Finding Great Companies

Sourcing

• Deal Flow Management Software

  Read Article for 9 Key Elements of Deal Flow Management Software

  

• Benefits of Deal Flow Management

  Read Article for 4 Key Benefits of Active Deal Flow Management

  

• Seraf Launches Deal Flow Management

  Read Article for Seraf Launches Highly Anticipated Deal Flow Management Solution

  

• Bits or Atoms: David vs. Goliath

  Read Article for Bits or Atoms: David vs. Goliath

  

• The Entrepreneur's Journey - Introduction

  Read Article for The Entrepreneur's Journey - Introduction

  

• The Angel Investing Process

  Read Article for Step Function: How the Angel Investing Process Works from First Meeting to Final Closing

  

• What Exactly Is An Angel, and Where Do They Invest?

  Read Article for What Exactly Is An Angel, and Where Do They Invest?

  

• Not My Cup of Tea - Some Business Types Are A Better Fit

  Read Article for Not My Cup of Tea - Some Business Types Are A Better Fit for Angels

  

• Oxygen, Aspirin or Jewelry: Which Makes a Better Investment?

  Read Article for Oxygen, Aspirin or Jewelry: Which Makes a Better Investment?

  

• 14 Questions & Answers on Crowdfunding

  Read Article for 14 Questions & Answers on Crowdfunding

  

• Angel Investors - Fishing in the Right Pond

  Read Article for Angel Investors - Are You Fishing in the Right Pond?

  

• Understanding Crowdfunding

  Read Article for Understanding Crowdfunding

  

• Jumping on the Angel Investing Bandwagon

  Read Article for Should I Jump On That Bandwagon? (Angel Investing)

  

• Why Angel Investors Seek Certain Types of Companies

  Read Article for Like Moths to Light: Why Angel Investors Seek Certain Types of Companies

  

Scouting

• Deal Flow Management Software

  Read Article for 9 Key Elements of Deal Flow Management Software

  

• Benefits of Deal Flow Management

  Read Article for 4 Key Benefits of Active Deal Flow Management

  

• Seraf Launches Deal Flow Management

  Read Article for Seraf Launches Highly Anticipated Deal Flow Management Solution

  

• Avoid These 5 Deep Dive Meeting Pitfalls

  Read Article for Deep Dive Mini Series: Avoid These 5 Deep Dive Meeting Pitfalls

  

• Coaching on How to Survive A Deep Dive Meeting

  Read Article for Deep Dive Mini Series: Coaching on How to Survive A Deep Dive Meeting

  

• Prepping an Entrepreneur for a Deep Dive Meeting with Investors

  Read Article for Deep Dive Mini Series: Prepping an Entrepreneur for a Deep Dive Meeting with Investors

  

• What Entrepreneur Behavior Drives You Nuts?

  Watch Video for What Entrepreneur Behavior Drives You Nuts?

  

• What Kinds of Investments Do You Steer Away From?

  Watch Video for What Kinds of Investment Situations Do You Steer Away From?

  

• Rule #1 in Angel Investing - It’s All About the Team

  Read Article for Rule #1 in Angel Investing - It’s All About the Team

  

• Is Entrepreneurship Really All About Big Risky Leaps of Faith?

  Read Article for Ready Fire Aim: Is Entrepreneurship Really All About Big Risky Leaps of Faith?

  

• What to Look For in an Entrepreneur

  Read Article for Not All Smart People Are Funny: What to Look For in an Entrepreneur

  

Deal Leadership

• Deal Flow Management Software

  Read Article for 9 Key Elements of Deal Flow Management Software

  

• Benefits of Deal Flow Management

  Read Article for 4 Key Benefits of Active Deal Flow Management

  

• Seraf Launches Deal Flow Management

  Read Article for Seraf Launches Highly Anticipated Deal Flow Management Solution

  

• Cutting Bait: When To Walk Away

  Read Article for Cutting Bait: When To Walk Away

  

• Let’s Make a Deal: Negotiating Terms

  Read Article for Let’s Make a Deal: Negotiating Terms

  

• Good To Go: When You Have Enough to Move Forward

  Read Article for Good To Go: When You Have Enough to Move Forward

  

• Producing a Tight Diligence Report

  Read Article for Short and To the Point: Producing a Tight Report

  

• The Importance of Reference Checking

  Read Article for Trust But Verify: The Importance of Reference Checking

  

• The Importance of Interim Checkpoints

  Read Article for Forks In The Road: The Importance of Interim Checkpoints

  

• Grist For The Mill: Gathering Data for Diligence

  Read Article for Grist For The Mill: Gathering Data for Diligence

  

• “Places, Please!” - Organizing A Deal Team

  Read Article for “Places, Please!” - Organizing A Deal Team

  

• The Team Approach to Processing Deals

  Read Article for Many Hands, Light Work: The Team Approach to Processing Deals

  

• One Step At a Time: Overview of Deal Stages

  Read Article for One Step At a Time: Overview of Deal Stages

  

• Short & Savvy: Hallmarks of A Good Deal Process

  Read Article for Short & Savvy: Hallmarks of A Good Deal Process

  

