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Exit Planning: The Art and Science of Valuations
15Sep
Exit Planning: The Art and Science of Valuations
It probably won’t happen today or tomorrow, but at some point, you’ll leave your company. Ideally, you’ll walk away wealthy—or at least wealthier than you are right now—ready to dive into retirement, the launch of your next business, the beginning of your career as an investor, or whatever the next stage of your life holds.
What You Gain and Lose by Using SAFE Notes
24Aug
What You Gain and Lose by Using SAFE Notes
It sounds like an easy win. You take $200,000 from an investor right when you need it, with minimal back-and-forth negotiation and no debt obligations or loss of equity in the present.
Funding Opportunities Beyond the PPP: What Business Owners Should Know
14Jul
Funding Opportunities Beyond the PPP: What Business Owners Should Know
Like so much of life these days, the Paycheck Protection Program (PPP) is unprecedented.
Rundown of Government Relief for Businesses Affected by COVID-19
15Jun
Rundown of Government Relief for Businesses Affected by COVID-19
As COVID-19 continues to spread around the world, U.S. businesses have received historic government relief in exchange for its participation in the life-saving emergency shelter-in-place and social distancing orders of state governors.
4 Steps to Build Business Credit Quickly
4Mar
4 Steps to Build Business Credit Quickly
Just as building personal credit history is crucial for your own finances, building business credit is crucial for your business finances.
Angel Investors + 4 Other Ways To Fund Your Startup
10Jan
Angel Investors + 4 Other Ways To Fund Your Startup
You already know your startup needs funding in order to succeed.
Is a Short-Term Business Loan a Good Idea?
14Oct
Is a Short-Term Business Loan a Good Idea?
Your business needs money as soon as possible. Like, today. Maybe a big order just came in and you don’t have the necessary supplies to fulfill it.
How to Tell If an Investor Is Right for Your Business
30Sep
How to Tell If an Investor Is Right for Your Business
It’s time to bring your business to the next level. Maybe you’ve recently launched and sparked significant interest in the market, or maybe you’ve been building the company for several years and have recently achieved a sustainable pattern of growth and momentum.
When Is the Right Time to Sell Your Business?
20Sep
When Is the Right Time to Sell Your Business?
After spending years building your business, you’ve started to think about a transition.
Due Diligence: What It Is, What to Expect, and How to Make It Out Alive
15Feb
Due Diligence: What It Is, What to Expect, and How to Make It Out Alive
Make no mistake: due diligence can be stressful. But amidst all the fun and exciting parts of attracting investors to your business—innovating, creating a brand, traveling, pitching ideas, forging new connections—due diligence is always a necessary step. It’s how you build trust with investors.
3 Essential SaaS Metrics to Exceed Investor Expectations
21Dec
3 Essential SaaS Metrics to Exceed Investor Expectations
If you run a Software as a Service (SaaS) company—that is, if you provide licensed software via the cloud—I have some good news for you. SaaS is on track to reach a public market value of $76 billion in 2020.
5 Ways Bad Financial Data Can Cost You During Funding
9Nov
5 Ways Bad Financial Data Can Cost You During Funding
While virtually all investment opportunities involve some level of uncertainty, the people and organizations who eventually invest in your company—be they bank lenders, venture capitalists, or your friends and family—are the ones who are confident they have minimized their risk. Sure, they want to feel excited about an opportunity, but what they’re ultimately looking for is a safe bet.
Which Financial Professionals Do You Need When Fundraising?
4Oct
Which Financial Professionals Do You Need When Fundraising?
“You have to spend money to make money.” The familiar business adage is perhaps nowhere more true than when it comes to fundraising.
The Role Outsourced Accounting Plays in Growing Your Startup
17Jul
The Role Outsourced Accounting Plays in Growing Your Startup
From everything I’ve learned so far from the businesses we work with, early-stage companies are trying to make a million things happen at once. Most startups we talk to don’t have their operational processes defined right off the bat, so they’re constantly tackling logistical and departmental emergencies all while trying to meet the increasing demands of successful growth.
Seed Investment: Comparing SAFE and Convertible Notes
22Jun
Seed Investment: Comparing SAFE and Convertible Notes
When it comes to seed investment, founders have options. Typically they prefer low interest which is where SAFE comes in as a favorable alternative to convertible notes, but there's much more to the picture.