Venture Capital: A Practical Guide [eBook]
Download eBook for Venture Capital: A Practical Guide to Fund Formation and Management
Books, Videos, Tools & Course Slides
Seraf Compass Publications provides a breadth of resources for you to hone your investing skills. Whether you're new to angel investing or an experienced pro... access books, eBooks, videos, checklists, templates, course slides, glossaries and more to help you be a smarter investor.
eBooks
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Angel Investing by the Numbers
Download eBook for Angel Investing by the Numbers -
The Art and Science of Deal Leadership
Download eBook for Lead, Follow or Get Out of the Way: The Art and Science of Deal Leadership -
An Investor's Guide to Due Diligence
Download eBook for Stones Unturned: An Investor's Guide to Due Diligence in Early Stage Companies -
Understanding Early-Stage Deal Terms
Download eBook for Understanding Early-Stage Deal Terms -
Angel Exits: Maximizing Investment Returns
Download eBook for Angel Exits: Perspectives and Techniques for Maximizing Investment Returns -
Director's Guidebook
Download eBook for Director's Guidebook: How to be an Effective Board Director In Early Stage Companies -
Angel 201: 4 Critical Skills for Angels
Download eBook for Angel 201: The 4 Critical Skills Every Angel Investor Should Master -
Angel 101: A Primer for Angel Investors
Download eBook for Angel 101: A Primer for Angel Investors
Webinars
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VC Investing in Brazil
Read Article for VC Investing in BRICS Countries: Brazil -
Best Practices: Angel Group Management Webinar
Read Article for Keys to Effective Angel Group Management: Webinar -
VC Investing in BRICS Countries: India
Read Article for VC Investing in BRICS Countries: India
Course Slides
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Introduction to Angel Investing: Angel 101 [Student Edition]
Download Slides for Introduction to Angel Investing: Angel 101 [Student Edition] -
Introduction to Angel Investing: Angel 201 [Student Edition]
Download Slides for Introduction to Angel Investing: Angel 201 [Student Edition] -
Fundamentals of Due Diligence [Student Edition]
Download Slides for Evaluating Investment Opportunities: Fundamentals of Due Diligence [Student Edition] -
Essentials of Due Diligence [Student Edition]
Download Slides for Evaluating Investment Opportunities: Essentials of Due Diligence [Student Edition] -
Essentials of Termsheets [Student Edition]
Download Slides for Negotiating Investments: Essentials of Termsheets [Student Edition] -
Essentials of Valuations [Student Edition]
Download Slides for Negotiating Investments: Essentials of Valuations [Student Edition] -
Building Portfolio Success [Student Edition]
Download Slides for Angel Finance: Building Portfolio Success [Student Edition] -
Angel Finance: Startup Economics [Student Edition]
Download Slides for Angel Finance: Startup Economics [Student Edition] -
Introduction to Angel Investing: Angel 101 [Instructor Edition]
Download Slides for Introduction to Angel Investing: Angel 101 [Instructor Edition] -
Introduction to Angel Investing: Angel 201 [Instructor Edition]
Download Slides for Introduction to Angel Investing: Angel 201 [Instructor Edition] -
Fundamentals of Due Diligence [Instructor Edition]
Download Slides for Evaluating Investment Opportunities: Fundamentals of Due Diligence [Instructor Edition] -
Essentials of Due Diligence [Instructor Edition]
Download Slides for Evaluating Investment Opportunities: Essentials of Due Diligence [Instructor Edition] -
Essentials of Termsheets [Instructor Edition]
Download Slides for Negotiating Investments: Essentials of Termsheets [Instructor Edition] -
Essentials of Valuations [Instructor Edition]
Download Slides for Negotiating Investments: Essentials of Valuations [Instructor Edition] -
Building Portfolio Success [Instructor Edition]
Download Slides for Angel Finance: Building Portfolio Success [Instructor Edition] -
Angel Finance: Startup Economics [Instructor Edition]
Download Slides for Angel Finance: Startup Economics [Instructor Edition]
Toolbox
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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 -
Deal Terms Expectations Summary
Read Article for Seraf Toolbox: Model Deal Terms Expectations Summary Memo -
Venture Fund Economics Modeling Tool
