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Seraf Toolbox: Portfolio Snapshot Checklist

The Seraf Compass

Jump to navigation home Show Menu Features Deal Flow Portfolio Management LP Portal Solutions Family Offices Venture Capital Funds University Funds Impact Funds Corporate Venture Capital Angel Groups Individual Investors Services Onboarding Managed Data Services Pricing Individual Angels Angel Groups Funds and Family Offices Learn Blog Webinars × (..)

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

The Seraf Compass

LP Reporting : Quarterly snapshots pull directly from Seraf—auto-generating PDFs with performance data, updates, and notes, ready to send or sync with a Notion-built LP portal.

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A Startup Financial Playbook: Budgeting, Funding and Risk Management

StartupNation

Venture Capital (VC) If rapid scaling is one of your financial goals, venture capital might be the right choice. Stay organized during funding proposals When applying for funding, you’ll need to submit detailed documents, like business plans, financial projections, and contracts.

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

David Teten VC

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. At Coolwater Capital , the Y Combinator for VC funds, we assess this as part of our diligence process.

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Headwinds, Tailwinds, and Crosswinds Ahead for Rising Startup Ecosystems

Revolution

Ripple effects from the liquidity crunch: While we documented the founding of 1.4K+ new regional VC firms from 20112021, many of those firms (that are often the biggest backers of their local ecosystems) face a more daunting market for raising subsequent funds without materialized returns.

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Warnings about investor limitations!  

Berkonomics

Some businesses just can’t fit within the angel capital or friends and family model for raising funds. 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. White background. Realistic images.”

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This Week in Venture Capital – Episode 3

Both Sides of the Table

They also help you surface things like documents that you shared with other people without having to look through a bunch of old emails to find them. Tags: This Week in Venture Capital VC Industry. Enter Xobni. The build “implicit social networks.&# Do you know more about any of these deals? Want to debate them?