PinnedMy Book is Here! The Venture Fund Blueprint!Excited to announce that my new book, The Venture Fund Blueprint, is officially out today, December 13th!Dec 13, 2022Dec 13, 2022
Cash Management: Connecting Investor Relations, Bookkeeping, and FilingsEffective cash management and maintaining a strong governance structure are essential for financial stability, regulatory compliance, and…Oct 3Oct 3
Think Like An Auditor: Techniques for Financial ReportingDiligent quarterly and annual reporting for your business is essential for audit preparedness, whether an audit is imminent or not…Aug 8Aug 8
Brand Differentiation: How to Capture Investor InterestBrand differentiation has become crucial for both attracting capital from investors and limited partners (LPs), plus winning deals with…Jun 7Jun 7
How to Onboard and Nurture New Portfolio CompaniesAs a fund manager, your portfolio’s success goes beyond the capital you invest. Setting expectations and outlining an onboarding process…Apr 3Apr 3
The 60 Second Pitch: A Quick Guide for SuccessA brief framework to pitch in under a minute.Dec 16, 2023Dec 16, 2023
How the SEC’s New Rules Impact Fund ManagersLast quarter, private fund managers experienced a significant change in the financial landscape, marked by the introduction of new rules…Dec 13, 2023Dec 13, 2023
Compliance for Fund ManagersIn this article we will share an overview of compliance best practices and discuss the impact of the new SEC ruling for emerging managers…Nov 29, 2023Nov 29, 2023
Understanding Operating Agreements — Legal Fund FormationThis segment will (A) highlight negotiated sections, (B) outline the key terms, (C) share sample Operating Agreement documentation…Nov 15, 2023Nov 15, 2023
LPAs (Limited Partnership Agreements) — Legal Fund FormationIn this part, we will 1) highlight which sections of the LPA are negotiated, 2) outline key terms, and 3) share sample LPA documentation…Nov 2, 2023Nov 2, 2023