Presentations:  

Monday Sept 12, 2022:   Tips to Break Into VC

 

 

 

Financial Models

 

Massive List of Excel Downloads https://exinfm.com/free_spreadsheets.html

Great intro to Private Equity: https://www.youtube.com/watch?v=zMB8K8j-Pmk&t=518s

 

DECK: Private Equity Fundamentals https://docs.google.com/presentation/d/1JDn8IWmnNOS260CgqnDTlxBs3o-Eej7JBgmCSjHddhc/edit?usp=sharing

 

DCF MOdel: https://docs.google.com/spreadsheets/d/1yhlLgO5ltG_arVZIMELmdWt6lV6a8JOz/edit#gid=949620062

 

LBO DataSheet: https://drive.google.com/file/d/11Uwy_OC_VcTtfyL9wPfRcyhNAEf_F0f0/view?usp=sharing

 

Multifamily Analysis Tool:

 

https://drive.google.com/file/d/1kAsxJiUeU2KtghK5O8lou3ZW7DQQmptY/view?usp=sharing

 

PE/LBO MOdel (advanced): https://drive.google.com/file/d/1Hq3PhxY1CtwJZoWkDAwU12m6x08GiwEa/view?usp=sharing

 

https://www.sec.gov/edgar/searchedgar/companysearch.html << for public companies

 

Liquidation Analysis Model: https://avc.com/2011/10/liquidation-analysis-continued

 

How to Look at P&L

 

Financial Projections Template

 

What to look at in the statement of cashflows https://twitter.com/KurtisHanni/status/1555163908624752641?s=20&t=QXlWK4dx3aOu7RAWCwzfYQ 

LP Equalization tables https://www.linkedin.com/posts/joelpalathinkal_how-funds-can-look-at-lp-equalization-activity-6892329275731906560-xw2z/?utm_source=linkedin_share&utm_medium=member_desktop_web 

 Carry Valuation Model:  https://docs.google.com/spreadsheets/d/1cl9pnlju87caQ7XLmtt-0P4V17bywwMv/htmlview 

VC Exit Model:  https://twitter.com/nic_detommaso/status/1486374598908203015?s=20&t=myoHS1Ltupus5OuiCb3t2A 

 

Readings

 Establishing a Valuation policy https://weaver.com/blog/establishing-valuation-policy

Valuation Policies 

Early Stage Boards https://twitter.com/galeforceVC/status/1466799573666435076?s=20 

Investment memo creator tool https://mattmireles.com/dealmemo/

9 things that VCs look at https://www.linkedin.com/posts/joelpalathinkal_9-essential-tips-for-raising-venture-capital-activity-6960442150702497792-PHpZ?utm_source=share&utm_medium=member_desktop

Cold Outreach Dos and Dont’s https://outlander.vc/fieldguide/cold-outreach-dos-donts

Term Sheet Guide https://www.linkedin.com/feed/update/urn:li:activity:6909413789293498368/

Templates for founder updates https://twitter.com/rahul_j_mathur/status/1345602728643346434?s=21  

What is a Board of Directors Agreement ? https://www.contractscounsel.com/t/us/board-of-directors-agreement#toc-what-is-a-board-of-directors-agreement- 

Lessons from Making 80 Angel Investments: https://twitter.com/sievakozinsky/status/1563865582725996546?s=21  

Huge list of goodies: https://www.occasionallyuseful.com/vc-resources

 What are Earnouts??  https://www.sharevault.com/blog/m-and-a/are-earnouts-good-or-bad 

How to do market sizing with the TAM onion strategy: https://medium.com/swlh/the-tam-onion-de1ffc413e07

 The Dark Matter of Software Valuations https://whoisnnamdi.substack.com/p/dark-matter?s=r&utm_campaign=post&utm_medium=web&utm_source=direct 

Burn Productivity and How it Impacts Valuation: https://medium.com/eventuresvc-news/4-burn-productivity-a-consistently-better-signaler-of-saas-valuation-33e9d00e02f0

 Sequioa’s Biggest Investing Mistake:    

What I learned interviewing our LPs:  Harlem Capital https://www.linkedin.com/posts/suttoncapital_what-i-learned-interviewing-7-of-our-lps-activity-6953516851721109504-bZDY/?utm_source=linkedin_share&utm_medium=ios_app 

 

Memo Examples:  https://medium.com/lerer-hippeau-ventures/whats-happening-around-the-future-of-food-drivers-trends-and-opportunities-f423cc3addb 

 

https://medium.com/lerer-hippeau-ventures/whats-happening-around-the-future-of-work-drivers-trends-and-opportunities-435e570334ef 

 

 

Andrew Parker helped with the Liquidation Model at Union Square Ventures. here’s his site: https://andrewparker.net

 

SPACS by Bill Gurley

 

Investment Theses By Bessemer

 

Mental Models for Venture Theses

 

Not All Revenue Is Created Equal

 

