Scott Edward Walker

OCTOBER 19, 2020

Again, IP-ownership problems often arise in the context of a financing or an M&A transaction when the investors or acquiror is unable to establish a clear chain of title to the startup’s IP as part of their legal due-diligence investigation. This is why it is critical that IP issues be addressed early on.

IP 52

IP Software Review Founder Technical Review 52

Steve Blank

JULY 7, 2009

luck… and as one of Steve Blank’s posts today mentioned, you can’t test hypotheses from within your building.

Customer Development 124

Customer Development Developer Silicon Valley Customer 124

Scott Edward Walker

NOVEMBER 22, 2015

IP-ownership problems often arise in the context of a financing, when the investors are unable to establish a clear chain of title to the startup’s IP as part of their legal due-diligence investigation. Founders should also make sure that when they leave their prior employer they don’t take anything with them (e.g.,

IP 40

IP Software Review Due Diligence Intellectual Property 40

Austin Startup

FEBRUARY 12, 2019

Due to all the tech companies here, there’s a huge pool of talented people with a wide range of skills, in addition to all the young, ambitious people coming out of the universities. Crucially, salaries are much more affordable than in California or New York thanks to the lower cost of living.

Austin 48

Austin Technical Review Marketing Due Diligence 48

Startup Professionals Musings

JANUARY 13, 2018

I recommend you work only with financial and broker organizations who have done the due diligence required, and who have a track record of success. It takes real money to get into the game.

Merger 198

Merger OTC IPO Due Diligence 198

Steve Blank

DECEMBER 7, 2009

During the due-diligence process, I sat down with one of the partners who pulled out a set of slides and asked me: ”Have you seen these?” As we were out looking for our Series B round, our company had gotten the attention of “name of big VC firm here” who wanted a play in enterprise software. Are These Your Slides?

Silicon Valley 225

Silicon Valley Non-disclosure Agreement NDA Startup 225

Both Sides of the Table

JULY 25, 2010

Rincon is part of the new breed of Seed Stage VCs and with the leadership of Jim Andelman has charted out the most authentic early-stage investment strategy in Southern California. Any SoCal entrepreneur raising early-stage money should put Rincon on their short list.

Silicon Valley 293

Silicon Valley Technical Review Southern California Angel Investor 293

Startup Professionals Musings

MAY 3, 2014

I recommend you work only with financial and broker organizations who have done the due diligence required, and who have a track record of success. It takes real money to get into the game.

Merger 246

Merger OTC IPO Stock 246

Both Sides of the Table

MARCH 30, 2010

I’m very pleased today to announce that I invested, on behalf of GRP Partners, in Burstly alongside Rincon Venture Partners , an early stage VC in Southern California whith whom we love to work (and were our co-investors on RingRevenue ). What does it do? it lets you sell your inventory directly and without any middle man taking fees.

Mobile 282

Mobile Management Southern California Application Development 282

Up and Running

NOVEMBER 26, 2018

Investors will look first to a summary , and then a pitch ; but if you get through that screening, they’ll want to see a business plan for the process of due diligence. And even before that, during the early stages, they’ll expect you to have a business plan in the background, for your own use.

SBA 161

SBA Venture Capital Angel Investor Technical Review 161

Gust

OCTOBER 18, 2011

Dave Berkus is a founding member of the Tech Coast Angels in Southern California, a lecturer and educator. (in the case of one investment round, no subsequent investment and therefore no dilution). Then: Post-money Valuation = Terminal Value ÷ Anticipated ROI. The Dave Berkus Method. He has invested in more than 70 startup ventures.

Valuation 174

Valuation Pre-Money Valuation Southern California Post-Money Valuation 174

YoungUpstarts

JULY 22, 2013

Some CEOs believe a lack of enthusiasm for their company is a rejection of their idea (which it could be); however, the majority of the time, the candidate is simply going through their personal due diligence. Ali is a graduate of the University of California at Irvine with a BA in Economics.

