David Teten

JANUARY 23, 2021

For ideas, see How Executives Can Work from Home with Private Equity and Venture Capital Funds. Keep these documents constantly up to date, so all team members are aligned on key numbers, e.g., total dollars raised so far. Make sure to compile all your answers in a single document, so that you can recycle those answers. .

Private Equity 78

Private Equity Venture Capital Technical Review Software Review 78

Startup Professionals Musings

JANUARY 24, 2021

That might start with the CEO giving the investor pitch to the whole organization, and distributing the current business plan document to everyone. Make sure all business processes are documented and integrated. Startup equity investments imply a long-term business relationship, lasting an average of five years.

Technical Review 379

Technical Review Due Diligence Term Sheet Bankruptcy 379

Startup Professionals Musings

NOVEMBER 4, 2022

Being the leader doesn’t mean more equity, nor does it mean the leader will necessarily be CEO. In the midst of high-tech development, funding, and selling, someone has to keep the office network running, get processes documented, and manage to keep everyone happy and busy. The industry veteran. The operations superstar.

Technical Cofounder 309

Technical Cofounder Cofounder Advisory Board Startup 309

Up and Running

NOVEMBER 12, 2014

Then, the unveiling of the Securities and Exchange Commission’s proposed equity crowdfunding rules reveals a panacea for growing your business’s coffers. Donation and equity crowdfunding both appeal to the public’s desire to participate collectively in fulfilling others’ entrepreneurial visions. The investors. Set a Fundraising Goal.

Equity 125

Equity SEC Technical Review Security 125

techcrunch.com

SEPTEMBER 2, 2012

Convertible Equity, A Better Alternative To Convertible Debt? As a refresher, a convertible note is a loan that automatically converts into equity upon the closing of a Series A round of financing. In the end, Ressi says that Convertible Equity allows startups and investors to have their cake and eat it too. Smartphones.

Equity 87

Equity San Francisco Technical Review Angel Investor 87

techcrunch.com

JUNE 22, 2012

Free Startup Docs: How Much Equity Should Advisors Get? Entrepreneurs want to compensate their mentors and advisors for the time they dedicate to helping their businesses grow, but they have no idea how much equity to offer. In particular, Ressi said, the team is interested in reactions to the above equity matrix. Headphones.

Equity 94

Equity San Francisco Startup Silicon Valley 94

Board Effect

FEBRUARY 22, 2024

As mission-driven entities, nonprofits face specific pressures and challenges in promoting diversity, equity and inclusion (DE&I). Your board management solution can store key documents and training materials to keep new and existing board members up to speed. Align technology with organizational culture and policies.

Software Review 52

Software Review Technical Review Equity Security 52

ReadWriteStart

JUNE 1, 2020

Forms of funding. ? Equity investment. Equity investment is the most popular and most talked-about avenue for startup funding. These investments are made instead of shares or equity in your startup. Equity investors. The third source of funding is from equity investors. Stages of Equity-based funding. ?

Startup 150

Startup Entrepreneur Elevator Pitch Seed Stage 150

Startup Professionals Musings

SEPTEMBER 21, 2018

If you are one of the thousands of entrepreneurs who need equity funding to get your startup going (no loans to repay), you are probably overwhelmed at the prospect of finding, contacting and pitching to the huge number of qualified angels and investment groups around the country. Collect target customer testimonials and advocacy.

Equity 236

Equity Intellectual Property Elevator Pitch Social Media 236

Gust

MAY 24, 2012

As a quick review, most startups begin life as corporations with a single class of equity securities, referred to as Common Stock , issued to founders, employees, and outside service providers. Options and warrants, when issued, are also typically exercisable for shares of Common Stock.

IPO 159

IPO Equity Common Stock Stock 159

Startup Professionals Musings

FEBRUARY 9, 2020

Being the leader doesn’t mean more equity, nor does it mean the leader will necessarily be CEO. In the midst of high-tech development, funding, and selling, someone has to keep the office network running, get processes documented, and manage to keep everyone happy and busy. The industry veteran. The operations superstar.

Technical Cofounder 308

Technical Cofounder Cofounder Advisory Board Stock Options 308

Startup Professionals Musings

OCTOBER 30, 2017

The “venture capital” model is the only option they know, where they feel they get no mercy, giving up equity and control. Document the investment types you are willing to consider. The basic categories include equity, straight debt, convertible debt, services, and agreements for future equity.

Technical Review 220

Technical Review Accredited Investor Due Diligence Equity 220

Startup Professionals Musings

AUGUST 4, 2014

The first question I usually get is what percent of the company or equity is that person worth? Just because it was your idea doesn’t mean you “deserve” 90 percent of the equity. The value in a startup is all about tangible results, so there is no equity value in the idea alone. Amount of venture funding provided.