Not All Gross Margins is the Same

 

VC and Startup Terms / Glossary

 

The Pegasus Startup

 

First Principles Thinking

 

Ultimate Guide to Liquidation Preferences

 

Tech Investing / Value Theory

 

Advisor/Investor Updates – Earnest Capital

 

VC in the 21st Century

 

Diversifying Dealflow

 

4 things for VCs

 

3 Things for B2B Cos

 

Best content from VCs

 

Dream Data Room

 

B2B Marketplaces Deep Dive

 

very exhaustive analysis on new / experienced and sector focused vs. generalist VCs: https://onlinelibrary.wiley.com/doi/full/10.1111/j.1755-053X.2009.01044.x

 How to prevent a hostile takeover 

Example of an investment strategy / thesis: https://fabricegrinda.com/fj-labs-investment-strategy

 Tips to Raise a Fund https://www.linkedin.com/posts/joelpalathinkal_share-data-communication-activity-6960751898823905280-PBSo?utm_source=share&utm_medium=member_desktop 

Undertanding a Startup’s Burn Multiple

How to Start a Fund 

 Fund Quarterly Letter Example

The Most important metric for Fund I https://twitter.com/jcorsello/status/1453367437240508419?s=20 

Break Into VC Guide:  https://elpha.com/resources/breaking-into-venture-capital

Investor portal templates https://www.softr.io/templates/investor-portal  

Tips to Close LPs https://www.linkedin.com/posts/alex-th-dam_investment-limitedpartners-twitter-activity-6948385282320670721-MPAB/?utm_source=linkedin_share&utm_medium=ios_app 

Common questions that LPs ask VCs https://twitter.com/ryliejennings/status/1545169590476451840?s=21  

 10 Learnings about starting a fund https://twitter.com/paigefinnn/status/1391109329286094853?s=20 

How to run an annual meeting https://www.linkedin.com/posts/hpierrejacques_what-do-vcs-share-during-their-annual-meetings-activity-6947954772939333632-vGRh/?utm_source=linkedin_share&utm_medium=ios_app 

 LPs who Allocate to Emerging Funds https://twitter.com/clangfordvc/status/1511325948007882754?s=20&t=l7ryk0Lfmv45Amw8O-V8SA 

 Considerations for the 1st fund and beyond https://twitter.com/hadley/status/1504832297157099521?s=21 

 

How Harlem Capital Raised $174 Million https://twitter.com/jarridvtingle/status/1491810797227499528?s=20&t=H6XpwlwHkPmNGTCSC37mIw 

Learnings from Tons of Funds:  https://www.linkedin.com/posts/joelpalathinkal_funding-venturecapital-lp-activity-6960941272542937088-DrhJ?utm_source=share&utm_medium=member_desktop 

 How to Standout to LPs https://www.linkedin.com/posts/joelpalathinkal_sapphire-partners-on-how-emerging-vc-funds-activity-6972822624892555265-J4_D?utm_source=share&utm_medium=member_desktop 

VC fund decks https://www.linkedin.com/posts/joelpalathinkal_vc-fund-decks-that-close-lps-activity-6964358802255056896-7I5s?utm_source=share&utm_medium=member_desktop 

How to vet LPs https://www.linkedin.com/posts/joelpalathinkal_when-talking-to-lps-make-sure-you-ask-the-activity-6961068678368899072-eEMq?utm_source=share&utm_medium=member_desktop 

Fund Portfolio Construction https://twitter.com/hpierrejacques/status/1488892919029407746?s=20&t=e-dMtjHOYZBysNJv9cZjGw 

 Emerging Fund Manager Benchmarks https://mobile.twitter.com/beezer232/status/1455578162713137153 

Institutional LPs who work with emerging managers https://twitter.com/mariogabriele/status/1466178617650696194?s=21 

Career Advice

Career Moves for the Right Reasons https://www.linkedin.com/posts/joelpalathinkal_i-left-my-investment-banking-job-at-goldman-activity-6972305242369445888-JkWp?utm_source=share&utm_medium=member_desktop

Pivoting into VC https://www.linkedin.com/posts/drsunnyz_how-to-grow-a-career-in-venture-capital-activity-6842229554522677248-jRIL?utm_source=share&utm_medium=member_desktop  

VC Career Prep Guide https://docs.google.com/document/d/1gDBRqa-r_tKs4cxLF_i8JI4MT6LJ_C7W30CWmU9hg3g/mobilebasic 

How Megan Loyst Got her job at Lerer: https://www.linkedin.com/posts/meaganloyst_one-week-under-my-belt-at-lerer-hippeau-activity-6710289159791157248-NhLb

 

Resume Template Example

 

VC Firms nominate top interview questions

 

Top 9 Interview Questions

 

Advice from 45 VCs on Getting a Job in VC

 

How to get a job in VC , by Brad Feld

 

Patterns of Getting Into VC