Hiring 214

Hiring San Francisco Due Diligence Cofounder 214

Startup Professionals Musings

JUNE 15, 2015

I recommend you work only with financial and broker organizations who have done the due diligence required, and who have a track record of success. It takes real money to get into the game.

Merger 120

Merger OTC IPO Due Diligence 120

Gust

NOVEMBER 2, 2011

Dave Berkus is a founding member of the Tech Coast Angels in Southern California, a lecturer and educator. We recently started a series of posts on establishing the pre-money valuation of pre-revenue startup companies for purposes of investment by seed and startup investors. He has invested in more than 70 startup ventures.

Valuation 79

Valuation Pre-Money Valuation Intellectual Property Southern California 79

David Teten

SEPTEMBER 2, 2017

So I would start by sharing with the fund an institutional LP due diligence checklist , and ask them to share their data room with you. Also see Preqin’s Key Due Diligence Considerations for Private Equity Investors. . VC and private equity are very illiquid on both the investing and the personnel side.

Private Equity 60

Private Equity Venture Capital Equity Partner 60

YoungUpstarts

NOVEMBER 4, 2020

ExpoMarketing is a world-class trade show display company out of Tustin, California. There were certain companies who appreciated the experience and Expo’s due diligence. Creating a new product within the wheelhouse to appeal to a different audience. Meet ExpoMarketing.

Technical Review 279

Technical Review United States eCommerce Due Diligence 279

VC Cafe

SEPTEMBER 26, 2010

That said, it’s your responsibility to do proper due diligence on the investors you are about to meet. Generally speaking, there are more benefits than detriments in sharing your idea (Chris Dixon has a good post about being the opposite of secretive ).

Elevator Pitch 102

Elevator Pitch Incubator Technical Review Startup 102

Scalable Startup

APRIL 6, 2015

The frenzy at these higher levels, and the continuous stories of first time entrepreneurs in their early 20s who magically start these amazing companies is creating a demand at the bottom of the funding market, like the pyramid schemes in Southern California in 980 (see below). Look out for this trend, put your wallet away.

Angel Investor 20

Angel Investor Technical Review Southern California Startup 20

Austin Startup

JUNE 21, 2019

Below, I am assuming you have done the due diligence of vetting your business model and plans and will be focusing on the individual aspects of making the decision. These are some important things to look at when deciding whether it is the right time to go full-time on your business. Bonus read? —? the findings were pretty sizeable.

Founder 49

Founder Salary Cofounder Due Diligence 49

Scott Edward Walker

FEBRUARY 1, 2014

Mistake #5 : not doing your due diligence on potential investors (at 38:36). in California), but opens a pandora’s box of compliance issues. Mistake #5: Not Doing Your Due Diligence on Potential Investors. Mistake #2 : not buttoning-down IP ownership issues (at 10:20).

Software Review 111

Software Review Delaware Accredited Investor Due Diligence 111

Scott Edward Walker

FEBRUARY 1, 2014

issues to address include: How have they treated their other portfolio companies? (i) i) Rule 506 preempts State law, which means all you have to do is file a Form D and pay a filing fee; and (ii) no disclosure requirement/PPM Possible to sell to “friends and family” (e.g.,

Software Review 111

Software Review Delaware Accredited Investor Due Diligence 111

Both Sides of the Table

OCTOBER 17, 2009

But I’m no longer an entrepreneur – I’m a VC at a $200 million fund called GRP Ventures , the largest active fund in Southern California. If a VC term sheet comes in they begin their due diligence process. I recommend you do your own due diligence before deciding whether to take this money.

Software Review 283

Software Review Term Sheet Due Diligence Southern California 283

K9 Ventures

JULY 22, 2009

Doing this from the beginning and keeping things clean will be something you appreciate when you get into due diligence. So you have to file taxes for the entity every year (Federal Taxes, DE Franchise Tax, California Tax ($800 minimum if I remember right)). The sooner you learn this, the better it is.

