LOI investor interest

LOI Template (Investor Interest)

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

seed due diligence list

Due Diligence Checklist – Seed Round

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

Investor Update Template

Investor Update Template

For monthly business updates to your investors and key stakeholders

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


sales commission model

Commission Plan – Monthly Payout Model

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

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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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83(b) filing suggestions guidelines

83(b) Filing Guidelines

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

Letter of Intent (Beta / Pilot Test)

LOI Template (Beta / Pilot Test)

A template for substantiating a test customer and their purchase intent

Letter of Intent Template

LOI Template (Partnership)

A template for outlining a verbally-agreed business partnership

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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Podcast Interview

Podcast Interview

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

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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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The Sumo Advantage by Bernie Brenner

The Sumo Advantage

How to successfully team with industry heavyweights

Five Dysfunctions of a Team

Five Dysfunctions of a Team

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

Strengths Finder 2.0

Strengths Finder 2.0

Discover your core strengths and ways to successfully leverage them

Running Lean by Ash Maurya

Running Lean

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

The Lean Startup

The Lean Startup

Methods for adapting and adjusting before it’s too late

Zero to One - by Peter Thiel

Zero to One

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

The CEO Tightrope

The CEO Tightrope

How to master the balancing act of a successful CEO

startup cap table

Venture Deals

The definitive reference guide to venture investment mechanics and terms


Quarter-to-Date Progress Tracking Chart

Quarter-to-Date Progress Tracking Chart

A spreadsheet for monitoring weekly progress towards a quarterly financial goal

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