Portfolio onboarding advice
Erica Amatori: We do it pretty manually – presentation / formal meeting – think that is still the best way in order to really capture needs from the beginning. Plus, if you have a good internal platform where all resources are kept, that makes it easier Halle Kaplan-Allen: made some recommendations here! Erica Amatori: @Will […]
Adding family offices to your LP pipeline
David Teten: http://teten.com/vcraise Clay Norris: Unfortunately, these people move pretty slow, and it will take multiple months of meetings before any next steps are made. In terms of getting in the door, I’d suggest asking your existing LPs to broker intros for you.
Web designers / developer recommendations
Cassandra Carothers: https://startwithbldr.com/ team is awesome David Teten: I list some vendors at teten.com/pitch Roni Hirand: Mike Viney from Deckworks is v good!
Partnering with CVCs to support portfolio companies
Ginger Rothrock: Andrea – happy to comment (as a CVC and former founder that dealt w CVCs). Its HIGHLY CVC-specific. Some CVCs (like ours) are set up to be more like a pure VC in terms of structure and function, others are strategic only and need alignment with a business unit. I’d suggest this Techcrunch […]
Email tracking tools for better engagement metrics
Clay Norris: I’ve primarily heard people using MixMax but haven’t played around with it myself Vlad Cazacu: Been using Streak for about 3 years and it’s been very helpful
KPIs to evaluate junior VCs
Jack Abramowitz: I have this idea that tracking conversion in your funnel (from due dili to IC to TS negotiation to check written) is important because as you become a better investor you will be able to filter out companies at the top of the funnel and waste less time at the bottom of the […]
Resources for emerging managers
David Teten: teten.com/vced and teten.com/vcs Sarah Holmes: https://www.beondeck.com/vc Clay Norris: Confluence.VC
Pricing an early-stage enterprise product
Sibi Murugesan: We’d definitely say the latter (move faster, iterate with feedback from users). Pricing is a function of value so spending all of the time to get it “right” usually results in a waste of time when you could be shipping product (at least in our experiences) Parasvil Patel: Depends on the sales motion. […]
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 […]