The Seraf Compass

DECEMBER 17, 2020

The deal lead and founders worked hard together to line up investors, negotiate terms, work through deal documents and disclosure schedules, and track down every last detail of cap tables. The moment of truth has arrived: it is time to close the round.

investing 329

investing investment founder 329

Dream It

APRIL 23, 2019

From using voice analysis to identify behavioral health issues to streamlining physician documentation of patient interactions, startups have incorporated voice technology to improve the value and efficiency of care. Physicians spend hours each week documenting their patient interactions in the EHR.

hospitality 285

hospitality startup health enablement 285

Both Sides of the Table

APRIL 6, 2020

So to be clear, if a company owns 8% of your company but has negative blocking rights as outlined above in the NVCA guidelines, you are ineligible for the program unless you modify your legal governing documents. How do I amend my legal documents so that the Affiliate Rule doesn’t stop me from applying for a loan?

VC 279

VC peer-to-peer startup advice 279

Dream It

APRIL 7, 2020

On a case-by-case basis, investors are willing to remove blocking language from company documents, lower their ownership percentage so they’re not in a blocking position, and aggregate their ownership across funds to a single fund manager. Removing problematic covenants can be accomplished as an amendment to company documents.

startup 348

startup communities VC ventures 348

Entrepreneurs' Organization

AUGUST 25, 2021

You also need to know who are the executors, trustees, and beneficiaries of all your parents’ legal documents. Documents such as wills, trusts, automobile titles, property deeds, insurance policies, tax returns, Powers of Attorney, healthcare directives (eg, DNR) .

hospitality 286

hospitality advice education opportunity 286

The Seraf Compass

JULY 13, 2022

The diligence process tends to document all of the warts in one place. Even in the best case, there will be unanswered questions, missing pieces, missing team members, projected losses and uncertainty all around. You would think a compilation of those warts would be the death knell - the final nail in the coffin.

investing 246

investing investment startup 246

Entrepreneurs' Organization

JANUARY 10, 2024

Create a single document outlining your brand in vivid detail, then design training to educate all new hires, and implement performance metrics based on brand values. The Brand document is foundational to your decision-making process. When you make strategic decisions, is it easy to determine what is on-brand — and what is off-brand?

collaboration 218

collaboration entrepreneurs creativity education 218

Both Sides of the Table

MAY 21, 2017

Since I had built 2 document management companies I knew all the reasons why building a document management company would “never work.” Aaron was very impressive and had I not had so much “experience” in documents perhaps I would have backed him but my narrative fallacy got in the way. billion!

construction 182

construction venture capital consulting support 182

Dream It

MAY 14, 2020

Clinicians will be able to capture and seamlessly upload wound images and other documentation, including automated measurements, to the WoundExpert platform. "In The platform uses best-in-class machine learning and computer vision to optimize documentation workflows and improve the quality of electronic medical records (EMR) data.

health 221

health hospitality leadership enablement 221

Both Sides of the Table

OCTOBER 31, 2015

I am good at cranking out documents, memos, presentations, letters and spreadsheets. “I did that f **g documents yesterday! But here’s the thing – I do them with intense effort until they are mostly done. And then I struggle to go back and edit the minutiae of them. Can’t you just handle it from here?

creativity 384

creativity consulting entrepreneurship energy 384

Entrepreneurs' Organization

MAY 11, 2020

We decided to leverage the assets that we had at our disposal, take a break from trying to sell to people and create a document of all the things we really wanted the people around us to see. This document was written during the first week of the 21-day lockdown in South Africa. The result was the Finding North (Again) report.

strategy 216

strategy creativity entrepreneurs opportunity 216

Dream It

JULY 29, 2020

TrekIT’s unique, clinician-designed platform improves provider wellbeing, helps teams find critical data they need, when they need it, while also increasing revenue for the health system by optimizing documentation workflows.” Investors echo the market opportunity and Dr. Airan-Javia’s vision for the company.

health 221

health enablement finance financing 221

Entrepreneurs' Organization

APRIL 7, 2023

Document what is successful right now. There are many reasons your staff will want to help you document and improve the follow-up processes. Edit the documentation to include the new processes you have built. Modify the processes and edit documentation until it works as you’d like.

creativity 217

creativity consulting entrepreneurs board 217

Entrepreneurs' Organization

JANUARY 5, 2022

You can even turn customer support documents (product use instructions, FAQ pages) into video slideshows. This method also works if you find that people are downloading your text documents but then failing to convert. . It’s possible that the text document isn’t appealing enough or is too long for most readers.

media 237

media education strategy support 237

This is going to be BIG.

