The Seraf Compass

Charting a Course: Building a Winning VC Fund Strategy [Part I]

The Seraf Compass

As a newly minted manager of a venture fund, your initial response to the question “what are we busy about?” might be, “finding great companies, investing in them and waiting for big financial returns.” And, while your response would be directionally correct, it would be woefully incomplete.

Seraf Toolbox: Dealing with Restricted Stock - Model IRS 83(b) Election Form

The Seraf Compass

Many years ago I joined the board of a company after my angel group became the lead investor in the company’s seed financing round. As part of my compensation for being a board member, the company issued me restricted stock.

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Venture Capital - A Practical Guide to Fund Formation and Management

The Seraf Compass

Travel to almost any part of the world these days and you are likely to run into clusters of entrepreneurship.

Let’s Make a Deal: Negotiating Terms

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As a deal lead, once you conclude that there is enough of an opportunity to merit potential investment, and around the time you start drafting the final report, you can push through the temporary euphoria and begin negotiating the termsheet.

7 Ways to Supercharge Your ABM Strategy with Real-Time Intent

Streaming real-time intent is a homerun for marketing and sales’ account-based marketing (ABM) strategies—the ultimate competitive advantage. With the help of the fastest, most frictionless way to target strategic accounts with in-the-moment behavioral data, marketers can reach prospects at the very beginning of their buyer’s journey. Even before they’ve engaged with any sales or marketing channels. With real-time buyer insights, you can be first-in-line to provide solutions and lead better, hyper-personalized conversations, helping you prioritize sales outreach with companies that are ready to buy.

Identifying Blind Spots: How to Make a CEO Successful in the Role

The Seraf Compass

Being CEO is one of the loneliest jobs in the world. As CEO, you are ultimately held accountable for the success or failure of the company. Your employees and their families depend on you for their income. Customers depend on you to solve important problems for them.

Learning the Hard Way - Due Diligence Mistakes

The Seraf Compass

It is easy to talk about due diligence in the abstract, but it is much harder to practice what you preach.

Woman Investor Profile Series: Alicia Castillo Holley, Founder & CEO, Wealthing VC

The Seraf Compass

This profile is the eighth in a series of interviews highlighting the work of interesting female investors. Alicia Castillo Holley is an active angel investor in Silicon Valley and the Founder and CEO of The Wealthing VC Club, a boutique investment group of accredited investors that fills rounds led by VCs.

Good To Go: When You Have Enough to Move Forward

The Seraf Compass

There are a million reasons not to invest in any given startup. Even in the best case, there will be unanswered questions, missing pieces, missing team members, projected losses and uncertainty all around. The diligence process tends to document all of the warts in one place.

Getting On The Same Page - Verifying Goal Alignment

The Seraf Compass

Have you ever been disappointed by someone or by some product that you purchased? Nine times out of ten it’s due to not having the right expectations for one reason or another. Investments are no different from other purchases.

4 Data-Driven Steps To Drive Successful B2B Demand Generation

Entering a new demand gen position in a volatile market is nerve-wracking. All eyes are on you to make an impact — fast. That’s where your data comes in. In demand generation, data is essential for knowing who you should target and how. In this eBook, you’ll learn how to identify and target your ideal prospects — when they’re most receptive to hearing your message — using different types of data.

Angel 101: Read This First…A Primer for New Angel Investors

The Seraf Compass

Experience is what you get, when you don’t get what you want. When I made my first angel investment in 2000, I wish I knew then what I know today. As a newly minted angel, I assumed that angel investing would be easy to jump into and become successful at.

Seraf Launches Highly Anticipated Deal Flow Management Solution

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Seraf is thrilled to announce its new suite of Deal Flow tools for early stage funds, family offices and angel investment groups.

Angel Investing by the Numbers: Valuation, Capitalization and Startup Economics

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In the sport of Major League Baseball, the greatest hitters are those who get a hit just one out of every three times at bat and a home run 5 or 6 times out of 100 at bats.

Will Anyone Care? Building an Exit Strategy

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Early stage investors might not view it this way, but… until a company has some form of financial exit (e.g. acquisition or IPO), you are really more like a donor than an investor!

16 Go-to-Market Plays for Your Entire Sales Funnel

After gathering some of the best go-to-market plays from our own B2B sales and marketing pros, we've package them here for you. Try one of these 16 plays in your next salesflow or as inspiration for your next winning sales engagement strategy.

Impact Investor Profile Series: Peter Adams, Managing Director, Rockies Venture Fund

The Seraf Compass

This profile is the third in a series of interviews highlighting the work of interesting impact investors. Peter Adams is a Colorado-based author, investor, speaker, educator and community leader.

