With the enactment of the long-awaited U.S. security-based crowdfunding regulations in May 2016, early-stage private companies can utilize regulatory crowdfunding to raise funds on digital platforms via multiple nonaccredited investors. To protect such small microinvestors and maintain market efficiency, the Securities and Exchange Commission (SEC) requires extensive disclosure information in filings. However, with many ventures being new, small, .....more

Sacoor Brothers, a luxury clothing retail company, was founded in 1989 in Lisbon, Portugal, by four brothers-Malik, Salim, Rahimo, and Moez. After establishing a strong presence in Portugal, the brothers were drawn to the rapidly growing retail markets in the Middle East and Southeast Asia. By 2009, they had entered the Dubai market and began planning further expansion in the region. Believing Dubai would be central to their next phase of growth, .....more

In August 2023, SWEN Blue Ocean, a 170 million euro impact fund that invested in startups contributing to ocean sustainability, faced a critical investment decision. Part of SWEN Capital Partners, an 8 billion euro, Paris-based private equity fund, Blue Ocean was co-founded in 2021 by Christian Lim and Olivier Raybaud. It focused on venture-stage companies that offered scalable, proven solutions to overfishing, ocean pollution, and climate change. .....more

Spreadsheet supplement for case 224017.

Spreadsheet supplement to case 225014

Spreadsheet supplement for case 225031.

MBA student William Chism, the founder of fully integrated medical marijuana company based in Mississippi, must respond to a significant disruption in the fledgling industry. In late 2023, Rapid Analytics, one of two active licensed testing facilities, has its operational license suspended by the government, taking a large fraction of the state''s supply offline. Chism must decide how to handle his existing inventory, how to work with his .....more

Happiness Capital is a global venture capital firm within the hundred-year-old Lee Kum Kee Group with a mission to bring happiness to the community and the world through venture investments. As the founding Lee family progressed into the fifth generation, it wanted to diversify into a business that would also benefit the society, and impact investing emerged as an answer as it was a cause that resonated across different generations of the family. .....more

In early 2016, Tommaso de Marchi identified a potential arbitrage opportunity in the futures market due to the European Central Bank''s (ECB''s) quantitative easing (QE) program. The ECB''s bond purchases had significantly increased bond prices, presenting a chance to make riskless profit by exploiting price discrepancies between bonds and futures. De Marchi, a market maker, needed to evaluate whether to engage in the trade .....more

Spreadsheet supplement for case UV9067