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NVCA FORMS: What Are They and Why Should I Use Them?

The Nation Venture Capital Association, an organization comprised of members representing both the interests of startups and venture capital firms (NVCA), first developed the suite of agreements commonly referred to …

Client Success Stories – Archer Roose

Tell Us About the Archer Roose Journey Marian Leitner has always loved stories and has always described herself, first and foremost, as a storyteller. Wine, to Marian, is just that – …

Client Success Stories – Nested Bean

The Nested Bean Journey Manasi Gangan started her journey in a corporate environment, on track to become a software developer and later a product manager. Despite her enjoyment in the field, …

Client Success Stories – Medical Record Associates

After leading the corporate development team through over 35 acquisitions at a private equity fund, Charlie Saponaro founded a search fund in 2010 to explore his next opportunity. Through this …

What is Phantom Stock?

Phantom stock, sometimes called simulated stock, shadow stock, or phantom shares is a form of employee compensation that provides access to the value of a company’s equity without issuing any …

Terms of Use and Privacy Policy

For many companies, especially those offering a SaaS platform, the Terms of Use (or Terms and Conditions of Service) and Privacy Policy serve as the primary agreements between the company …

SAFEs vs Convertible Notes

When founders are seeking their first financing following efforts to self-fund or “bootstrap,” they typically turn to the “friends and family” round, which ideally serves as a bridge to a …

Stock vs Asset Sale

You’ve got a potential buyer, and they suggest that you structure the deal as an asset sale.  Should you care? 

Shareholder Disputes: Causes and Solutions

Your company may have one, two, twelve, or a thousand shareholders. No matter the number, shareholders dictate the direction of the company by majority consensus. When things are going well, …

Drive Revenue Faster with Sales Leverage

One of the biggest challenges for entrepreneurs in early stage companies is how to get more traction, how to drive faster growth. In every case, precise target audiences need …

How do Convertible Notes Work?

Although the many challenges facing startup companies vary by industry and product or service, in my experience representing founders the one constant at the top the list is always the …