Building an investment thesis
Twitter LinkedIn WhatsApp Email Join the community to ask and answer questions Clay Norris: This section of the resource library has a few good examples: https://confluencevc.super.site/confluencevc-premium-membership/investment-thesis-generation Read More
Securely sharing video content
Clay Norris: You should check out Loom. We’ve started using it for everything Amr Alshihabi: seems like they have a 4mb limit Clay Norris: Paid plans are worth the $10/month price tag Jonathan Abrams: https://www.getdebrief.com/ Ashish Aggarwal: Vimeo is one of the best options. Most of the individual creators use Vimeo for sharing high-quality videos […]
Portfolio management software options
Clay Norris: Shameless plug, but Visible is the best in the market Jack Abramowitz: Quaestor is good Halle Kaplan-Allen: +1 for visible Aditi Rajagopal: @Jack Abramowitz do they have an investor relations portal? Jack Abramowitz: Yes, they do as far as I understand
Insurance carrier recommendations for <$30mm funds
Clay Norris: Don’t really have a dog in the fight, but it looks Embroker might be one worth checking out. Looks like the ones with a budget to spend on ads are: Thimble Biberk Hartford Embroker Mike Preuss: I think Vouch is also insuring emerging managers and funds now. I have a contact of their […]
EA service provider recommendations
Clay Norris: I use Fiverr to bang out a bunch of manual tasks (can sometimes be a language barrier, so plan your projects accordingly). I also know that Vitalize just announced a database of 600+ people looking for contract gigs within VC
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 […]
Resources for emerging managers
David Teten: teten.com/vced and teten.com/vcs Sarah Holmes: https://www.beondeck.com/vc Clay Norris: Confluence.VC
Structuring deals to share carry
Jonathan Abrams: https://www.angellist.com/blog/introducing-deal-partners + https://help.venture.angel.co/hc/en-us/articles/360060110952-How-does-sharing-carry-with-deal-partners-work- Clay Norris: I’d say the same – splitting through AngelList has been very easy
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 […]
Carry contract for associates
Clay Norris: Are you looking for a template or an idea on how much associates / venture partners are making in carry? Olivia Goldstein: A template! David Teten: https://fi.co/insight/creating-standards-around-venture-partner-compensation-at-vc-firms (but incomplete)