The Steady Decline of Public Companies
The steady decline of public companies and the growing trend of businesses choosing to stay private is a fascinating trend to look at. As a growth company founder, I find it particularly interesting because it serves as both a temperature check on the broader economy and an opportunity for self-reflection — especially when evaluating the long-term direction and capital strategy of our business. These trends raise important questions: “Why are so many companies staying private?” “As a founder, what is their business plan for longevity?” Let’s look at a few of the underlying details: 📉 Fewer Public Companies Than Ever ...
Redefining Wealth: CalTier’s Vision for Opening Up Alternative Investments for Everyone
We are on a mission to open the doors to wealth-building opportunities once reserved for institutions and the ultra wealthy. With the rise of accessibility to alternative investments, the playing field is leveling, and we’re leading the charge to make these powerful financial tools accessible to all. Why Alternative Investments Matter Alternative investments are reshaping the way we think about wealth management. Here’s why they can be critical for today’s investors: Enhanced Diversification: Alternative assets like real estate, private equity, and hedge funds often move independently of traditional markets like stocks and bonds. This independence offers a vital layer of ...
CalTier Series B – Zermatt Capital Advisors
We’re excited to announce that CalTier has engaged Zermatt Capital Partners, a premier investment banking advisory, to lead our Series B funding round. As highlighted in a recent Reuters article, U.S. household net worth has surged past $168 trillion—creating significant potential within the Alternative Investment Industry. With Zermatt’s help in closing the $5M Series B, we aim to capture this momentum and expand our mission of accessible investment opportunities. Watch below: https://vimeo.com/1029698084?share=copy#t=0 In the video, Zermatt’s Managing Director Keith Schaefer and Partner John Scavo dive into the dynamics driving growth in alternative investments. From the challenges faced by ...
Accredited Investor Convertible Note Webinar Replay
Learn about the convertible note CalTier Inc has open. Please note this is only for Accredited Investors as defined by the SEC. Watch below: https://vimeo.com/994576565?share=copy Here are the links to the data mentioned in the presentation: Alternative Investments: KKR sees ‘trillions’ of retail investor dollars moving to alts Charles Schwab & Co. makes iCapital its exclusive alts partner as Rick Wurster tells Wall Street that in 2024 his firm will roll out alternative investments to high rollers Morgan Stanley wealth unit unveils plan to hit growth target Fidelity moves to arm advisors with alts intelligence ...
Protected: CalTier Shareholder Update Q2 2024
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Accredited Investor CalTier Opportunities
Please read each offering circular and disclosure carefully. Thank you. The Retreat In the video, I say the closing date is May 15th, but I negotiated an extension until June 30th. So, if you want to participate in this opportunity, there is time. You can invest using a Self-Directed IRA if that is something you would like to look into. $10K minimum. Download Deck - The Retreat https://vimeo.com/944469202?share=copy Reflections at Lakeshore We are in the last mile of entitlements, and I am looking forward to breaking ground on this as soon as possible. $25K minimum. Download Deck CalTier Inc ...
