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Investor beware: Advertising blitz ahead

2013-07-14 06:09:50

Andrea Murad

On Wednesday, the US Securities and Exchange Commission adopted a new rule

allowing companies to solicit investors directly for money.

Businesses will now be able to advertise directly to investors to ask for

money, instead of raising funds through traditional venture capital and private

equity networks. They can also use online crowdfunding sites, which allow them

to pool money from a wide network of investors.

This big change comes in large part because of the Jumpstart Our Business

Startups Act, which the United States Congress passed in April 2012. It allows

companies to openly solicit investors in the US and abroad.

Companies are responsible for insuring investors are accredited that is,

those who have at least $1 million in assets excluding their primary residence,

or a minimum annual income of $200,000 ($300,000 if married) in each of the

prior two years.

Wealthier investors receiving these new solicitations may be able to afford to

take on more risk in their portfolios, but that doesn t mean they shouldn t be

extra cautious.BBC Capital spoke with five financial industry experts about the

opportunities and the downsides of this change for individual investors.

Edited excerpts follow.

BBC Capital: Why are consumer advocates so concerned?

Brian Pastor, securities and business lawyer in Atlanta, Georgia: [This change

protects] the desire of start-ups to generate capital, versus protecting people

from unscrupulous practices. There will be real corporations built on

crowdfunding, [but] the smart investor will look long and hard before they

invest their money.

BBC Capital: So is this change a win for businesses looking for cash to grow or

for investors looking for new sources of investment returns?

Joanna Schwartz, chief executive officer of crowdfunding platform

EarlyShares.com in Miami, Florida: [Companies still] have to take reasonable

steps to make sure investors are accredited. There are about 8 million

accredited investors and most don t invest in private [companies] because they

don t know about them.

Pastor: It s a fundamental change in how people can raise money. It s great for

people with a good, solid business plan but for the average investor, it will

be difficult or impossible for them to discern good ideas versus bad. Whenever

you allow this kind of mass solicitation, you re going to get investors who

will get burned.

BBC Capital: But aren t accredited investors more savvy than non-accredited

investors?

Leonard Wright, a San Diego-based certified public accountant and a Money

Doctor at the American Institute of Certified Public Accountants: There s a

fine line between the two. Basically, one has more money to lose. People just

look at whether they like the person [behind the company or investment]. That s

literally how accredited investors make decisions do I have a good gut

feeling about this? People don t look at what they need to look at for

investing purposes.

BBC Capital: In that case, what s the appeal for investors?

Michael Goodman, certified public accountant and president at Wealthstream

Advisors Inc in New York City: The [human] psyche is designed so that people

look for the next get-rich-quick scheme and they take these chances. That s why

people play lotto.

BBC Capital: There s talk that unaccredited investors will eventually be able

to put their cash into these investments in the future. How do you see that

working out?

Ted Sarenski, a certified public accountant and chief executive officer and

president of Blue Ocean Strategic Capital in Syracuse, New York: Many people

won t be prudent investors because they will think they ll get 50 times their

money. If they lift the accredited investor rule, there will be many people

investing in things they don t understand. That will be a disaster.

BBC Capital: Crowdfunding could be the most common way the average investor is

targeted after the SEC rule change. What exactly is crowdfunding?

Pastor: Crowdfunding allows companies to solicit directly to the public you

re removing the professional who is supposed to screen investments for

[investors]. These professionals have based their careers on making good

recommendations to[clients]. When you have this direct solicitation, you remove

this person. The average person... is not as well versed in this analysis. The

solicitation is designed to get people excited about a company. Advertising is

about need, greed and fear of loss. Investing advertising hits on greed and the

fear that if you don t act now, you ll lose out. [Crowdfunding] is a great

platform to help develop business, but it s inevitable that there will be

unscrupulous people out there.

BBC Capital: How will accredited investors or anyone for that matter know

if one of these newly-advertised business opportunities is legitimate?

Goodman: Unfortunately, that s going to be a very grey area and I m very

concerned about it. The ancillary effect is that some people won t be able to

evaluate these properly and will lose money they ll get caught up in the

hype. There are always people who take advantage of people and [lifting the

advertising ban] will provide more of an opportunity to do so. In the long run,

it will be good because small businesses are the biggest area for hiring, which

will be great for our economy.

BBC Capital: What do you want to know about a business before investing?

Goodman: There are three things: Does the business make sense and is the

product or solution a good business idea? Do you believe management has the

skillset to execute? Do the numbers make sense as the company grows, will its

revenue cover costs? There is no guarantee that a business will work, but you

have to be able to answer these questions.

Sarenski: An investor should question everything the company is planning. If

everything doesn t happen as planned, how will the rest of the deal work? Is

there a weak link? It s like buying a box of apples. You can t just look at the

apples on top. You have to dig down to make sure all the apples are good before

you buy the whole box. It s the same thing from a financial perspective.

BBC Capital: What if a company is young and doesn t have any financials for a

prospective investor to review?

Wright: These are speculative investments. Only invest a small percentage of

your portfolio and assume this investment will go to zero. These investments

are highly illiquid. You re investing money and the company is deploying the

funds. It s not publicly traded. There s no daily market [for these

investments] and you may have to sell it at a discount if you can sell it at

all.

BBC Capital: So what s an investor do to if something goes bad?

Sarenski: You have no recourse. You re out the money. [The investment

disclosures you sign will] say it s a risky investment and you could lose your

money. If you sued, you d have to prove fraud, but what good is that? The

[company] probably spent the money and there will be nothing to recover.

BBC Capital: That doesn t sound promising.

Pastor: It s probably better [for most investors] to wait two to three years

for the good crowdfunding companies to come to the forefront. When a new car

comes out, you re better off waiting for the next iteration until the bugs are

worked out. It s very much like gambling at this stage that s common sense.

BBC Capital: What if you just have money you are itching to play with?

Wright: I think you d have a lot more fun spending that money in Vegas.

'Whenever you allow this kind of mass solicitation, you re going to get

investors who will get burned.' Brian Pastor