Up and Running

SEPTEMBER 10, 2014

I’m a mom, a full-time sales manager, and recruiter. Taking a campaign online and encouraging non-accredited investors to use a crowdfunding platform is a great way to show their support, manage the volume, and market your business. They will typically ask a question about your business and the conversation begins! Stock Option.

Angel Investor 159

Angel Investor Technical Review Software Review Accredited Investor 159

Both Sides of the Table

APRIL 2, 2010

It in not uncommon to see a VC talk about “total assets under management&# as in “We have $1.5 billion under management.&# I don’t really understand why VCs do this since it’s mostly a meaningless number. What is total assets under management? - How much of a fund is actually invested in new deals?

Venture Capital 269

Venture Capital Balance Sheet Early Stage Software Review 269

David Teten

DECEMBER 16, 2015

The reason is that the real value of the board deck is not (ironically) for the board; it’s for management to track their own performance. So I want to see that management is using a dashboard every day, not just for board meetings. Conversion to Sales %. Users/Customers. Customer Acquisition Cost (CAC). Sales Pipeline.

Metrics 60

Metrics Analytics Balance Sheet .Net 60

Hunter Walker

JANUARY 5, 2014

Because it’s the balance sheet for the most important resource I have: my time. Managing short-term tactical outcomes with longer term relationship cultivation. Why is my calendar the window into my soul? But as I build our business, it’s time that I’m thinking about. How do I spend it?

Software Review 102

Software Review Balance Sheet Cofounder Technical Review 102

Up and Running

NOVEMBER 19, 2012

Lean planning is not a product, or a service, it is a methodology, a way of managing your business. A financial plan with a Sales Forecast, Profit & Loss , Cash Flow Forecast , and Balance Sheet. Now you are actively managing your business through Lean Planning. what is Lean Planning? Rinse and repeat.

Lean 83

Lean Small Business Forecast Technical Review 83

YoungUpstarts

OCTOBER 22, 2018

Balance sheet. It provides a valuable financial ‘health check’ for a company and is well worth the owner or those in senior management being conversant with so as to regularly monitor the company’s position. This is basically a summary of a company’s financial position.

Finance 113

Finance Balance Sheet Cash Position .Net 113

YoungUpstarts

SEPTEMBER 15, 2020

If you say your management team is experienced and qualified to help the business succeed, you have to support that claim with resumes that demonstrate the experience. If your executive summary is strong, you increase the prospects to have a further conversation with a potential investor or partner to make your pitch in person.

Business Plan 147

Business Plan Balance Sheet Non-Compete Forecast 147

Duct Tape Marketing

NOVEMBER 16, 2023

With his extensive experience in financial management, Todd is a leading expert in implementing strategies to protect small businesses from embezzlement while enhancing their profitability. During our conversation, Todd outlined the fundamental strategies businesses can employ to fortify their financial foundations.

Michigan 71

Michigan CPA Small Business Hiring 71

Both Sides of the Table

APRIL 21, 2020

A strong balance sheet will matter in the years ahead. Of our early-stage deals we do 33% Seed, 66% A’s) Why recycling is important, but why without exits you might even be forced to stop paying management fees for a while What Will Happen with LPs in this Economic Market? Raise when you can.

Marketing 263

Marketing Valuation Churn Rate Balance Sheet 263

Mike Michalowicz

MAY 3, 2017

Balance sheets and P&L statements help contractors monitor their overall financial performance, showing comparative data on assets versus liabilities, capital, gross profit, and so on. Reports on overhead percentage, percentage of completion, leads and lead conversion (sales) are also crucial to keep in check. Mike Bruno).

Software Review 68

Software Review Salary Balance Sheet Cost 68

Duct Tape Marketing

APRIL 5, 2023

20:15] How do you tie conversion rate optimization to your ad spend? [21:49] And in case that wasn't enough, that created chat spot, a conversational growth assistant that connects to your HubSpot CR M for unbeatable support. You can manage contacts, run reports, and even ask for status updates. Like this show?

Advertising 81

Advertising Analytics San Diego Networking 81

YoungUpstarts

FEBRUARY 28, 2016

by Gyawu Mahama, Social Media and Marketing Manager at Hiscox Small Business Insurance. Evaluate your balance sheets and take note of any growing expenditures. Most importantly, consider risk management. Gyawu Mahama is Social Media and Marketing Manager at Hiscox Small Business Insurance.