Due Diligence 48

Due Diligence Vesting Valuation Cofounder 48

Gust

DECEMBER 27, 2012

These range from outbound materials, such as pitch emails and funding applications, to presentations of your venture in different forms for different purposes, to detailed back-up information that you will be asked to supply during due diligence. This will NOT be your family lawyer, or the one who helped you beat that traffic ticket.

Software Review 164

Software Review Term Sheet Technical Review Angel Investor 164

Steve Blank

NOVEMBER 5, 2009

& Raising Capital Pitch Perfect 4 ways to get automatically rejected by an angel investor Raising Money Using Customer Development Due Diligence Checklist Term Sheet Archives (from Brad [.] Reply Raising capital - The 50 or so things you should read first | JonBischke.com , on November 9, 2009 at 10:59 am Said: [.] &

Customer Development 262

Customer Development Developer Customer Silicon Valley 262

infochachkie.com

SEPTEMBER 24, 2011

The ultimate irony is that when we later sold the Company for a substantial amount of money, it was discovered during due diligence that the prestigiously inept firm (whose name rhymes with a type of pasta) screwed up a basic corporate filing. ‘Someone’ never called and I fired the prestigious and inept firm shortly thereafter.

Equity 40

Equity Silicon Valley Cofounder Technical Review 40

Steve Blank

JULY 2, 2009

And I would get to use my marketing skills at generating an industry-wide reality distortion field to make this company look like the second coming. I was going to find out why this wasn’t a good idea.

Silicon Valley 120

Silicon Valley Technical Review RSS Software Review 120

Software By Rob

DECEMBER 2, 2015

And a few months later (after what felt like hundreds of hours of due diligence work, but was more like 40-50), I found myself staring at a newly augmented bank balance and my list of applications that had once approached a dozen in number… now standing at 1. I was doing fine before HitTail.

Software Review 27

Software Review Due Diligence Thailand Acquisition 27

Software By Rob

DECEMBER 2, 2015

And a few months later (after what felt like hundreds of hours of due diligence work, but was more like 40-50), I found myself staring at a newly augmented bank balance and my list of applications that had once approached a dozen in number… now standing at 1. I was doing fine before HitTail.

Software Review 27

Software Review Due Diligence Thailand Acquisition 27

Software By Rob

DECEMBER 2, 2015

And a few months later (after what felt like hundreds of hours of due diligence work, but was more like 40-50), I found myself staring at a newly augmented bank balance and my list of applications that had once approached a dozen in number… now standing at 1. I was doing fine before HitTail.

Software Review 27

Software Review Due Diligence Thailand Acquisition 27

Both Sides of the Table

JANUARY 16, 2012

We’re the largest fund in Southern California. But they were never going to be convinced anyways once they did due diligence and realized we’re not a SV-focused fund. There’s 80 firms there – have your pick. Our 2000 fund is the single best fund of its vintage. Our 2008 fund looks spectacular.

Developer 366

Developer Silicon Valley PR Las Vegas 366

Professor VC

OCTOBER 20, 2009

I have put together a list of questions to ask your angel investor group contact: Do you charge any fees to present or during the due diligence process? Note: Finders fees are illegal in California for non broker-dealers, not sure about other states) Do you have any service provider members? Average size? What do we get?

Angel Investor 35

Angel Investor Due Diligence San Jose Silicon Valley 35

www.vccafe.com

MARCH 11, 2013

California Israel Chamber of Commerce. Due Diligence. Business Culture. Business Model Canvas. Business plan. business symbiosis. BuzzMertrics. C-B4 PREDICTIVE ANALYTICS. Campus London. Campus Tel Aviv. Campuscred. Canaan Partners. Cap Ventures. Capital Factory. Capital IQ. DoubleVerify. Dr Eli Oppper. Dr Miki Tamir. Dreamstake.

Software Review 53

Software Review Technical Review Startup 53