David Teten

APRIL 1, 2021

I’ve recently advised a number of emerging private equity and VC funds who are wrestling with the question: What are the highest impact steps they can take to support their portfolio companies? . Almost every private equity and venture capital investor now advertises that they have a platform to support their portfolio companies.

Private Equity 78

Private Equity Venture Capital Portfolio Equity 78

Both Sides of the Table

APRIL 19, 2011

He is very hands-on and helpful – especially for any company looking into customer acquisition. o CPM model gave him control over the information in the acquisition cycle so he focused on that. - Since selling Matt has gone on to become one of the smartest angels I have seen operate. He told them it was now or never.

Acquisition 304

Acquisition Warrant Customer Term Sheet 304

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

Startup Professionals Musings

JANUARY 24, 2021

Sales and distribution channel activity will be analyzed, as well as cost of customer acquisition, to make an independent assessment of your financial projections. 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

Steve Blank

OCTOBER 23, 2023

Advisory Board members are often paid in a balance of equity (stock options) and cash (“cash” is the industry term for money wired to your bank account). CEOs seek their advice (and often must seek their formal approval) for major strategic decisions such as acquisitions, major budget changes, hiring of C-level executives, etc.)

Government 212

Government Advisory Board Salary Sales Cycle 212

Up and Running

DECEMBER 1, 2015

Of course, not every equity compensation story is a David Choe Story. If you’re thinking about extending equity to an employee or a vendor (as in the example above), you should know that the topic is multi-faceted. In this article, I’m going to examine: What equity compensation is. Different types of equity compensation.

Equity 60

Equity Employee Stock Options Vesting 60

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

Feld Thoughts

OCTOBER 20, 2020

The agenda ( full agenda here ) includes the following discussions: DEIS in Corporate Governance & Board DEIS in Human Resources & Talent Acquisition DEIS in Procurement DEIS in Edge Technology Product Development & Corporate Innovation DEIS in Go To Market DEIS in Venture Capital & Investment DEIS in Impact.

Equity 123

Equity Cofounder Venture Capital .Net 123

SiliconHills

AUGUST 22, 2023

When Hypergiant Industries launched in 2018, within two weeks, the company had an acquisition offer, said Ben Lamm, founder. But this year, Hypergiant got an acquisition offer, which it couldn’t refuse because the partnership has so much […]

Private Equity 118

Private Equity Dallas Equity Acquisition 118

YoungUpstarts

MAY 14, 2018

Of course, these are important ingredients to growth, but the – perhaps unconventional – truth is that this kind of growth can be riskier and less compelling to investors than growth through acquisition. Set clear financial objectives for an acquisition and create benchmarks to gauge attractiveness of potential target companies.

Acquisition 124

Acquisition Finance Raleigh Mezzanine 124

Women Entrepreneurs Can

NOVEMBER 27, 2023

Regulatory compliance is an increasingly significant challenge for private equity firms. US federal laws and the rules of self-regulatory organizations impose numerous yearly reporting and compliance obligations on investment advisers, including private equity firms. This blog post reviews some of these compliance-related requirements.

Private Equity 52

Private Equity Equity Due Diligence Securities and Exchange Commission 52

David Teten

JANUARY 19, 2021

From traditional equity VC, Flexible VC borrows the option to pursue and reap the rewards of an outsized exit. Flexible VC 101: Equity Meets Revenue Share. Equity Ownership. Yes, typically preferred equity. On average, founders own just 43% of equity by Series B , declining thereafter. Flexible VC 102: Variations.

Cofounder 78

Cofounder Technical Review Equity Dividend 78

YoungUpstarts

OCTOBER 6, 2020

is any liability incurred in the development, acquisition, use, and retirement of technology — i.e. hardware and software systems, or the skills set needed to support them. For SMBs, tech debt is a potential existential threat that could impact their future viability and very survival. Tech Debt 2.0

Technical Review 246

Technical Review Small Business Software Review Security 246

Startup Professionals Musings

SEPTEMBER 27, 2023

Startup owners need to assume a three to five year wait for a liquidity event, such as acquisition or going public, before they can cash out. While new equity owners always have to get it from someone, actual re-allocation of existing shares should be based on a formula to maximize the value of your remaining founder shares.

