PinnedMy Book is Here! The Venture Fund Blueprint!My Book Launches Today ~ The Venture Fund Blueprint! Very excited to announce that my new book, The Venture Fund Blueprint, is officially out today, December 13th! You can order it on Amazon here. Building on our work with hundreds of fund managers, we truly enjoyed the writing process. We…Books3 min readBooks3 min read
May 24Fundraising Unveiled: The Ultimate Guide To Securing CapitalAs fundraising is one of the most challenging aspects of running a fund, it is helpful to have a full plan with a starting point, ending point, and realistic expectations on timing along the way. …Venture Capital5 min readVenture Capital5 min read
May 3The Art of Creating an SPV (Special Purpose Vehicle): 7 Essential InsightsUnlocking the ability to assemble an investor syndicate for speed, efficiency, capital access, and streamlined management with the popularized use of SPVs (special purpose vehicles) has been game-changing in the venture industry. SPV has become a lexicalized acronym with most fund managers likely participating in them as common practice. We…Special Purpose Vehicles9 min readSpecial Purpose Vehicles9 min read
Apr 20Fund Manager Tax (Part 3): PTET, QSBS, and The 1045This is the third installment of our 3-part series on venture fund tax planning and strategies in collaboration with some of the knowledgeable tax minds over at Andersen. …Investing9 min readInvesting9 min read
Apr 5Fund Manager Tax (Part 2): Expenses, GPs in Different States, and Deferred 2023 FilingsThis is the second installment of our 3-part series on fund tax planning and compliance strategies — in collaboration with some of the knowledgeable tax minds over at Andersen. In this piece, we will cover lessons learned in fund tax return preparation, best practices for substantiating and tracking fund expenses…Investing11 min readInvesting11 min read
Mar 21Fund Manager Tax (Part 1): Structure, Partnerships, and K-1 vs W-2Many of the questions received from The Venture Fund Blueprint involve tax compliance and planning. Both are critical components of building and maintaining a successful fund. In this 3-part series on venture fund tax planning and strategies, we will share some commonly asked tax questions from emerging fund managers with…Investing10 min readInvesting10 min read
Mar 2Guidelines to Grow Your Circle (with Email Intro Examples)Venture capital is first and foremost a people business, which means relationships are the essential currency on which interactions operate. Relationships are critical for identifying investment opportunities, conducting due diligence, creating value for portfolio companies, fundraising from Limited Partners (LPs), and finding co-investors or sourcing customer relationships for investments. We…Investing7 min readInvesting7 min read
Feb 16Work Models for Your Firm: In-Person, Remote, HybridWork Models for Your Firm: In-Person, Remote, Hybrid We have recently had many conversations about work style and work location, both with fund managers and founders alike. Nimble funds are contemplating whether a physical office space is necessary or preferred. …Investing5 min readInvesting5 min read
Jan 31A List of Outsourced CFOs for Fund ManagersIn collaborating with hundreds of fund managers over the years, we have observed certain patterns of those interested in building a firm with lasting impact and value as well as great returns. When the fundraising close occurs, these emerging managers then expand their focus of efforts toward company building —…4 min read4 min read
Jan 25A Launch Checklist for Emerging Manager FundsTo Institutional Investors, the term “Emerging Manager” indicates a venture capital investor with less than ten years of investing experience, fewer than four funds, and under $1bb in assets under management (AUM). …Investing3 min readInvesting3 min read
