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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?). He forwarded an annoyed email to my main contact at Salesforce. ” Heading into a Term Sheet – Final Due Diligence. “So why are we here?” What did he do?

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Tips to Help you Think About Sales at Your Startup

Both Sides of the Table

how do you forecast? how should a VC do due diligence on sales operations? should you email before you call? getting past the assistant. when to call. is it OK to call an exec on his mobile phone. how to handle intros. What is your sales process? call high or call low? how do you do pipeline reviews? agile sales process?

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Completing your first capital raise: ten lessons for startups

NZ Entrepreneur

Kiwi inventory forecasting software StockTrim achieved international sales in the UK, Australia and US immediately after launching in 2017. In early 2020, Sutton set up meetings through cold and warm outreach over email, LinkedIn, and networking through angel and tech start-up groups.

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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

These collective sets of documents form the basis of what somebody looking at investing would call “financial due diligence.” Investors love to be able to see what you told them in forecasts in prior years and then compare with how you actually performed. I’d be grateful if you could prioritize it.

Cap Table 336
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How Private Equity and Venture Capital Investors Are Eating Their Own Dogfood

David Teten

For both origination and due diligence, a host of companies aspire to be the “Bloomberg of private companies”, including CB Insights , Crunchbase , DataFox , FuelUp , fundsUP , Mattermark , Qodeo , Quid , Tracxn , Unomy.com , and Zirra. 5) Due diligence. 4) Manage deal flow. She is a model for us all! .

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Lean Business Planning with Tim Berry [VIDEO]

Up and Running

That’s the sales forecast, the spending forecast and the cash flow. You want to show that, and investors need to see the scale of a business that have to do with your sales forecast. They’re going to look first at the sales forecast. That’s a lean business plan. It is not a document.

Lean 60
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Missed Expectations and The Eighty Percent Acquisition Rule

Berkonomics

I worked with one two years ago that was exemplary in its ability to understand and integrate our selling business into its significant number of subsidiaries, and quickly create uniform dashboards and supply integration talent. How about those less-experienced buyers? Lessons to learn from the best.