Stock 240

Stock .Net Vesting Founder Vesting 240

Steve Blank

MARCH 16, 2016

Risk capital takes equity (stock ownership) in your company instead of debt (loans) in exchange for cash. Founders can now access the largest pool of risk capital that ever existed –in the form of Private Equity (Angel Investors, family offices , Venture Capitalists (VC’s) and Hedge Funds.). The Bad News. Check in with them as well.

Liquidity Event 120

Liquidity Event Founder Liquidation Preference Venture Capital 120

www.inc.com

SEPTEMBER 24, 2011

Will Work for Equity. Dave Graham Business Venture Capital Private Equity GlobalLogic Inc. But with the help of Grahams company, which specializes in creating tech systems for start-ups, Jumpstart grew to more than $50 million in revenue--enough to make it an attractive acquisition for media conglomerate Hachette Filipacchi.

Arizona 40

Arizona Equity Iowa Venture Capital 40

Startup Professionals Musings

NOVEMBER 8, 2021

This usually means not taking money from equity investors, since investors want fast growth, high profits, and an exit event, to allow investments to be recouped. Non-equity funding has to come from personal sources, or government grants, or bank loans. Startup funding comes from personal savings and family.

Entrepreneur 371

Entrepreneur Equity Dilution LLC 371

Startup Professionals Musings

APRIL 17, 2023

The new investors you need at this stage are investment bankers, private equity, or competitors, to buy you out via merger or acquisition (M&A), or to go public with an Initial Public Offering (IPO). This is the exit stage for the entrepreneur, and for all earlier investors.

Angel Investor 313

Angel Investor Intellectual Property Investment Bankers Private Equity 313

View from Seed

APRIL 27, 2022

accessible US home equity as of Q1 2022. Home equity is usually the largest asset of the average U.S. increasing their debt load and taking on interest expense, either through home equity loans or reverse mortgages. Home equity is usually the largest asset of the average U.S. in 2022, and there is $9.9T

Equity 156

Equity Cofounder Acquisition Restful 156

YoungUpstarts

OCTOBER 25, 2018

Toronto’s Mark Attanasio has spent some 20 years advising businesses at various stages in their development on what it takes to position themselves for growth – whether it’s through traditional transactional activities like management buyouts and mergers and acquisitions or via a public listing on a Canadian stock exchange.

Partner 113

Partner Technical Review Management Due Diligence 113

Startup Professionals Musings

JULY 26, 2010

Non-organic growth would include OEM relationships, finding strategic partners, “coopetition,” as well as acquisitions. Even mergers and acquisitions (M&A) came early. These relationships need not require cash investments; often they are done with exchanges of equity or assets. Economies of scale. Marty Zwilling.

Acquisition 214

Acquisition Merger Startup Bandwidth 214

Startup Professionals Musings

AUGUST 21, 2021

Of course, that means a mindset willing to give up much more equity, and taking on a whole new level of risk. Utilize mergers and acquisitions to accelerate growth. As you might imagine, even with the proper planning, mergers and acquisitions are difficult to pull off.

Merger 379

Merger Due Diligence SEC IPO 379

Startup Professionals Musings

FEBRUARY 6, 2022

Most founders and CEOs will not voluntarily establish a formal Board of Directors, unless they are trying to attract a major investor, preparing for an IPO, or planning for an acquisition. As an alternative, every CEO needs an Advisory Board to help them grow, which they can ignore or fire at their pleasure.

Advisory Board 348

Advisory Board IPO Angel Investor Acquisition 348

Startup Professionals Musings

APRIL 22, 2013

Convincingly presents a patent, trademark, or other “secret sauce” that can create equity value, not just current cash flow for the owners. This has value now, and is critical for maximum value in a merger or acquisition. Values intellectual property. Not in a heated rush. Calm and self-assured, rather than desperate.

Technical Review 273

Technical Review Intellectual Property Angel Investor Elevator Pitch 273

ConversionXL

JANUARY 18, 2022

Coca-Cola has brand equity that makes people gravitate towards it. In this article, you’ll understand what brand equity is and how to build it so your audience reaches for your product, service, or solution over the rest. Why brand equity matters now more than ever. Brand equity. It’s the safer bet. Every day in the U.S.,

Equity 94

Equity Marketing Social Media Software Review 94

YoungUpstarts

SEPTEMBER 22, 2011

Techventure 2011 – one of Asia’s topmost events for the venture capital community to engage with the latest technology entrepreneurs organized by Asiasons WFG and presented by National Research Foundation (NRF) and Singapore Venture Capital and Private Equity Association (SVCA) – will celebrate its 15th year on October 13 and 14.

