Deal Flow Management Software
Read Article for 9 Key Elements of Deal Flow Management Software
Pitching
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Seraf Launches Deal Flow Management
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Get Your Slide Deck Done Early
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Pitching Angel Investors: Materials
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How to Get a Meeting with an Angel
Watch Video for What Is the Best Way to Get a Meeting with an Angel? -
How to Avoid The 9 Worst Pitching Thin Spots
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Avoid These 25 Mistakes When Pitching to Investors
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Tell Them To Go It Alone: Tag-Team Pitches are Terrible
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Can You Help Me With This? Advising On Pitch Decks
Read Article for Can You Help Me With This? Advising On Pitch Decks -
Angel 101: Read This First…A Primer for New Angel Investors
Read Article for Angel 101: Read This First…A Primer for New Angel Investors -
Scavenger Hunt: What To Look For In A Pitch Deck
Read Article for Scavenger Hunt: What To Look For In A Pitch Deck -
I’ll Be Brief: Why Angels Should Insist on a One-Pager
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Sifting For Success - Pitching Angels In Groups
Read Article for Sifting For Success - Pitching Angels In Groups -
12 Angel Investor Tips for First-Time Entrepreneurs
Read Article for 12 Angel Investor Tips for First-Time Entrepreneurs -
How the Best Entrepreneurs Communicate Vision
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Deal Leadership
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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 -
The Angel Investing Process
Read Article for Step Function: How the Angel Investing Process Works from First Meeting to Final Closing -
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
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Leaders Wanted: The Importance of Deal Leadership
Read Article for Leaders Wanted: The Importance of Deal Leadership -
The Art and Science of Deal Leadership
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Due Diligence
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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 -
Due Diligence in Early Stage Companies [Series]
Read Article for Stones Unturned: An Investor’s Guide to Due Diligence in Early Stage Companies [Series] -
7 Key Risks [Infographic]
Read Article for 7 Key Risks in Early Stage Investing [Infographic] -
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 -
Seraf Toolbox: Due Diligence Checklist
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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 Kinds of Investments Do You Steer Away From?
Watch Video for What Kinds of Investment Situations Do You Steer Away From? -
What Makes a Great Entrepreneur?
Watch Video for How Do You Know a Great Entrepreneur When You See One? -
An Angel Investing Overview of Key Founder Issues
Read Article for An Angel Investing Overview of Key Founder Issues
Negotiating Terms
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Seraf Launches Deal Flow Management
Read Article for Seraf Launches Highly Anticipated Deal Flow Management Solution -
Angel Investing Courses on Termsheets and Valuations
Read Article for Angel Investing Mechanics: Courses on Termsheets and Valuations -
Overview of Early Stage Deal Structures
Read Article for Overview of Early Stage Deal Structures -
Deal Terms Expectations Summary
Read Article for Seraf Toolbox: Model Deal Terms Expectations Summary Memo -
The Mix of a Winning Startup Portfolio
Read Article for Tent Poles and Toads: The Mix of a Winning Startup Portfolio -
Building a Startup Portfolio That Will Get You There
Read Article for Mule Team: Building a Startup Portfolio That Will Get You There -
Beating the Odds: Startup Pathways to Success
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The Seraf Method: Valuation Look-Up Table
Read Article for The Seraf Method to Valuing Startups: Valuation Look-Up Table -
Seraf Valuation Method: Current Deal and Environment
Read Article for The Seraf Method to Valuing Startups: Current Deal and Environment -
Seraf Valuation Method: Financing Requirements
Read Article for The Seraf Method to Valuing Startups: Financing Requirements -
Seraf Valuation Method: Exit Practicalities
Read Article for The Seraf Method to Valuing Startups: Exit Practicalities -
Methods For Valuing Startups [Part II]
Read Article for Approximations, Assumptions and Aspirations: Methods For Valuing Startups [Part II] -
Methods For Valuing Startups [Part I]
Read Article for Approximations, Assumptions and Aspirations: Methods For Valuing Startups [Part I] -
Understanding Early Stage Capitalization Tables [Part II]
Read Article for Who Owns What - Understanding Early Stage Capitalization Tables [Part II] -
Understanding Early Stage Capitalization Tables [Part I]
Read Article for Who Owns What - Understanding Early Stage Capitalization Tables [Part I] -
Angel Investing: Valuation, Capitalization and Startup Economics
Read Article for Angel Investing by the Numbers: Valuation, Capitalization and Startup Economics -
Introducing the Seraf Toolbox for Early Stage Investors
Read Article for Tools of the Trade: Introducing the Seraf Toolbox for Early Stage Investors -
Let’s Make a Deal: Negotiating Terms
Read Article for Let’s Make a Deal: Negotiating Terms -
The Closing Package from Hell
Read Article for How to Avoid the Closing Package from Hell -
Equity Deal Terms - Exits & Liquidity
Read Article for Angel Fundamentals: Understanding Equity Deal Terms - Exits & Liquidity -
Equity Deal Terms - Governance, Management and Control
Read Article for Angel Fundamentals: Understanding Equity Deal Terms - Governance, Management and Control -
Equity Deal Terms - Investor Rights/Protection
Read Article for Angel Fundamentals: Understanding Equity Deal Terms - Investor Rights/Protection -
Equity Deal Terms - Economics
Read Article for Angel Fundamentals: Understanding Equity Deal Terms - Economics -
Mapping Key Deal Terms to Key Investor Concerns
Read Article for Angel Fundamentals: Understanding Equity Deal Terms - Mapping Key Deal Terms to Key Investor Concerns -
Introduction to Understanding Equity Deal Terms
Read Article for Angel Fundamentals: Understanding Equity Deal Terms - Introduction -
Congratulations On Your VC Round!
Read Article for Congratulations On Your VC Round!
Syndication
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Angel Syndication: Three Traps to Avoid
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Angel Syndication: Strategies To Engage Investors
Read Article for Angel Syndication for Deal Leads: Strategies To Engage Other Investors Quickly -
Angel Syndication: Three Basic Concepts
Read Article for Angel Syndication For Deal Leads: Three Basic Concepts for Getting Started -
Early Stage Investment Syndication
Read Article for Early Stage Investment Syndication: Key Issues
Crowdfunding
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The Angel Next Door - Christopher Mirabile [Podcast]
Read Article for The Angel Next Door - Christopher Mirabile talks SEC, Crypto and More! [Podcast] -
2016 Crowdfunding Rules: Restrictions
Read Article for 2016 Crowdfunding Rules: Restrictions and Investor Implications -
New Crowdfunding Rules
Read Article for New Crowdfunding Rules: Less Than Meets the Eye -
14 Questions & Answers on Crowdfunding
Read Article for 14 Questions & Answers on Crowdfunding -
What Angels Need to Know about SEC Rule 506(c)
Read Article for What Angels Need to Know about SEC Rule 506(c) -
Understanding Crowdfunding
Read Article for Understanding Crowdfunding