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A Guide to Angel Investing Documents: Convertible Debt Deals

The Seraf Compass

Unlike a stock transaction, these convertible debt deals do not alter the capitalization of the company by adding new stockholders until the debt is converted into equity. This article is intended to provide a quick overview and explanation of the principal documents in a fundraising where the investors are purchasing convertible debt.

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Let’s Make a Deal: Negotiating Terms

The Seraf Compass

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.

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Seraf Toolbox: Model Deal Terms Expectations Summary Memo

The Seraf Compass

In the past, we frequently faced situations where we put a lot of work into diligence with a company and suddenly found out we were miles apart on deal term expectations and couldn't close the gap. It can also lead to bad feelings and an increasing sense of mistrust between investors and entrepreneurs.

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Deal Breakers for Investors

Paul G. Silva

Caya and his team at Slidebean kindly interviewed me about often-invisible deal-killer for startup raising money: the investment-culture differences between varying groups of investors. Did you know if you are using a SAFE note that 2/3rds of angels in New England angel groups will categorically decline you?

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100 Pipeline Plays: The Modern Sales Playbook

Close more deals with these winning plays! 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.

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Seraf Launches Highly Anticipated Deal Flow Management Solution

The Seraf Compass

Seraf is thrilled to announce its new suite of Deal Flow tools for early stage funds, family offices and angel investment groups. A natural product extension to Seraf’s renowned portfolio management solution, our new deal flow product enables teams to collaborate and efficiently usher deals from sourcing to exit all in one place.

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The Fine Print - Deal Terms and Payoff

The Seraf Compass

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.

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Best Practices for Accelerating the Sales Process

More often than not, sales leaders strive to accelerate their deal cycle, but it’s critical to also consider the opportunity cost. The bottom line is that, in B2B sales, speed is useless without control.

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How to Overcome the Pain Points of Your CRM

Less organization, more confusion, and fewer deals closed. However, as a company, sales stack, and database grow, it becomes difficult to uphold structure and governance to keep a CRM up-to-date. The result?

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PE Mastery: CAPTARGET's Playbook for Quality Lead Flow

CAPTARGET presents a masterclass in M&A deal sourcing. Explore best practices for optimal deal flow. Learn to cast a wide net, embracing seller self-identification. Consistency is the linchpin: keep the origination process steady for a reliable flow of opportunities. Diversify your tactics, employing various tools and vendors.

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Your Guide to Using Conversational Marketing to Drive Demand Generation

Whether it’s a business deal or a personal connection, they are a driving force to solidify a foundation of trust. Enter conversational marketing — the new paradigm to tackling your business deals and converting prospects in minutes. Conversations have always been at the heart of our most authentic relationships.

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How to Package and Price Embedded Analytics

Just by embedding analytics, application owners can charge 24% more for their product. How much value could you add? This framework explains how application enhancements can extend your product offerings. Brought to you by Logi Analytics.