Balance Sheet 100

Balance Sheet Entrepreneur Social Media Small Business 100

Startup Lessons Learned

MAY 25, 2020

The stories he told me during our conversation, somber as they are, show the truth of that belief. You can listen to our conversation on Apple podcasts , Google podcasts , or wherever you like to download. Here's my conversation with Carl Liebert. He shared his reflections on why these approaches work. It's member-owned.

Technical Review 148

Technical Review Balance Sheet Texas Austin 148

Startup Lessons Learned

MARCH 26, 2020

Now’s the time for companies with big balance sheets to help. People are dealing with children, older family members and friends, and a whole new level of work-life balance. Many have lost some of the things that helped them manage stress, like their local gym or recurring social event.

Balance Sheet 94

Balance Sheet Matching Community Employee 94

Both Sides of the Table

JUNE 17, 2017

If you don’t have a strong balance sheet and can’t hire more people that’s fine — but understand this may lead to slower growth. That management team might have decided that they wanted to maintain more control of their company, didn’t want new board members and didn’t want to take dilution.

Stock Options 227

Stock Options Startup Dilution Venture Capital 227

Both Sides of the Table

JULY 1, 2015

But can sensible management team even do anything about it? I’m saying something simpler: protect your balance sheet and make sure you have enough cash to weather a slowdown and don’t let your reserves dip too low before raising more capital unless you have no choice. limit your fixed costs.

Balance Sheet 150

Balance Sheet eCommerce Venture Capital Acquisition 150

Up and Running

MAY 9, 2016

Conversely, where is there saturation, too little demand for a new player to get business, or a high number of firms that fail? What personnel will you need in the field, in management, and in the back office? Management Summary: Detail your core management team as well as guiding company principles.

SBA 60

SBA Demand Forecast Balance Sheet 60

Up and Running

MAY 14, 2020

Your executive summary should provide an outline of your vision for your store, a concise breakdown of your target market , and a list of the primary features of your management team and financials. The financial plan consists of four elements: a sales forecast, income statement, cash flow statement, and a balance sheet.

Business Plan 154

Business Plan PR Differentiation Balance Sheet 154

Feld Thoughts

JANUARY 19, 2017

Over the past few days, I’ve had a similar conversation about reporting tempo with three different people (2 CFOs and 1 CEO). After the second conversation, I thanked the person I was talking to (she knows who she is) for providing the content for today’s blog post. It has actuals to budget for monthly, quarterly, and YTD.

Balance Sheet 70

Balance Sheet Metrics SEC Distribution 70

A Smart Bear: Startups and Marketing for Geeks

FEBRUARY 11, 2014

If you like this, go see his Shockwave Innovations blog ) Anyone that has taken an accounting class or learned basic business financials knows the interaction between key elements of a P&L (revenue, cost, expense) and a balance sheet (assets, liabilities, equity). Measure, assess, refine, repeat.

Churn Rate 288

Churn Rate .Net Metrics Hosting 288

ithacaVC

JANUARY 24, 2013

Having a relatively small about of convertible debt on your balance sheet prior to your Series A financing is not a bad thing. And let’s assume that the debt has a 20% conversion discount. It can get painful so make sure to manage your expectations. I am a big fan of convertible debt (with appropriate terms).

Valuation 53

Valuation Balance Sheet Option Pool Dilution 53

BeyondVC

SEPTEMBER 14, 2004

On the flipside, they can be a valuable source of input and guidance for a management team in the pursuit of maximizing shareholder value. What I want to know about is the management team’s priorities and why, how they are tracking against those goals, and what keeps them up at night with respect to meeting their objectives.

Balance Sheet 99

Balance Sheet Technical Review Framework Stock Options 99

Both Sides of the Table

FEBRUARY 12, 2010

I recommend that the the first two slides in your deck be the two most important strategic topics your management team is grappling with. You probably have lots of great ideas around the table and could have great conversations but the same people speak over and over again. 4.

Startup 331

Startup Balance Sheet Forecast Early Stage 331

Growthink Blog

NOVEMBER 30, 2016

Sales Strengths :Our marketing-to-sales to conversion is excellent, perhaps driven by a great sales culture, CRM technology, etc. Financial Strengths : Our balance sheet is strong and our cash flow is predictable. Operations Strengths : Our operational systems allow us to deliver high quality at low cost.

Balance Sheet 48

Balance Sheet Non-Compete eCommerce Differentiation 48

Austin Startup

OCTOBER 4, 2017

In this way you don’t have to worry about valuation until the professional money comes in, and they expect this kind of note will be on your balance sheet already. How to Manage Abusive VC Sharks Sometimes, a VC will pressure you to do a deal that stinks, destroys the economics of your company, and/or is just too greedy.

