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 […]

Helping companies finding SOC 2 compliance help

Mike Leffer: Vanta and Secureframe are two venturebacked cos that help with this Clay Norris: How often are you asked to help with SOC 2 issues? Or do your startups usually have this figured out before you start working with them Mike Leffer: 50/50 we get asked

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 […]

Software to organize referrals

Taylor Schaude: We use PartnerStack which is a little clunky — it’s okay. If you’re trying to spin up something quickly and don’t need all the bells and whistles, I’d explore: https://growsurf.com/ Clay Norris: I’ve looked into GrowSurf too but thought it still seemed pretty manual. Might just have to realize that rewarding attribution typically […]

Handling SAFE notes during a bridge round

Clay Norris: Those should convert if the bridge is an equity round since that is a qualified financing event. It wonโ€™t convert if the bridge is another convertible round (seems like thereโ€™s some discretion on whether or not to mark those investments up, but we havenโ€™t at previous funds Iโ€™ve worked at unless itโ€™s a […]

Distributing public shares back to LPs

Halle Kaplan-Allen: try btig Omar Sebai: We had the bank handling the IPO transfer pro-rated shares to each LP directly. That way after the lock-up period they chose whether to sell or hold Martin Tobias: When I took my two companies public the bank underwriter did it for the vc

Improving VC CRM

David Teten: One of our Venture Partners runs https://pestack.com/ , which provides consulting on vendor selection. Iโ€™m also informally advising https://lionpointgroup.com/ , a leading consultancy specializing in implementing tech solutions for alternative investments funds. Please advise if youโ€™d like an intro to either. Will Bricker: Pipedrive + airtable + zapier is cheaper and better than […]