Read Article for Seraf Toolbox: Venture Fund Economics Modeling Tool -
Modeling Tool for Early Stage Portfolios
Read Article for Seraf Toolbox: Modeling Tool for an Early Stage Investment Portfolio -
Capitalization Tables with Waterfall Analysis
Read Article for Seraf Toolbox: Capitalization Tables with Waterfall Analysis -
How to Conduct CEO Performance Reviews
Read Article for Seraf Toolbox: How to Conduct an Effective CEO Performance Review -
Exit Planning Guide
Read Article for Seraf Toolbox: Exit Planning for CEOs and the Board of Directors -
Evaluating Board Performance
Read Article for Seraf Toolbox: Evaluating Board Performance - A Guide for Early Stage Companies -
Model IRS 83(b) Election Form
Read Article for Seraf Toolbox: Dealing with Restricted Stock - Model IRS 83(b) Election Form -
Writing Good Board Minutes - Top 10 Traps
Read Article for Seraf Toolbox: Writing Good Board Minutes - Top Ten Don’ts and Traps -
Writing Good Board Minutes - Top 10 Tips
Read Article for Seraf Toolbox: Writing Good Board Minutes - Top 10 Do's and Tips -
Seraf Toolbox: Sample Board Meeting Minutes
Read Article for Seraf Toolbox: Sample Board Meeting Minutes for Early Stage Companies -
Introducing the Seraf Toolbox for Early Stage Investors
Read Article for Tools of the Trade: Introducing the Seraf Toolbox for Early Stage Investors -
Sample Board Meeting Dashboards
Read Article for Seraf Toolbox: Sample Board Meeting Dashboards for Early Stage Companies -
Guidelines for Successful Board Meetings
Read Article for Seraf Toolbox: Guidelines for Successful Board Meetings and Investor Reports with Early Stage Companies -
Key Data to Track Early Stage Investments
Read Article for Seraf Toolbox: What You Need and Where You Will Find Key Data to Track Your Early Stage Investments -
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 -
A Guide to Angel Investing Documents: Convertible Debt Deals
Read Article for A Guide to Angel Investing Documents: Convertible Debt Deals -
A Guide To Angel Investing Documents: Preferred Stock Deals
Read Article for A Guide To Angel Investing Documents: Preferred Stock Deals
Books
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The Entrepreneur's Journey
Purchase Book for The Entrepreneur's Journey -
Fundamentals of Angel Investing
Purchase Book for Fundamentals of Angel Investing -
Leaders Wanted: Making Startup Deals Happen
Purchase Book for Leaders Wanted: Making Startup Deals Happen -
Angel Investing by the Numbers
Purchase Book for Angel Investing by the Numbers -
Guide, Advise and Inspire: How Startup Boards Drive Growth and Exits
Purchase Book for Guide, Advise and Inspire: How Startup Boards Drive Growth and Exits -
Venture Capital: Fund Formation and Management
Purchase Book for Venture Capital: A Practical Guide to Fund Formation and Management -
Angel 101 & 201 [Student Edition]
Purchase Book for Introduction to Angel Investing: Angel 101 & 201 [Student Edition] -
Due Diligence [Student Edition]
Purchase Book for Evaluating Investment Opportunities: Due Diligence [Student Edition] -
Termsheets and Valuations [Student Edition]
Purchase Book for Negotiating Investments: Termsheets and Valuations [Student Edition] -
Portfolio Success & Startup Economics [Student Edition]
Purchase Book for Angel Finance: Portfolio Success & Startup Economics [Student Edition] -
Angel 101 & 201 [Instructor Edition]
Purchase Book for Introduction to Angel Investing: Angel 101 & 201 [Instructor Edition] -
Due Diligence [Instructor Edition]
Purchase Book for Evaluating Investment Opportunities: Due Diligence [Instructor Edition] -
Termsheets and Valuations [Instructor Edition]
Purchase Book for Negotiating Investments: Termsheets and Valuations [Instructor Edition] -
Portfolio Success & Startup Economics [Instructor Edition]
Purchase Book for Angel Finance: Portfolio Success & Startup Economics [Instructor Edition]
Interviews
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Journey From Startup Founder to Investor with Zain Jaffer
Read Article for From Startup Founder to Investor: Lessons in Patience, Diversification, and Growth -
Zain Jaffer: Family Office Investor Interview
Read Article for Zain Jaffer: Family Office Investor Interview -
Interview with Joe Powers
Read Article for Interview with Joe Powers, Maine Venture Fund -
How Do You Know a Great Entrepreneur When You See One?
