The Seraf Compass

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.

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

The Seraf Compass

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.

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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.

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

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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.

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.

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.

Trust But Verify: The Importance of Reference Checking

The Seraf Compass

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

The Seraf Compass

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.

Potential Partners - Trust but Verify

The Seraf Compass

“There are only so many IPO candidates out there. I invest to make a return. If the entrepreneur or I can’t put our finger on obvious alternatives to an IPO, something is wrong,” said Ron Conway, one of San Francisco’s most prolific and successful early stage investors.

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

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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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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.

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.

Different Perspectives: The Investor Profile Series

The Seraf Compass

One of the best parts of working as a member of the Seraf team is interacting with and learning from its global customer base and community. Seraf’s users come from countries spread across 6 continents. They all have much in common in terms of their fascination and passion for early stage ventures.

Timing Is Everything: Angel Investing Success

The Seraf Compass

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.

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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.

Every Team Needs A Coach: Managing the Deal Process

The Seraf Compass

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.

Fund Investor Profile Series: Nicolas Biet, Partner, The Faktory Fund

The Seraf Compass

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

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.

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.

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.

The Importance of Investing Human Capital

The Seraf Compass

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.

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.

Fund Investor Profile Series: Steven Wamathai, FrontEnd Ventures

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This profile is the second in a series of interviews highlighting the work of interesting small funds.

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.

The Power of Conversation Intelligence

This eBook will answer all your questions and more on Conversation Intelligence (CI) by providing a complete overview and its need in Revenue organizations - delivering impact from your Sales Development Representatives all the way to the C-Suite.

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.

Seraf Toolbox: Impact Investing Due Diligence Checklist

The Seraf Compass

We have written quite a bit about the importance of a thorough, professional due diligence process. These best practices apply equally to both traditional early stage investing and impact-oriented investment opportunities.

7 Key Risks in Early Stage Due Diligence

The Seraf Compass

Risk is impossible to avoid in business - it is an inherent part, and necessary ingredient, in all successful undertakings. You shouldn’t be afraid of risk and allow it to turn you away from great investment opportunities. Instead, you should focus on understanding what critical risks are involved with an early stage company and the degree to which they have been mitigated with resources, smart planning and preparation

Knife to a Gunfight - Startup Technology & IP

The Seraf Compass

We all love toys, new ideas, shiny new baubles. Part of the fun of investing in early stage companies relates to the joy we get in trying out new products or imagining how the world will be a better place when a new medical device comes to market. But you have to look beyond the prototype, ignore the flashy product demo, and really dig into the technology before you write that check

100 Pipeline Plays: The Modern Sales Playbook

For the first time, we’re sharing the winning plays that took us from scrappy startup to a publicly traded company. Use our proven data-driven plays to grow your pipeline and crush your revenue targets.

Family Office Investor Profile Series: Shehbaz Hussain, Associate VP, Conconi Growth Partners

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This profile is the first in a series of interviews highlighting the work of interesting family offices. Shehbaz Hussain is an Associate Vice President at Conconi Growth Partners, a family investment office based in Vancouver, BC, Canada.

Fine Print: Understanding Key Deal Terms and How They Can Affect Your Returns

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It’s exciting news! The CEO of one of your investments tells you that a buyer expressed serious interest in acquiring her company for $30M.

Seraf Compass Milestones

The Seraf Compass

As we celebrate the seventh anniversary of The Seraf Compass, created to demystify and professionalize early stage investing, we wanted to acknowledge a number of related milestones achieved in 2021

Impact Investor Profile Series: Naava Mashiah, CEO, ME LINKS

The Seraf Compass

This profile is the first in a series of interviews highlighting the work of interesting impact investors. Naava Mashiah is a Geneva Switzerland based wealth manager and business development consultant focused on impact investments in the Middle East.

Your Guide to Using Conversational Marketing to Drive Demand Generation

What is conversational marketing really about? This guide will examine the market forces at play, shifting buyer trends, how to leverage conversation marketing, and the tactics involved in adopting it for a B2B demand generation strategy.

Lead, Follow Or Get Out Of the Way - The Art and Science of Deal Leadership

The Seraf Compass

Active deal leadership is one of the essential elements of success in early stage investing. As legendary investor Fred Wilson observed, every round needs a lead investor. Being a great deal lead takes experience, or the guidance of a great process.