family and set it up appropriately. The session will cover a few of the different options for formalising investment, understanding that every situation is unique, the importance of engaging a professional, and when to turn to an accountant vs a lawyer.