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Investor Toolkit
23 posts
Practical resources and guides to simplify the private investment process. Useful tools and knowledge to empower investors.
Preferred Equity: An Overview
Preferred equity in early-stage financing is discussed in this blog post, covering its advantages for companies and investors, key terms, and a practical example.
Diligence Series: Meeting the Team
Learn how to assess the team behind a business venture in this blog post, exploring factors such as leadership ability, collective dynamics, and expertise to gauge their potential for success.
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.
Simple Agreement for Future Equity (SAFE): An Overview
SAFEs (Simple Agreements for Future Equity) are popular fundraising tools for early-stage startups, offering a standardized and straightforward way to raise capital. They provide flexibility for founders and low legal costs for investors, making them ideal for pre-revenue or early-revenue businesses.
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.