Read Article for How Do You Know a Great Entrepreneur When You See One? -
Top 3 War Stories
Read Article for Top 3 Investor War Stories -
Woman Investor Series: Kelly Sievers
Read Article for Woman Investor Profile Series: Kelly Sievers -
Fund Investor Series: Matthew Johnson, Managing Partner, Johnson Venture
Read Article for Fund Investor Profile Series: Matthew Johnson, Managing Partner, Johnson Venture Partners -
Family Office Series: DOJUS Group
Read Article for Family Office Investor Profile Series: Donatas Dailide, Chairman and CEO, DOJUS Group -
Family Office Series: Value Investment Group
Read Article for Family Office Investor Profile Series: Rashaun Williams, Founder and Chairman, Value Investment Group -
Impact Investor Series: Juan Thurman
Read Article for Impact Investor Profile Series: Juan Thurman, Co-Founder and Managing General Partner, SWAN Impact Fund -
Impact Investor Series: Melissa Bradley
Read Article for Impact Investor Profile Series: Melissa Bradley, Founder and Managing Partner, 1863 Ventures -
Impact Investor Series: Marcia Hooper
Read Article for Impact Investor Profile Series: Marcia Hooper, Partner, Branch Venture Group, LLC -
Fund Investor Series: Ashim Egunjobi, Managing Partner, Octerra Capital
Read Article for Fund Investor Profile Series: Ashim Egunjobi, Managing Partner, Octerra Capital -
Woman Investor Series: Alicia Castillo Holley, Founder & CEO, Wealthing
Read Article for Woman Investor Profile Series: Alicia Castillo Holley, Founder & CEO, Wealthing VC -
Impact Investor Series: Eric Klose
Read Article for Impact Investor Profile Series: Eric Klose, Founder, Ground Squirrel Ventures -
Woman Investor Series: Elaine Bolle, Investment Chair, RTP Capital
Read Article for Woman Investor Profile Series: Elaine Bolle, Investment Chair, RTP Capital -
Fund Investor Series: Ashok Kamal, NuFund Venture Group
Read Article for Fund Investor Profile Series: Ashok Kamal, Executive Director & Co-Fund Manager, NuFund Venture Group -
Woman Investor Series: Njeri Muhia, General Partner, FrontEnd Ventures
Read Article for Woman Investor Profile Series: Njeri Muhia, General Partner, FrontEnd Ventures -
Impact Investor Series: Peter Adams
Read Article for Impact Investor Profile Series: Peter Adams, Managing Director, Rockies Venture Fund -
Fund Profiles [Series]
Read Article for Fund Investor Profiles [Series] -
Family Office Profiles [Series]
Read Article for Family Office Investor Profiles [Series] -
Impact Investor Profiles [Series]
Read Article for Impact Investor Profiles [Series] -
Woman Investor Profiles [Series]
Read Article for Woman Investor Profiles [Series] -
Investor Profile Series
Read Article for Different Perspectives: The Investor Profile Series -
Fund Investor Series: Nicolas Biet
Read Article for Fund Investor Profile Series: Nicolas Biet, Partner, The Faktory Fund -
Fund Investor Series: Daniel Ibri
Read Article for Fund Investor Profile Series: Daniel Ibri, Managing Partner, Mindset Ventures -
Family Office Series: Gideon Hixon Fund
Read Article for Family Office Investor Profile Series: Frank Foster, Managing General Partner, Gideon Hixon Fund -
Woman Investor Series: Marcia Dawood
Read Article for Woman Investor Profile Series: Marcia Dawood, Chair, Angel Capital Association -
Fund Investor Series: Brad Johnson
Read Article for Fund Investor Profile Series: Brad Johnson, General Partner, Third Craft Partners -
Woman Investor Series: Jenna Nicholas
Read Article for Woman Investor Profile Series: Jenna Anita Nicholas, Head, One Planet VC -
Fund Investor Series: James Hart
Read Article for Fund Investor Profile Series: James Hart, Executive Director, Appalachian Investors Alliance -
Woman Investor Series: Liz Leahy
Read Article for Woman Investor Profile Series: Liz Leahy, Founding Partner, Purple Sage Ventures -
Impact Investor Series: Alicia Robb
Read Article for Impact Investor Profile Series: Alicia Robb, CEO, Next Wave Impact -
Fund Investor Series: Steven Wamathai
Read Article for Fund Investor Profile Series: Steven Wamathai, FrontEnd Ventures -
Fund Investor Series: Stephen Nicolle
Read Article for Fund Investor Profile Series: Stephen Nicolle, Partner, Island Capital Partners -
Woman Investor Series: Gina Tedesco
Read Article for Woman Investor Profile Series: Gina Tedesco, Managing Member, Amala Ventures -
Family Office Series: Shehbaz Hussain
Read Article for Family Office Investor Profile Series: Shehbaz Hussain, Associate VP, Conconi Growth Partners -
Woman Investor Series: Yemi Keri
Read Article for Woman Investor Profile Series: Yemi Keri, Co-Founder, Rising Tide Africa -
Impact Investor Series: Naava Mashiah
Read Article for Impact Investor Profile Series: Naava Mashiah, CEO, ME LINKS -
Advice for Entrepreneurs from Investors
Watch Video for If You Could Give Entrepreneurs One Piece of Advice, What Would it Be? -
What's Your Core Investing Philosophy?
