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How Much Information Should you Give VCs for Due Diligence?

Both Sides of the Table

which really means, are you really so naïve as to have a discussion with a VC and you’re worried about sharing your high-level financial results and forecasts?). It is always appropriate for a VC to ask you for your past 12-month financial performance and your going forward forecasts. “So why are we here?”

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Why you should never have a data room — the most counter-intuitive fund-raising advice you’ll ever…

Both Sides of the Table

Your historical trading information including financials and a “customer file” which shows the history of your transactions so that investors can run “cohort” analyses Customer reference, personal references, key team members, compensation, cap table, stock option plan, etc. So how does this work in practice? Entrepreneur : “Sure.

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Flexible VC, a New Model for Companies Targeting Profitability

David Teten

In all these cases, capital is provided to fuel forecasted growth without creating a commitment to a particular vision for future funding rounds, exit goals, and associated blitzscaling. These variations in founder-alignment allow Flexible VCs to specialize in the types of companies they work with. The State of Flexible VC.

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Signs Your CFO Isn’t Scaling

OnlyOnce

Do you spend a lot of your time dealing with finance-related issues like fundraising, debt, investors, or cap table questions? A final obvious sign that your CFO isn’t scaling is if they get forecasts wrong, or don’t even try to do them. Trust your gut.

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These Two Questions Are All You Need To Understand The Next Few Years of Venture & Startups

Hunter Walker

Do you understand your cost structure and can you manage to a forecastable growth rate. A $10b+ outcome feeds *everyone* on the cap table and the collective belief that an extraordinary number of startups could reach and eclipse this milestone drove a lot of the momentum investing of 2019–2021. Top line growth and margin.

Valuation 116
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500 Founders: Thomas Clyma, Tina Chou, DEAN BROWN & Knight Hou

NZ Entrepreneur

“ “Often we can get caught up with the passion that comes with innovation and new ideas, which is extremely important to have, but equally as important, is to ensure you research about market size, growth potential, margins, forecasts and business strategy/plan.

Founder 89
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No Plan Survives First Contact With Customers – Business Plans versus Business Models

Steve Blank

They collected information that justified their assumptions about the problem, opportunity, market size, their solution and competitors and the their team, They rolled up a 5-year sales forecast with assumptions about their revenue model, pricing, sales, marketing, customer acquisition cost, etc. It was an exquisitely crafted plan.