• Every Team Needs A Coach: Managing the Deal Process

  Read Article for Every Team Needs A Coach: Managing the Deal Process

  

• Leaders Wanted: The Importance of Deal Leadership

  Read Article for Leaders Wanted: The Importance of Deal Leadership

  

• The Art and Science of Deal Leadership

  Read Article for Lead, Follow Or Get Out Of the Way - The Art and Science of Deal Leadership

  

• Angel Syndication: Three Traps to Avoid

  Read Article for Angel Syndication for Deal Leads: Three Syndication Traps to Avoid

  

Due Diligence

• Deal Flow Management Software

  Read Article for 9 Key Elements of Deal Flow Management Software

  

• Benefits of Deal Flow Management

  Read Article for 4 Key Benefits of Active Deal Flow Management

  

• Seraf Launches Deal Flow Management

  Read Article for Seraf Launches Highly Anticipated Deal Flow Management Solution

  

• Impact Investing Due Diligence Report Template

  Read Article for Seraf Toolbox: Impact Investing Due Diligence Report Template

  

• Impact Investing Diligence Checklist

  Read Article for Seraf Toolbox: Impact Investing Due Diligence Checklist

  

• Are You Solving a Top Priority Problem?

  Read Article for Are You Solving a Top Priority Problem?

  

• Searching for Product-Market Fit

  Read Article for Searching for Product-Market Fit

  

• Angel Investing Courses on Due Diligence

  Read Article for Caveat Emptor: Angel Investing Courses on Due Diligence

  

• Deal Terms Expectations Summary

  Read Article for Seraf Toolbox: Model Deal Terms Expectations Summary Memo

  

• Due Diligence in Early Stage Companies [Series]

  Read Article for Stones Unturned: An Investor’s Guide to Due Diligence in Early Stage Companies [Series]

  

• Introducing the Seraf Toolbox for Early Stage Investors

  Read Article for Tools of the Trade: Introducing the Seraf Toolbox for Early Stage Investors

  

• Is it the Jockey or the Horse?

  Watch Video for Is it the Jockey or the Horse?

  

• Seraf Toolbox: Due Diligence Checklist

  Read Article for Seraf Toolbox: Due Diligence Checklist

  

• Template for Due Diligence Reports

  Read Article for Seraf Toolbox: Template for Due Diligence Reports

  

• Questionnaire for Checking Customer References

  Read Article for Seraf Toolbox: Questionnaire for Checking Customer References

  

• Questionnaire for Assessing Management Teams

  Read Article for Seraf Toolbox: Questionnaire for Reference Checking to Assess Management Teams

  

• Due Diligence Mistakes

  Read Article for Learning the Hard Way - Due Diligence Mistakes

  

• Verifying Goal Alignment

  Read Article for Getting On The Same Page - Verifying Goal Alignment

  

• Deal Terms and Payoff

  Read Article for The Fine Print - Deal Terms and Payoff

  

• Building an Exit Strategy

  Read Article for Will Anyone Care? Building an Exit Strategy

  

• Legal Issues For Startups

  Read Article for Penalty Box - Legal Issues For Startups

  

• Financials & Funding Strategy

  Read Article for Does It Compute? Financials & Funding Strategy

  

• How to Determine Market Size

  Read Article for Big Enough To Be Interesting - Market Size & Opportunity

  

• Evaluating Go-To-Market Strategies

  Read Article for What the Market Will Bear - Evaluating Go to Market Strategies

  

• Startup Uniqueness & Competition

  Read Article for Room To Run: Startup Uniqueness & Competition

  

• Verifying Customer Demand

  Read Article for If You Build it, Will They Come? Verifying Customer Demand

  

• Startup Technology & IP

  Read Article for Knife to a Gunfight - Startup Technology & IP

  

• Leaders Wanted - Assessing Leadership Teams

  Read Article for Leaders Wanted - Assessing Leadership Teams

  

• Due Diligence: 7 Key Risks

  Read Article for 7 Key Risks in Early Stage Due Diligence

  

• An Investor’s Guide to Due Diligence

  Read Article for Stones Unturned: An Investor’s Guide to Due Diligence in Early Stage Companies

  

• What Makes a Great Entrepreneur?

  Watch Video for How Do You Know a Great Entrepreneur When You See One?

  

• Angel 201: 4 Critical Skills Every Angel Investor Should Master

  Read Article for Angel 201: 4 Critical Skills Every Angel Investor Should Master

  

• Look Before You Leap - The Importance of Due Diligence

  Read Article for Look Before You Leap - The Importance of Due Diligence In Angel Investing

  

• How to Apply the 3 P's to Selecting Angel Investments

  Read Article for How to Apply the 3 P's to Selecting Angel Investments

  

• Size Matters…How Big is Your Market?

  Read Article for Size Matters…How Big is Your Market?

  

• The Stupidity of Expecting the Unlikely

  Read Article for The Stupidity of Expecting the Unlikely

  

• Key Patent Issues For Angel Investors

  Read Article for Can't Afford Not To; Key Patent Issues For Angel Investors

  

• Myths, Legends, Fairy Tales and The First-Mover Advantage

  Read Article for Myths, Legends, Fairy Tales and The First-Mover Advantage