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The Complete Direct Investing Handbook by Kirby Rosplock

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CHAPTER 8Direct Investments: Deal Structures, Terms, and Portfolio Construction

Contributing Author: Jolyne Caruso

Direct investing into privately held companies requires significant upfront work that entails sourcing, understanding, and negotiating the structure of each investment. This chapter will cover alternative ways of structuring direct investments to achieve a target return and will examine terminology included in both equity and debt term sheets. When it comes to the many steps associated with the direct investment process, the importance of carefully structuring each investment cannot be overemphasized.

We will review the most common types of equity and debt investments associated with direct investing and the range of possible ...

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