MAY 13, 2019

The company’s misogynist culture was well documented before Susan Fowler tipped the scales in 2017 and I don’t recall a single investor saying anything about it up to that point. Perhaps I’m being too cynical, but when the problems get this big, I think I’d rather hear “I could have done more” than “I tried”.

culture 317

culture incumbents enablement sustainability 317

Both Sides of the Table

MAY 19, 2018

These collective sets of documents form the basis of what somebody looking at investing would call “financial due diligence.” What happens is 18–20 firms access the data room and download all of your documents. Most entrepreneurs (and VCs raising from LPs) think this means progress. It doesn’t.

advice 336

advice VC entrepreneurs investment 336

Entrepreneurs' Organization

MAY 18, 2020

This document should identify potential sources of coronavirus infection (both inside and outside the workplace), assess workers’ risk factors, follow government recommendations and clearly lay out steps for limiting the risk of exposure.

health 361

health creativity support communities 361

A VC: Musings of a VC in NYC

OCTOBER 16, 2020

Earlier this week, I backed a photobook project on Kickstarter to document many of the artists who live there. It was Bell Labs for most of the first half of the twentieth century and became an artist community in 1970 about twenty years after Bell Labs left for New Jersey. That project was funded and is over now.

communities 226

communities innovation 226

Entrepreneurs' Organization

APRIL 14, 2021

We’re grateful to GSEA for providing this wonderful platform and letting us document it.”. Costantini: “As adults, it’s our job to encourage self-starters and creative thinking in education. What’s the biggest lesson you learned from making Own the Room ?

entrepreneurs 286

entrepreneurs pitching creativity culture 286

Both Sides of the Table

MAY 14, 2018

Here’s Why You Should Just Send the Deck I know you have your document sending tool to send your fund-raising deck to VCs and track who read your deck, which pages they read and how much time they spend on each page. I Know Everybody Told You to Send Your Fund-Raising Decks as a Link.

VC 239

VC pitching strategy investment 239

TechCrunch

APRIL 26, 2023

On the other hand, Appruve, which provides an API that verifies user identity, fraud detection and digital documentation, primarily focuses on new datasets that enable or complement traditional government data such as international passports and national IDs.

venture capital 145

venture capital enablement innovation ventures 145

A VC: Musings of a VC in NYC

AUGUST 8, 2022

If the bridge documents do not specify anything in this situation, the noteholders will only get their money back, plus interest, in a sale. The ideal discount is between 10% and 20% and so the time frame for the various discounts should be set with that in mind.

financing 265

financing finance leadership capital 265

Both Sides of the Table

SEPTEMBER 10, 2021

What used to be an “A” round in 2011 is now routinely called a Seed round and this has been so engrained that founders would rather take less money than to have to put the words “A round” in their legal documents. You have seed rounds but you now have “pre-seed rounds.”

ventures 471

ventures VC venture capital funders 471

Entrepreneurs' Organization

JULY 29, 2020

Take time to journal and document the source of your stress. Seek to identify any stressors that are causing negative emotions. Write it down. Once you know there is an issue, write down your thoughts. Rate your energy, stress and anxiety levels on a scale of 1 to 10. The very act of writing down your scores will force introspection.

energy 313

energy peer-to-peer leadership support 313

Paul G. Silva

SEPTEMBER 11, 2023

Make & Document Decisions: Meetings need to end with concrete decisions made and action items assigned. Inclusive: If you invited someone to a meeting, odds are it is because they have valuable perspectives. Make everyone feel safe to interact. Try to call on everyone there to be sure to get all key perspectives.