The Angel Next Door - Christopher Mirabile talks SEC, Crypto and More! [Podcast]

The Seraf Compass

Seraf co-founder Christopher Mirabile recently spoke with his good friend Marcia Dawood on her podcast, The Angel Next Door.

Impact Investor Profile Series: Marcia Hooper, Partner, Branch Venture Group, LLC

The Seraf Compass

This profile is the fifth in a series of interviews highlighting the work of interesting impact investors.

Trust But Verify: The Importance of Reference Checking

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There is an old proverb that was adopted by Ronald Reagan during the later part of the Cold War and which became a signature phrase of Reagan’s in the mid-1980s. When talking about the Cold War adversaries, Reagan always liked to say we should “Trust, but Verify.”

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The 5 Stages of Account-Based Marketing — and How to Win Them All

Successfully complete the five stages of ABM: define, identify, engage, convert, and connect. We’ll show you how to create a unified system with your sales team to help them land more qualified opportunities and connect with prospects like never before.

Seraf Toolbox: Exit Planning for CEOs and the Board of Directors

The Seraf Compass

As a director on an early stage company board, how do you deliver on your main responsibility as a board member - maximizing shareholder value? And, what do you do to make sure the CEO is doing her job in increasing the value of your investment in the company?

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Timing Is Everything: Angel Investing Success

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The Fine Print - Deal Terms and Payoff

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As the diligence process proceeds towards conclusion, thoughts naturally turn to the terms of the deal. Regardless of whether there is an existing term sheet to review, or a need to negotiate and establish a set of terms for the deal, thought needs to be given to the terms of the deal.

Woman Investor Profile Series: Liz Leahy, Founding Partner, Purple Sage Ventures

The Seraf Compass

This profile is the third in a series of interviews highlighting the work of interesting female investors.

The Ultimate Guide to Executive Recruiting

Sourcing the right executive candidates and filling key managerial roles in an organization can be difficult, even in the best of times. Download this eBook to level up your discovery process, talent sourcing, and strategies for reaching your best-fit candidates.

Fund Investor Profile Series: Ashim Egunjobi, Managing Partner, Octerra Capital

The Seraf Compass

This profile is the eighth in a series of interviews highlighting the work of interesting fund investors.

Every Team Needs A Coach: Managing the Deal Process

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Not everyone is cut out to lead a deal. In our experience, it takes a certain temperament and set of people skills to lead a bunch of peer volunteers. There are many successful investors who cringe at the phrase, “managing the process.” Managing is the last thing they see themselves doing.

How to Avoid the Closing Package from Hell

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The moment of truth has arrived: it is time to close the round. The deal lead and founders worked hard together to line up investors, negotiate terms, work through deal documents and disclosure schedules, and track down every last detail of cap tables.

Fund Investor Profile Series: Daniel Ibri, Managing Partner, Mindset Ventures

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This profile is the fifth in a series of interviews highlighting the work of interesting fund investors. Daniel Ibri is the Co-Founder and General Partner at Mindset Ventures, which invests in early-stage startups from Israel and USA.

12 Plays to Kickstart Your Recruitment Process

To stay ahead in this race, every recruiter needs a good playbook. In this eBook, we lay out 12 recruiting plays that can automate key steps in your recruitment process, helping you reduce both the cost and the time it takes to hire the best candidates.

Early Stage Investment Syndication: Key Issues

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A very common practice in the investment world is syndication. Syndication allows multiple investors -- whether they be individuals, angel groups, VC funds, etc. -- to join together and provide the funding resources needed by one company.

The Importance of Investing Human Capital

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When you combine great leadership with a strong board of directors, the likelihood of a successful outcome for a business increases by an order of magnitude. Legally, directors are required to provide governance and oversight.

Why Early Exits Are So Critical to an Angel Portfolio

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It all comes down to making money… Early exits are an important part of the financial reward needed to turn a very risky portfolio of angel investments into an asset that provides an excellent risk/reward profile for you, the investor.

Leaders Wanted - Assessing Leadership Teams

The Seraf Compass

Great ideas are a dime a dozen. For example, living in the Boston/Cambridge area, we are surrounded by some of the most innovative researchers in the world working at institutions like MIT and Harvard.

12 Tips for Selling to the C-Suite

The question for sales pros is this: Are you ready for the challenge, and opportunity, of selling to the C-suite? The following 12 tips can help ensure that you and your team are.

Stones Unturned: An Investor’s Guide to Due Diligence in Early Stage Companies

The Seraf Compass

Some investors will tell you after spending 60 minutes with an entrepreneur they know in their gut whether to make an investment. They rely on their instincts and sometimes their ability to “pattern match” with successful opportunities and entrepreneurs they worked with in their past.