Cofounder 261

Cofounder Stock Founder Technical Cofounder 261

Board Effect

APRIL 15, 2024

The profound impact of diversity, equity and inclusion (DEI) is a centerpiece of the stewardship of these organizations; sustained and effective social response and problem solving requires diverse and inclusive governance. Diversity, equity and inclusion are the cornerstones of a vibrant, resilient, and impactful nonprofit organization.

Ireland 52

Ireland Ohio Government Equity 52

www.seriesseed.com

MARCH 2, 2010

SeriesSeed.com Series Seed Financing Documents Blog Home Documents Blog Archives Subscribe 09/02/2010 Version 2.0 and why Series Seed Documents are better than capped convertible notes “First they ignore you. of the Series Seed Documents as well as a red-line showing the changes I’ve made from the original set. 

Finance 58

Finance Term Sheet Equity Aggregator 58

YoungUpstarts

SEPTEMBER 3, 2020

Investment banks simply help governments or businesses to raise capital through equity and debt financing. At this point, associates will often need to review any documents that have been provided by their team’s analysts. Thought the day you can expect to work with a lot of other professionals, from sales staff to equity research.

Investment Bankers 236

Investment Bankers Technical Review Equity Portfolio 236

Berkonomics

NOVEMBER 23, 2023

Here is the warning: The execution of equity allocations and of a good incentive program using equity is often mismanaged, damaging the corporate capitalization structure and even affecting the outcome of subsequent investment into the company. … Equity is divided between the founders and the business begun.

Equity 62

Equity Stock Options Vesting Early Stage 62

Startup Company Lawyer

AUGUST 31, 2012

Quick answer: convertible equity (or a convertible security) is convertible debt without the repayment feature at maturity or interest. ” In response, Seth Levine wrote a very thoughtful post on convertible debt versus equity. Fred Wilson has been openly critical of convertible debt , and prefers priced equity rounds.

Convertible Security 73

Convertible Security Equity Security Preferred Stock 73

Up and Running

SEPTEMBER 19, 2017

When you accept outside money, particularly a private equity (PE) investment, however, that changes. In this article, I’ll provide some personal stories of how investors have navigated the balance between raising private equity capital and not losing control of their startup. You make all the decisions, when you want, how you want.

Private Equity 94

Private Equity Pre-Money Valuation Equity Startup 94

YoungUpstarts

MAY 27, 2019

Other businesses fail because they raise the wrong kind of money, such as debt they can’t repay on time or equity that causes them to lose control of their business. Only offer substantial equity and responsibility to those who have proven themselves. But that’s the classic chicken and egg problem you have to solve.

Cofounder 170

Cofounder Private Equity Software Review Equity 170

www.seriesseed.com

DECEMBER 9, 2012

Series Seed Financing Documents Blog. « About the Series Seed Documents | Main. Series Seed Financing Documents. Please note, these are the latest versions of the Series Seed Documents.    These are the original versions of the Series Seed Documents.  SeriesSeed.com. Blog Archives.

Finance 40

Finance Term Sheet Vesting LLC 40

YoungUpstarts

MARCH 4, 2019

Balancing Assets, Liabilities, and Owner’s Equity. Equity indicates what those with a stake in the company can claim as their own (even if your business “owns” a piece of equipment, for example, this is still considered an asset and not equity). Income Statement: Income = Revenues – Expenses.

Balance Sheet 172

Balance Sheet Software Review Equity Cofounder 172

Startup Company Lawyer

MARCH 14, 2010

After the recent announcement of the Series Seed Financing documents by Marc Andreesen, Brad Feld points out that there are now four sets of “open source&# equity seed financing documents: TechStars Model Seed Funding Documents (by Cooley). Y Combinator Series AA Equity Financing Documents (by WSGR).

Finance 70

Finance Software Review Term Sheet Liquidation Preference 70

The Startup Magazine

MARCH 8, 2024

Prepare detailed financial projections, supporting documentation, and a persuasive pitch that demonstrates the viability of your business and the potential ROI for lenders. Key metrics to track may include revenue growth, profit margins, cash flow, debt-to-equity ratio, and return on investment.

Finance 123

Finance Technical Review Metrics .Net 123

Version One Ventures

JUNE 30, 2023

Cape Privacy launched CapeChat , which automatically encrypts your documents and redacts any sensitive data. And Patch Radius enables companies, consultants, carbon accountants, private equity, etc. Their mission is to build the world’s most valuable peer-to-peer learning network, centered around memes.

