Best events for family offices to attend
Ryan Piela: If you invest in emerging managers, this is a good conference: (https://raise.events/). Also, currently raising a fund, if you’re open to chatting? Jonathan Abrams: The RAISE conf is a great event, and yet I’ve found that many of the registered LPs are not really actively investing in new funds, and all of them […]
Helping new analysts get started
David Teten: https://teten.com/onboarding-new-private-equity-venture-capital-analysts-and-associates/ Rohit Bhatia: Obvious advice but reading Venture Deals and taking Brad Feld’s free class that accompanies it was helpful. Clay Norris: Join Confluence.VC
Favorite online communities for deal flow
David Teten: https://teten.com/how-to-find-the-right-online-communities/ Discord Servers Facebook Google Groups LinkedIn Groups Meetup Slack – full list of Slack Communities Slack – 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 […]
Resources for learning cap tables
Sarah Holmes: highly recommend taking/sending associates to take Zach’s class (https://modelingforventure.capital/) Clay Norris: I took this course when I was starting out, and I thought it was a good primer.
Best places for founders to pitch
Konstantin Dubovitskiy: I’ve heard a ton of good feedback about Tech Coast Angels and the Band of Angels Ken Horenstein: What location? If its PNW – Seachange Fund, Oregon Angel Fund, Alliance of Angels are all good! Xavier Jefferson: Business Angel Minority Association Helene Servillon: The Counsel for female founders (https://www.thecouncil.co/) Clay Norris: Commonapp
Interview guide for ESG strategy projects
Taylor Schaude: 500 Startups have phenomenal resources about this. https://500.co/esg. Tracy makes these efforts and has a lot of experience in this space. Feel free to reach out to her via email (tracy.barba@500.co) and let her know that I shared her contact information with you.
Startup graduation rates
Liam Quinn: https://medium.com/@bharatanant/evaluating-the-risk-reward-relationship-across-funding-rounds-5c951f21236b#:~:text=Converting%[…]0it%20seems%20clear Kenn So: https://www.cbinsights.com/research/venture-capital-funnel-2/
Improving VC CRM
David Teten: One of our Venture Partners runs https://pestack.com/ , which provides consulting on vendor selection. I’m also informally advising https://lionpointgroup.com/ , a leading consultancy specializing in implementing tech solutions for alternative investments funds. Please advise if you’d like an intro to either. Will Bricker: Pipedrive + airtable + zapier is cheaper and better than […]