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Getting serious about Series B: 3 documents that will help founders control the narrative

TechCrunch

I have spent most of the last two years investing at Series B and helping portfolio companies prepare for this first “growth-y” round. This is one of the lessons I wish I understood when raising a Series B, so I hope you find this advice helpful when you navigate your larger raises.

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The Pros and Cons of Rando Rich People Investing in Your Startup

This is going to be BIG.

These are people that didn’t make their money through a tech startup or startup investing. Not only will it cost you multiples more than average in legal fees to get this deal done, but you might wind up with some gnarly documents with terms that prevent other investors from wanting to come in. I’m not talking about active angels.

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Why you should never have a data room — the most counter-intuitive fund-raising advice you’ll ever…

Both Sides of the Table

the most counter-intuitive fund-raising advice you’ll ever get I’m about to offer you some fund-raising advice that flies directly in the face of what most conventional wisdom will tell you. These collective sets of documents form the basis of what somebody looking at investing would call “financial due diligence.”

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Why an Entrepreneur Should Consider Outside Financial Advice

Entrepreneurs' Organization

Even so, should an entrepreneur manage his or her own finances and investments or hire a professional? Merrill Edge Vice President Whitney Trimble answers top-of-mind questions about whether or not to seek outside financial advice. The post Why an Entrepreneur Should Consider Outside Financial Advice appeared first on THE BLOG.

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Startup Investment 101: Investment Rounds Explained

Onevest

By Michael Whitehouse Investment rounds are an essential part of the startup investment journey. The terminology used to describe these investment rounds can seem daunting, but it needn't be. A big part of this is understanding the various rounds of investment out there so that they may be negotiated with ease and confidence.

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Your board should protect you!

Berkonomics

Even venture capitalists who sit on boards where they have significant investments often forget this point. They write in their investment documents that they will occupy a seat on the board for as long as they are invested in the company, thinking of this as a protection for their investment and tool for them to influence growth.

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Simon Says: Have “The Talk” with your parents

Entrepreneurs' Organization

You also need to know who are the executors, trustees, and beneficiaries of all your parents’ legal documents. Financial arrangements, including but not limited to: bank accounts, investment portfolio information, properties, LLCs or partnerships, safe deposits boxes. a broker/dealer (Member SIPC) and registered investment advisor.