Singapore 162

Singapore Private Equity Asia Venture Capital 162

ConversionXL

JANUARY 18, 2022

Brand marketing is concerned with objectives such as: Brand tracking , identity, and recognition; Improving brand awareness ; Building brand equity ; Understanding and influencing consumer perceptions about the brand. Use brand marketing strategies to build brand equity. But, consider what equity you hold before executing a rebrand.

Marketing 110

Marketing Product Audience Equity 110

This is going to be BIG.

AUGUST 21, 2014

Maybe they''re locked up in golden handcuffs post-acquisition of their startup. What you can offer is interestingness, a thoughtful challenge, and a little bit of equity. Plus, from the advisor side, it might be a good way to build up a little portfolio of startup equity without having to put up angel cash.

Founder 120

Founder Software Developers Software Development Venture Capital 120

www.mattbartus.com

SEPTEMBER 24, 2011

Equity for Consultants – Keep it Simple! posted Feb 3 in Equity , People issues. I have been in post-acquisition disputes where a consultant claimed they were still “consulting” and earning shares even though it seemed clear that the company stopped using the services of the consultant. Blog blog archive.

Equity 40

Equity Vesting Silicon Valley Intellectual Property 40

Gust

JUNE 22, 2016

Gust announces acquisitions of Sharewave and Preferred Return; creates the most robust and affordable equity management solution for early-stage startups. The post Gust Launches Comprehensive Equity Management Platform for Cap Table Management and 409A Valuations appeared first on The Gust Blog. Read more >.

Cap Table 93

Cap Table Valuation Equity Management 93

Hunter Walker

JANUARY 2, 2017

The total value of these deals might look higher than when a tech company makes an acquihire but the premium tends to go to retention rather than the cap table (especially since (a) the acquirer might not be seen as an ‘attractive’ place to work and (b) there’s assumption of less equity upside post-acquisition).

Technical Review 115

Technical Review Cap Table Acquisition Startup 115

Startup Professionals Musings

NOVEMBER 6, 2020

It seems that most of you entrepreneurs I meet in my role as business advisor are convinced that starting a new business requires equity investors, exponential growth, and a plan to go public via IPO. Personal income is related to operations versus equity. With major investors, your equity and return is diluted and delayed.

Small Business 311

Small Business Small Business Administration SBA Equity 311

This is going to be BIG.

JANUARY 18, 2024

On the other hand, they could be the opposite—much more focused on near-term cash distributions than long-term equity appreciation. They might have a more flexible time horizon than a VC because the money doesn’t come from a fund with a limited lifespan.

.Net 88

.Net Cap Table Startup Technical Review 88

Startup Professionals Musings

MARCH 18, 2012

Convincingly presents a patent, trademark, or other “secret sauce” that can create equity value, not just current cash flow for the owners. This has value now, and is critical for maximum value in a merger or acquisition. Values intellectual property. Not in a heated rush. Calm and self-assured, rather than desperate.

Technical Review 294

Technical Review Intellectual Property Angel Investor Elevator Pitch 294

Startup Professionals Musings

FEBRUARY 11, 2023

That’s why all those so-called million dollar ideas I hear about as an investor don’t get me excited, and entrepreneurs find that working twenty hours a day often generates nothing more than sweat, instead of the desired sweat equity. This may also be the moment when you get your first big acquisition offer, rather than a clone appearing.

Sweat Equity 296

Sweat Equity Startup Salary Viral 296

Startup Professionals Musings

MARCH 15, 2023

Investors want to hear a quantified problem, a simple solution description, opportunity size, competition, traction, team qualifications, how much money you need, and what equity you are willing to give. Skip the background story and customer pitch, which every investor has heard all too often. Dress to impress and be credible to investors.

Entrepreneur 279

Entrepreneur Due Diligence Angel Investor Silicon Valley 279

Up and Running

MARCH 14, 2018

Customer acquisition: Marketing and sales strategy. Your financials should easily allow you to calculate your customer acquisition costs. Is the investment you’re seeking a convertible note, an equity round, or something else? This is usually one of the most skipped sections of an investor pitch and a full business plan.

Hockey Stick 164

Hockey Stick Exit Strategy Technical Review Angel Investor 164