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Seraf Toolbox: Portfolio Snapshot Checklist

The Seraf Compass

Related Topics Managing Your Portfolio Build Deal Flow Management Software Benefits of Deal Flow Management Seraf Launches Deal Flow Management Angel Investing Courses - Angel 101 and Angel 201 Angel Investing Courses - Beginner Through Advanced Angel 201: 4 Critical Skills Every Angel Investor Should Master Convertible Notes: Good or Evil?

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The VC Stack Makeover: What Today's Funds Need - Webinar

The Seraf Compass

Early-stage investing is a high-context, low-resources game. Some teams streamline investor onboarding using Passthrough or Allocations Post-Investment Ops : This is where Seraf becomes the quiet engine, tracking IRR, KPIs, and cash positions, organizing documents, managing deadlines, and generating stakeholder-ready updates.

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How to Communicate Impact Metrics to Investors

StartupNation

When presenting to investors who are more interested in finances, on the other hand, the conversation tends to center more around KPIs like revenue growth, cost per new customer, and other financial metrics. Making the data and story fit their specific interests helps ensure the information is useful and relevant.

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A Startup Financial Playbook: Budgeting, Funding and Risk Management

StartupNation

Building Business Credit: Your Roadmap to Financing Success Here are some ways to keep your budget in check while still giving your business room to grow. 8 Finance Tips to Manage Side Hustle Cash Flow Cash Flow Management If cash flow dries up, so does your startup. Startup Financ ing: From Traditional Loans to Innovative Solutions 4.

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The Constitution for Your New Fund: Strategy, Culture, Decision-Making, Budget, and Data

David Teten VC

Partner, Orrick, Herrington & Sutcliffe LLP; Chair, Orricks Private Investment Funds Group.) If you are launching your own investment management firm, we recommend designing a constitution: a set of documents covering the firms goals, legal obligations, and principles for handling disagreement. Hellman, Esq.,

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Warnings about investor limitations!  

Berkonomics

Sooner or later, you may need to seek venture capital and accommodate the needs of the venture community in negotiating the terms of an investment. What VC’s can and cannot do First, VCs in general cannot invest in ‘S’ corporations or limited liability companies (LLC’s). White background. Realistic images.”

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Mandolin Raises $40M to Revolutionize Specialty Drug Access with AI Agents

American Entrepreneurship

The financing round includes backing from top-tier investors like Greylock Partners , SignalFire, Maverick, SV Angel, Yahoo! The startup uses AI automation to streamline specialty therapy approvals for diseases like cancer and Alzheimer’s. co-founder Jerry Yang, and Guillermo Rauch, CEO of Vercel.