Browsing Category
Investor Toolkit
40 posts
Practical resources and guides to simplify the private investment process. Useful tools and knowledge to empower investors.
Diligence Series: Weighing the Value Proposition
Understanding the value proposition of a business venture is crucial before investing. This blog post guides readers in framing the problem, defining the solution, and assessing the opportunity-solution fit.
Introducing the Diligence Series: Applying a Simple Framework
Analyzing private investment opportunities requires a structured approach. This blog post presents a concise framework covering key aspects and considerations for investors and founders during the due diligence process.
Common Equity: An Overview
Common equity represents ownership in a company and entitles the holder to a share of the profits. This blog post explores the benefits and considerations of common equity for both companies and investors, including the alignment of interests, potential dilution, and unlimited upside.
Should you join an accelerator? 3 Big Questions to Ask
Key questions for founders considering an accelerator program are highlighted, including program alignment, available resources, and costs (equity or cash compensation). Proactive research and seeking feedback from other founders are crucial for making an informed decision.
Convertible Notes: An Overview
Convertible notes are investor-friendly loans to early-stage companies, offering enhanced upside and downside protection. Key terms include investment amount, maturity date, interest rate, discount, and valuation cap.
Greasing the Sales Engine with Metrics
Track sales and business development metrics in two categories: activities (things you can control, like outreach and meetings) and results (outcomes, such as total sales and conversion rates). Use CRM platforms for effective tracking.
Key Performance Indicators: What Are They And Why Do They Matter?
Discover the significance of Key Performance Indicators (KPIs) for founders, including customer metrics like Customer Acquisition Cost (CAC), Customer Churn, and Customer Lifetime Value (CLTV), along with financial metrics like Burn Rate and Runway, to assess the real-time health of their businesses and make informed decisions.
Performance Metrics: How Are Your Investors Judging You?
Understand the key return-oriented metrics investors use to evaluate the success of their investments, such as IRR, DPI, RVPI, and MOIC. These metrics determine the potential returns and timeline for investors in the early stages of a company's growth.
Striking The Balance: Investor Communications DOs And DON’Ts
Maximize your investor relations strategy by communicating regularly and consistently, providing clear updates with a structured letter format. Be explicit with investor asks and maintain organized data to streamline reporting. Foster engagement by encouraging questions and feedback, and be responsive to your investors' inquiries.
An Honest Approach To Investor Relations
Investor relations are crucial for founders even after securing funding. Transparent communication fosters collaboration, opens doors to networks, and enhances chances of future funding.