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The AVC Cap Table Template

A VC: Musings of a VC in NYC

I woke up to this tweet this morning: @fredwilson someone has hijacked your cap table link in this post – it now goes out to some random company rather than your template [link] — John Henderson (@johnhenderson) April 21, 2020. Hopefully, nobody will hack it again.

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8 free meeting minutes templates and examples

The Zapier Blog

That's where a meeting minutes template comes in handy—to ensure you track the most actionable and helpful notes that boards and other teams need to get their work done. Check out these eight meeting minutes templates and examples for different types of meetings. " That's the kind of meeting this template is for.

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How to create a spreadsheet CRM in Google Sheets (+ free CRM template)

The Zapier Blog

But before you commit, there's a whole world of free CRM options out there, including Zapier's simple CRM template that can help you hit the ground running. But if you have a small operation and love the idea of tinkering under the hood, I've built a free spreadsheet CRM template to start you off.

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Seraf Toolbox: Impact Investing Due Diligence Report Template

The Seraf Compass

In those articles we talk a lot about the importance of having a good diligence report template to ensure the final report is useful to the reader. Here, for your reference, is our Impact Investing Due Diligence Report Template. We’ve published a fair amount about due diligence and being a deal lead.

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100 Pipeline Plays: The Modern Sales Playbook

Sell more with proven templates - Customize our winning email and script templates and add them to your workflows for more wins. Apply tested plays to your funnel - Use real-world scenarios, triggers, actions and expected results to improve your entire funnel.

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Seraf Toolbox: Follow-on Investment Scorecard

The Seraf Compass

That’s why we created the Follow-on Investment Scorecard—a structured, easy-to-use template that helps you bring clarity and consistency to your reinvestment decisions. Emotions, relationships, and momentum can cloud even the most experienced investor’s judgment.

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How to create a goal-crushing project plan (+ 14 templates)

The Zapier Blog

Connect your project management software to your other apps Make your job easier Even if the most meticulously laid plans are at the mercy of a capricious host with a skinny microphone, starting with a project plan template lays a foundation of order and direction in a world where the rules are made up and the points don't matter.