energy 264

energy development innovation 264

Entrepreneurs' Organization

JANUARY 19, 2022

I documented the ups and downs I experienced in my true-crime thriller, The Good Line.). The small unit of six officers produced unbelievable cases—something straight out of a movie. In 2014, I started working a cocaine trafficking case, which eventually led to the largest cocaine haul and most complex wiretap case in Nashville history. (I

entrepreneurs 281

entrepreneurs hospitality communities accelerator 281

Berkonomics

MARCH 6, 2025

Recognize the realities of the times; and do all possible to protect the company by documenting behavioral or skill related problems to the employee file. Encourage reviewers to be accurate, not just polite, in documenting areas of concern. Hold regular reviews for all your employees right to the top.

entrepreneurs 71

entrepreneurs advice board investment 71

Dream It

JULY 31, 2019

Don't get me wrong; the pitch deck is a crucial document (trust me, it's what we do). Your ability to raise funding depends on your traction, on the potential of your business and how much de-risking you've done. Many programs still put a lot of focus on demo day rehearsals, prep, and on getting the pitch deck just right.

startup 334

startup accelerator pitching venture capital 334

Both Sides of the Table

AUGUST 17, 2015

The one thing I learned as a consultant (I worked at Accenture for 9 years in my 20’s) and working with bankers doing M&A transactions is that no matter how hard we worked there was always a lawyer who got handed the documents at 2am and had to turn them around by 8am in the morning.

culture 372

culture consulting startup financing 372

Both Sides of the Table

JANUARY 2, 2014

It was written by Mark Halperin and John Heilemann and documents the 2012 election from the early GOP primary fights right through to the final outcome. And I can tell you from first-hand experience this is EXACTLY what goes on inside startups. It is written by two long-time insiders with first-hand accounts from the campaign trail.

startup 385

startup coworking advice leadership 385

Andreessen Horowitz

FEBRUARY 13, 2024

Together, these documents will help distill not only your vision for the current fundraise, but more broadly the long-term differentiation and trajectory of your company. While you have undoubtedly already shared these responses by email or live discussion, it’s helpful to see all the correspondence documents in one place.

financing 125

financing finance real estate construction 125

Paul G. Silva

MARCH 6, 2025

To understand me, please review my LinkedIn profile ([YOUR LINKEDIN URL]) and the attached documents [be sure to attach them :)]. At any time, if I think you are not playing the role of an advisory board member, I will say BOARD RULES! and you will comply by following these instructions.

board 130

board consulting creativity advice 130

A VC: Musings of a VC in NYC

MARCH 23, 2020

We are leveraging two technologies that have come of age in the last ten years; collaborative documents (google sheets) and videoconferencing (zoom). .” I have taught this material to many people, but never quite like this. And we are using project-based learning in a small group setting which has always been one of the (the most?)

collaboration 190

collaboration finance financing technology 190

Entrepreneurs' Organization

NOVEMBER 4, 2019

Are you using a locked file cabinet for confidential legal documents? You may come across documents that should be given to your colleagues or materials that belong to your office library or common office shelf. For example, are you hoping to toss all papers in favor of digital scans? R is for Re-examine Your Belongings.

health 197

health creativity opportunity entrepreneurs 197

Young Leaders of the Americas Initiative

MAY 9, 2022

After Nikita learned of the effect of pesticides on bees and became more aware of what goes into the food we consume, she began growing more of her own food at home and documented the journey on social media under Ah-Grow.

entrepreneurs 264

entrepreneurs sustainability communities media 264

Entrepreneurs' Organization

JULY 19, 2024

This roadmap, or strategic plan, doesn’t have to be an elaborate or intimidating document that ends up unused. Strategic Planning and Goal Setting Even in a lean startup, having a roadmap is essential to maneuver through the exciting challenges of building a new business.

startup 238

startup strategy collaboration communities 238

This is going to be BIG.

JUNE 16, 2014

Theoretically, someone could meet you, sign your document, and write you a check for deposit that day, but that''s not how it usually works. How long does it take from first meeting a VC to getting cash in the bank? That''s an interesting question.

VC 417

VC pitching networking venture capital 417