Portfolio 60

Portfolio Software Review Technical Review ChatGPT 60

Both Sides of the Table

SEPTEMBER 5, 2012

This time by the efforts of Adeo Ressi to introduce a new kind of structure called “ convertible equity.” My initial reaction to Adeo when we spoke was that while it may have solved some issues (debt versus equity) it didn’t solve the ones that I’ve been warning entrepreneurs about most loudly.

Ratchet 354

Ratchet Liquidation Preference Equity Stock 354

YoungUpstarts

AUGUST 20, 2019

Christopher Grey is the co-founder and COO of CapLinked , and enterprise software company offering an information control and risk mitigation platform for the sharing of confidential or sensitive documents and communications outside of the enterprise. Christopher founded two companies, Crestridge Investments and Third Wave Partners.

Technical Review 127

Technical Review Software Review Private Equity Cofounder 127

David Teten

JUNE 1, 2011

I enjoyed participating in last week’s Capital Roundtable Private Equity Masterclass on “ Best Practices for Sourcing Quality Deal Flow & Developing New Business ” (May 26 th , 2011). Glickman, Resilience Capital Partners LLC Luke Johnson, Platinum Equity LLC Robert B. View more presentations. Wells, PE-Nexus LLC.

Private Equity 122

Private Equity Deal Flow Equity Developer 122

mashable.com

MAY 5, 2011

“Once that product is built, you will probably have given away a lot of equity.&# In exchange for $150,000 to $300,000 of work, each startup has given Kayweb 14% to 40% equity. The shortage of startup technical talent, especially in New York City, has been well-documented.

Equity 74

Equity Engineer Technical Review Social Media 74

YoungUpstarts

MAY 9, 2019

by Adam Coffey, author of “ The Private Equity Playbook ” . You speak to trusted friends and personal advisors about how you should go about doing this (perhaps your lawyer or accountant), and before you know it, you stumble upon an important player in the private equity game: the investment banker.

Private Equity 113

Private Equity Equity Investment Bankers Government 113

The Startup Magazine

JUNE 18, 2018

It is defined as an online repository of information for storing and distributing shared documents, and can be used during business transactions such as mergers and acquisitions and private equity and venture capital funding. It should also protect your IP address and your shared documents. Implementation.

Technical Review 81

Technical Review Due Diligence Merger Private Equity 81

Startup Professionals Musings

SEPTEMBER 11, 2023

The biggest surge in expectations occurred way back in 2015, when the SEC “ democratized ” everyday citizens (non-accredited investors) to participate in equity crowdfunding. Non-accredited investors can contribute a maximum of only 10 percent of their income, so they can’t lose it all on a single startup.

Accredited Investor 252

Accredited Investor SEC Campaign Equity 252

www.seriesseed.com

DECEMBER 9, 2012

Series Seed Financing Documents Blog. and why Series Seed Documents are better than capped convertible notes.   That said, I think this quote accurately captures the life-cycle of creating a simple set of documents for early stage investment. .  Why use Series Seed Documents instead of capped convertible debt? 

Term Sheet 40

Term Sheet Ratchet Dilution Equity 40

YoungUpstarts

OCTOBER 6, 2020

In the software industry, the term “technical debt,” also known as design debt or code debt, is widely used as a catchall to cover everything from bugs to legacy code to missing documentation. How can small businesses stay up to speed on evolving technology and compete with large companies with IT staffs and state-of-the-art resources?

Technical Review 246

Technical Review Small Business Software Review Security 246

www.drowningamerican.com

JUNE 22, 2012

Next → How to Hire for Sweat Equity…. That being said the following is available to the right candidate: • 3-5% equity in the company (based on experience). • $50,000/year salary once we obtain funding (target: January, 2010). We’re FINALLY putting together the required legal documentation as we incorporate.

Sweat Equity 40

Sweat Equity Equity Hiring Technical Review 40

YoungUpstarts

DECEMBER 14, 2016

Watch out for complex areas such as accounting for revenue, inventory, contingencies, equity instruments and consolidation. Documentation such as invoices, bank statements, payroll information and other records should be well organized and easy to obtain. Go over all your documents to uncover any mistakes or breaches.

Acquisition 100

Acquisition Intellectual Property Technical Review Due Diligence 100

David Teten

FEBRUARY 25, 2021

Microcredentials for the Effective Venture Capital or Private Equity Investor. NVCA Model Documents. I recommend join the communities I list at Microcredentials for the Effective Venture Capital or Private Equity Investor , in particular Confluence and GenZMafia. I’m leaving VC; this is what I didn’t expect to learn.

Private Equity 78

Private Equity Venture Capital Equity Seed Stage 78