In the dynamic realm of entrepreneurship and innovation, intellectual property (IP) holds a paramount position for the company. Its importance goes beyond merely protecting ideas; for many, it is the crucial element that opens the gateway to funding. Ensuring the company’s intellectual property is properly registered and enforced is vital in obtaining the necessary capital...Read More

In today’s fast-paced business world, intellectual property (IP) assets play a pivotal role in securing financing and driving growth. Negotiating IP-backed financing deals demands a strategic mindset, clear communication, and a nuanced understanding of the complexities involved. Here, we delve into the essential strategies and considerations for successfully navigating these negotiations, empowering businesses to access...Read More

In the world of finance, securities-backed lending has emerged as a crucial tool for investors to unlock liquidity without selling their investment holdings. At the heart of this practice lies the concept of collateralization, which plays a vital role in shaping the principles and practices of securities-backed lending. What is Collateralization? Collateralization refers to the...Read More

In the dynamic world of finance, leveraging existing assets offers a tantalizing path to growth. Securities backed lending (SBL) stands as a powerful tool, allowing companies to borrow against their securities for expansion, innovation, or navigating short-term hurdles. However, the decision to utilize SBL extends beyond just financial calculations. This article delves into the intricate...Read More

In recent years, securities-based lending markets have seen rapid growth. This includes loans backed by holdings of stocks, bonds, and other investments, offered by brokers, banks, and specialized lenders. Margins loans tracked by FINRA now total close to $700 billion, up over 60% in 5 years. The expansion links lending decisions more tightly to asset...Read More

Securities-backed lending (SBL) has undergone a significant evolution since its inception, adapting to changes in financial markets, regulations, and consumer needs. Understanding its historical development provides valuable insights into its current state and prospects. History of SBL Historically, SBL traces its roots back to the early 20th century when wealthy individuals used their securities portfolios...Read More

Securities backed lending (SBL) has emerged as a popular form of financing in the financial markets, allowing investors to borrow against their securities holdings. While this practice can provide liquidity and flexibility, it also poses significant systemic risks to financial stability. Understanding these risks and implementing effective safeguards is crucial to mitigate potential disruptions to...Read More

Security Backed Lending (SBL) is a financial strategy utilized by wealth managers to provide clients with access to liquidity without liquidating their investment portfolios. This approach allows investors to unlock the value of their securities holdings by using them as collateral for a loan. Essentially, SBL enables clients to borrow against the value of their...Read More

The scale of securities-based lending markets has increased rapidly over the last 10 years, with margin debt ballooning from around $450 billion in 2015 to almost $700 billion recently. This enables investors to borrow against portfolios for alternative uses, expanding credit availability beyond traditional channels. However, it also tightens the linkage between asset valuation cycles...Read More

In the ever-evolving start-up funding landscape, utilizing Intellectual Property for funding can provide a significant edge. Various IP assets like trademarks, copyrights, trade secrets, and patents can contribute to funding activities and not just core operations and research and development. The importance of IP assets has been rising and it should be considered a feasible...Read More