Conducting due diligence on a startup

Kevin Monserrt: We have a standardized process, founders filling out forms and we are digitizing the whole process. David Teten: Have you found a good tool to record dialog with the company? E.g., I ask a question, they answer, I have a follow-up, etc. Ideally with time & date stamp on each Kevin Monserrt: We’ve […]

Thoughts on using Tracxn for sourcing

Clay Norris: Looked at it in the past and leveraged a free trial but ultimately opted out of using it because of the price. Thought it was generally helpful for market research and sourcing while I had access Jak Lewis: Had similar findings myself. Market mapping/ understanding activity within a space seems very easy in […]

Best software for tracking deals

Vlad Cazacu: I am actually very curious to hear people’s thoughts on this one. Used Affinity, Totem, Airtable and Google Sheets across 3 different teams and decided to build one myself since none of them satisfied all the requirements. David Teten: Maybe helpful: Designing a CRM and Marketing Tech Platform for a New Private Equity/Venture […]

Thoughts on reducing space between fundraises

Scott Armanini: what’s their explanation? Lem Lin: Agree with @Scott Armanini. I’d understand it if the convertible notes would convert as a B-2 (to explicitly reflect the discounted price they would convert at) and the new capital would be treated as B-1 (or vice-versa), and they’re collectively the Series B. If instead, it’s a valuation […]

Favorite online communities for deal flow

David Teten: Discord Servers Facebook Google Groups LinkedIn Groups Meetup Slack โ€“ full list of Slack Communities Slack โ€“ Slofile list of Slack groups Upstream

Best platforms for expert calls

Clay Norris: I’ve used AlphaSights before Mike Preuss: GLG Research is another Lem Lim: AlphaSights and GLG are the two I hear the most about; I would say that GLG isn’t appropriate if you don’t anticipate making a lot of calls. Rates typically vary between $1000-$1500 per hour, depending on the packages. David Teten: My […]