Watch Video for What's Your Core Investing Philosophy? -
What Entrepreneur Behavior Drives You Nuts?
Watch Video for What Entrepreneur Behavior Drives You Nuts? -
Is it the Jockey or the Horse?
Watch Video for Is it the Jockey or the Horse? -
How to Get a Meeting with an Angel
Watch Video for What Is the Best Way to Get a Meeting with an Angel? -
What Was Your Biggest Surprise as an Investor?
Watch Video for What Was Your Biggest Surprise as an Investor? -
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?
Resources
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Top 3 War Stories
Read Article for Top 3 Investor War Stories -
Most Popular Early Stage Investing Content of 2022
Read Article for Seraf’s Most Popular Early Stage Investing Content of 2022 -
Benefits of Deal Flow Management
Read Article for 4 Key Benefits of Active Deal Flow Management -
The Angel Next Door - Christopher Mirabile [Podcast]
Read Article for The Angel Next Door - Christopher Mirabile talks SEC, Crypto and More! [Podcast] -
Seraf Compass Milestones
Read Article for Seraf Compass Milestones -
Stories of startup successes and failures [Podcast]
Read Article for Fascinating stories of startup successes and failures [Podcast] -
Top Early Stage Investing Articles of 2019
Read Article for Top Early Stage Investing Articles of 2019 -
Top 21 Articles of 2018
Read Article for Top 21 Early Stage Investing Articles of 2018 -
Angel Investing Courses on Startup Economics
Read Article for How Angel Investing Works: Courses on Startup Economics -
Angel Investing Courses on Due Diligence
Read Article for Caveat Emptor: Angel Investing Courses on Due Diligence -
Angel Investing Courses on Termsheets and Valuations
Read Article for Angel Investing Mechanics: Courses on Termsheets and Valuations -
Angel Investing Courses - Angel 101 and Angel 201
Read Article for Fundamentals: Angel Investing Courses - Angel 101 and Angel 201 -
Angel Investing Courses - Beginner Through Advanced
Read Article for Announcing Angel Investing Courses - Beginner Through Advanced -
The Angel Investing Process
Read Article for Step Function: How the Angel Investing Process Works from First Meeting to Final Closing -
Tips and Hacks For Dealing with Angel Investing Paperwork
Read Article for Paper Chase - Tips and Hacks For Dealing with Angel Investing Paperwork and Communications -
What Exactly Is An Angel, and Where Do They Invest?
Read Article for What Exactly Is An Angel, and Where Do They Invest? -
New Fund Management Solution
Read Article for New Fund Management Solution: Say Goodbye to Spreadsheets! -
Top 21 Articles of 2017
Read Article for Top 21 Early Stage Investing Articles of 2017 -
Super Angel Investor & Startup Founder: A Conversation with Ham Lord [Podcast]
Read Article for Super Angel Investor & Startup Founder: A Conversation with Ham Lord [Podcast] -
Angel with a Plan: A Conversation with Christopher Mirabile [Podcast]
Read Article for Angel with a Plan: A Conversation with Christopher Mirabile [Podcast] -
Winning Collaboration: A Conversation with Ham Lord and Christopher Mirabile [Podcast]
Read Article for Winning Collaboration: A Conversation with Ham Lord and Christopher Mirabile [Podcast] -
Top 21 Early Stage Investing Articles of 2016
Read Article for Top 21 Early Stage Investing Articles of 2016 -
The Most Complete Resource Center for Early Stage Investors: Meet the New Seraf Compass
Read Article for The Most Complete Resource Center for Early Stage Investors: Meet the New Seraf Compass -
Top 10 Early Stage Investing Articles of 2015
Read Article for Top 10 Early Stage Investing Articles of 2015 -
Top 10 Angel Investing Articles of 2014
Read Article for Top 10 Angel Investing Articles of 2014 -
Read This First - An Entrepreneur’s Library
Read Article for Read This First - An Entrepreneur’s Library