FUNDRAISING RESOURCES

Investor Update Template

For monthly business updates to your investors and advisors

Convertible Notes Quiz

Test your knowledge of convertible note mechanics

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Cap Table Simulator

Model your cap table through multiple rounds of funding

COMPENSATION-RELATED RESOURCES

MBO Template

For administering management by objectives (MBO) bonus plans

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Sales Commission Plan

A template for documenting and communicating your sales commission plan

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Sales Commission Plan Models

A template for two different types of variable compensation plans

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Stock Option Grant Guidelines

Suggestions for amount of equity to grant different levels of new employees

BOOK RECOMMENDATIONS

The Sumo Advantage

How to successfully team with industry heavyweights

Five Dysfunctions of a Team

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

Strengths Finder 2.0

Discover your core strengths and ways to successfully leverage them

Running Lean

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

The Lean Startup

Methods for adapting and adjusting before it’s too late

Zero to One

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

The CEO Tightrope

How to master the balancing act of a successful CEO

Venture Deals

The definitive reference guide to venture investment mechanics and terms

STRATEGY & PLANNING RESOURCES

Back-of-Napkin Company Assessment

Visually gauge your company’s progress towards validated learning

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Strategy Horizons Template

A template to facilitate strategic planning

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LEGAL RESOURCES

Letter of Intent (Beta / Pilot Test)

A template for substantiating a test customer and their purchase intent

Letter of Intent (Partnership)

A template for outlining a verbally-agreed business partnership

Open Source Usage Policy

A template that communicates policies for incorporating open source

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Legal Archive Hierarchy

Suggested organizational folder structure for a legal archive

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M&A-RELATED RESOURCES

Podcast Interview

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

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Contracts Ledger

Keep track of important contracts information

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Reps & Warranties Checklist

Get ready for common disclosures and attestations required with an acquisition

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Due Diligence Checklist

Get ready for acquisition due diligence using this sample checklist

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OTHER RESOURCES

Quarter-to-Date Progress Tracking Chart

A spreadsheet for monitoring weekly progress towards a quarterly financial goal

Video Interview on The Fire Show

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