Dilution 59

Dilution Valuation Equity Balance Sheet 59

Reid Hoffman

JULY 27, 2021

During that conversation, we talked about some of my favorite philosophers and how I’ve applied their ideas to my own career. In contrast, earning an MBA or working as a management consultant is less a final destination and more a way station on the way to a better future, usually with a vigorous salary. (As

Silicon Valley 69

Silicon Valley Venture Capital Balance Sheet Cofounder 69

Reid Hoffman

JULY 27, 2021

During that conversation, we talked about some of my favorite philosophers and how I’ve applied their ideas to my own career. In contrast, earning an MBA or working as a management consultant is less a final destination and more a way station on the way to a better future, usually with a vigorous salary. (As

Silicon Valley 69

Silicon Valley Venture Capital Balance Sheet Cofounder 69

OnlyOnce

APRIL 29, 2021

Even if your coach is a full 5 on the Shrink-to-Management Consultant scale I mentioned above, people are people, and you’re no exception. You have a bad day at home — it will show through at work and it will impact your Coach conversations (maybe less so your Mentor ones). Treasure them Bring your whole self. Don’t ignore it.

Balance Sheet 48

Balance Sheet Chad Framework Equity 48

Duct Tape Marketing

NOVEMBER 10, 2015

Management consultant extraordinaire Peter Drucker famously said, “What gets measured, gets managed.” ” Now, while terms like measurement and management might seem like big company jargon, the fact is you can’t successfully grow a business unless you track what works and what doesn’t work.

Metrics 28

Metrics Small Business Analytics SEM 28

BeyondVC

OCTOBER 31, 2005

Here are some questions you should be asking or thinking of during your initial conversation. If they are early in the process, you have to be concerned about wasting your time, educating a potential buyer about your market, and going nowhere with your conversations. Revenue, product, management, both?

Balance Sheet 87

Balance Sheet Acquisition Valuation Conversion 87

Eric Friedman

AUGUST 18, 2021

He is also co-founder and Managing Partner of Deciens Capital, an early stage investment fund. As many of your listeners may know, there was an incredible piece published by a gentleman from Founders Fund, discussing Tiger [Global Management] and how they’re focused on the speed and scale business. On Sushi and VC.

Silicon Valley 88

Silicon Valley Venture Capital Cofounder Africa 88

Up and Running

APRIL 28, 2015

A great pitch deck gets potential investors excited about your idea and engages them in a conversation about your business, hopefully leading to an investment. You do this in the form of an “exit strategy” slide that outlines who your potential acquirers might be if you manage to grow your company and be successful.

Forecast 60

Forecast Hockey Stick Exit Strategy Intellectual Property 60

Duct Tape Marketing

NOVEMBER 20, 2019

I’m sure a lot of people that you… business owners… I mean, is it just the balance sheet, the P&L, the tax returns? Chad Peterson: The second problem is they’re often not ready from a marketing and a management standpoint. John Jantsch: Sure, yeah. That makes sense. So, it’s the three M’s.

Chad 46

Chad SBA Kansas City Australia 46

Professor VC

AUGUST 26, 2011

Analyzing each step of who comes to the website organic, paid, conversions etc [SB] Having a bottoms-up model is helpful. How much needs to be shown in the form of a cashflow statement, and balance sheet? Does a complicated sales build model make sense for a pre-revenue SaaS company?

Silicon Valley 35

Silicon Valley San Jose Hockey Stick Venture Capital 35

ReadWriteStart

AUGUST 6, 2019

The critical question is: How do some startups manage to avoid the pitfalls of complacency when others don’t? Management should also ensure that each functional area has its own KPIs that will reinforce broader company goals that can be measured at the individual department level. Two words: Continuous improvement.

Startup 107

Startup Balance Sheet Retention Employee 107

Startup Lessons Learned

JUNE 9, 2020

In the first part of our conversation, we talk about the chronology of what has happened to Airbnb, the impacts the pandemic has had on their business and the emergency measures the company was required to take. You can listen to our conversation on Apple podcasts , Google podcasts , or wherever you like to download. I am Eric Ries.

Silicon Valley 60

Silicon Valley Hosting Cofounder Employee 60

Agile VC

DECEMBER 6, 2012

A little more inside baseball from the VC biz… why VC’s rarely make “crossover” investments, with capital from multiple funds the VC firm manages invested in a single startup (see note 1). I was talking with an entrepreneur recently about this phenomenon.

LP 178

LP Balance Sheet Differentiation Limited Partner 178