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 […]
Good resources for financial models and pitch decks
Miki Reynolds: forecastr.co is a Techstars alum that has taught several workshops on financial modeling. Their CEO has a wealth of templates and tools to share also. steven@forecastr.co if you want to reach out David Teten: Teten.com/pitch ; and https://teten.com/speaker/finance/
Worthwhile professional development programs
Miki Reynolds: I really enjoyed Coa’s Emotionally Fit Leadership for Female Leaders program. Scott Armanini: https://globalcorporateventuring.com/ Scott Armanini: https://www.gcvinstitute.com/
Portfolio construction templates
Clay Norris: I’ve been interested in this too but haven’t found exactly what I’m looking for. I’ve found the links below to be pretty helpful: https://tactyc.io/published/5259 https://tools.winton.com/thefuture/ https://www.portfoliovisualizer.com/monte-carlo-simulation
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 […]
Helping portfolio companies evaluate debt options
Brian Yoon: Hey Ben, Brian here previously used to work in debt restructuring now at Hum. You need to first create a robust business plan and understand ur liquidity. Starting there, you can see if a term loan or something like a revolving line of credit would work based on your unlevered free cash flows. […]
VC salary data in the UK
Clay Norris: Maybe not perfect, but I’d check out the comp survey we ran last year https://airtable.com/shrByET3TTeivARRH
Resources for emerging managers
David Teten: teten.com/vced and teten.com/vcs Sarah Holmes: https://www.beondeck.com/vc Clay Norris: Confluence.VC
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 […]