The handyman’s toolbox… whether you use it for small home improvement projects or just minor repairs, no home is complete without a few essential tools. At Seraf, we feel the same way when it comes to investing in early stage companies. You need a good set of tools to do the job right.
Sometimes the task at hand is overseeing due diligence on a potential investment. Other times, you need to advise a CEO on how to run a great board meeting. Or maybe you need some guidance on where to look for key data in the investment documents you receive from company counsel. Whatever the task is, we want you to have the right tools to get the job done, so we’ve collected a great set of early stage company checklists and templates for everyone to use as a reference. Bookmark it, link to it, share it and keep your eye on it - we’ll add additional handy tools every so often.
Tools for Board Directors
Based on our Director’s Guidebook, we created many important tools that will help you improve investor and board communications with a company CEO. These tools are designed to help you stay informed and ensure that you have the information you need to help your portfolio companies succeed.
Tools for Conducting Due Diligence
From our Investor’s Guide to Due Diligence, we created four early-stage checklists / templates that will help you manage an efficient due diligence process and gather the right information to help investors make informed investing decisions. Due diligence can be a complex, frustrating project. These tools are designed to help you get the job done in a timely, efficient manner.
Tools for Valuing Early Stage Investments
To enhance our Angel Investing by the Numbers guide to understanding startup economics and capitalization, these tools are designed to help you value early stage companies and build a successful portfolio.
- Capitalization Tables with Waterfall Analysis
Tools for Navigating Deal Terms and Investment Documents
As a companion to our Guide for Understanding Early-Stage Deal Terms, we created tools to help you navigate complex legal documents and negotiate terms for your investment. These tools outline what key terms mean, why these terms are important to investors, where you will find them in your investment documents, and help you explain your deal expectations to company founders.
Tools for Fund Managers
This modeling tool is a resource for our ongoing series on venture fund formation and management. To learn more about managing a fund, download this free eBook today Venture Capital: A Practical Guide or purchase a hard copy desk reference at Amazon.com.
So bookmark these links and find out how our tools can help make your early stage investing more productive. We encourage you to share them with your colleagues and post them on your own sites as well. We plan on adding new tools to the Seraf toolbox over time, so check back frequently, or subscribe to The Seraf Compass to get them automatically delivered to your email inbox. You never know when your latest project for an early stage investment might benefit from one of our latest and greatest tools!
If you know of another great tool we should include in this toolbox, tweet us at @serafinvestor and let us know!