Archives: Resource

LOI investor interest

LOI Template (Investor Interest)

Demonstrate investor's qualified interest in making an investment in a funding round

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sales commission model

Commission Plan – Monthly Payout Model

Payout model based on straight-line or modified straight-line commission plans

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seed due diligence list

Due Diligence Checklist – Seed Round

Checklist of typical due diligence requests during an institutional-led seed round

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83(b) filing suggestions guidelines

83(b) Filing Guidelines

Guidelines for filing IRS Form 83(b), including requesting a file-stamped copy

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Letter of Intent (Beta / Pilot Test)

LOI Template (Beta / Pilot Test)

A template for substantiating a test customer and their purchase intent

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Podcast Interview

Podcast Interview

Learn how acquisitions go down and how founders can avoid screwing them up

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Quarter-to-Date Progress Tracking Chart

Quarter-to-Date Progress Tracking Chart

A spreadsheet for monitoring weekly progress towards a quarterly financial goal

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Video Interview on The Fire show

Video Interview on The Fire Show

Insights and tools to use during the earliest stages of startup idea development

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Resource - contracts ledger

Contracts Ledger Template

Keep track of important contracts information

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Reps & Warranties checklist

Reps & Warranties Checklist

Get ready for common disclosures and attestations required with an acquisition

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Due Diligence Checklist

Due Diligence Checklist

Get ready for acquisition due diligence using this sample checklist

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Letter of Intent Template

LOI Template (Partnership)

A template for outlining a verbally-agreed business partnership

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Open Source Usage Policy

Open Source Usage Policy Template

A template that communicates policies for incorporating open source

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legal archive

Legal Archive Hierarchy

Suggested organizational folder structure for a legal archive

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startup progress tracking

Back-of-Napkin Company Assessment

Visually gauge your company’s progress towards validated learning

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strategy template

Strategy Horizons Template

A template to facilitate strategic planning

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The Sumo Advantage by Bernie Brenner

The Sumo Advantage

How to successfully team with industry heavyweights

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Five Dysfunctions of a Team

Five Dysfunctions of a Team

A leadership fable that explains the most common struggles of working as a team

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Strengths Finder 2.0

Strengths Finder 2.0

Discover your core strengths and ways to successfully leverage them

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Running Lean by Ash Maurya

Running Lean

A process for quickly vetting product ideas and increasing odds of success

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The Lean Startup

The Lean Startup

Methods for adapting and adjusting before it’s too late

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Zero to One - by Peter Thiel

Zero to One

A new way of thinking about innovation and finding value in unexpected places

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The CEO Tightrope

The CEO Tightrope

How to master the balancing act of a successful CEO

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startup cap table

Venture Deals

The definitive reference guide to venture investment mechanics and terms

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MBO Template - Resource

MBO Template

For administering management by objectives (MBO) bonus plans

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Sales Commission Plan

Sales Commission Plan Template

A template for documenting and communicating your sales commission plan

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Sales Commission Plan Models

Commission Plan Models – High Level Planning

A template to help compare two different types of variable compensation plans

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startup compensation

Compensation Guidelines for the Early Days

Salary and equity grant suggestions for different levels of new employees

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Investor Update Template

Investor Update Template

For monthly business updates to your investors and key stakeholders

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Convertible Notes Quiz

Convertible Notes Quiz

Test your knowledge of convertible note mechanics

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Cap Table Simulator

Cap Table Simulator

Model your cap table through multiple rounds of funding

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