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How Much Information Should you Give VCs for Due Diligence?

Both Sides of the Table

You’re heading into a full partner meeting and you’ve been asked for a full data pack before – should you give it? 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?). This is a hot topic I’ve been asked a lot about recently.

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Flexible VC, a New Model for Companies Targeting Profitability

David Teten

(co-written with Jamie Finney, Founding Partner at Greater Colorado Venture Fund. 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. 2-5x return cap + path to uncapped equity-returns.

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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. Some people find this elitist?—?I Entrepreneur : “Sure.

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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? Do they spend time in-market with customers, partners, or vendors? They see it as strategic and as a partner to other parts of the business. Trust your gut. Other Signs Your CFO Isn’t Scaling.

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

David Teten

PEVCTech is partnering with Blue Future Partners to run the first large-scale survey of VCs’ technology stack. Johann Kratzer of Blue Future Partners , a fund of funds, observed, “The majority of the hundreds of funds we’ve diligenced rely predominantly on their relationships to source deals. Greylock Partners.

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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.

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Working for Equity Instead of Cash

genylabs.typepad.com

Tracking and Forecasting the Trends Impacting the Future of Small Business. Steve and Carolyn are partners at Emergent Research and Senior Fellows at the Society for New Communications Research. Lessons from a Failed Forecast. MBO Partners State of Independence in America Study. Small Business Labs. Follow us on Twitter.

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