Financial Model Templates
Basic VC Method: www.vcmethod.com/basic
Venture Capital Method with Sensitivity Analysis www.vcmethod.com/with-sensitivity-analysis »
Venture Capital Method with Dilution www.vcmethod.com/with-dilution »
Venture Capital Method with Multiple Rounds www.vcmethod.com/with-multiple-rounds »
Venture Capital Method Investment Scenarios www.vcmethod.com/investment-scenarios »
Berkus Method https://docs.google.com/spreadsheets/d/1l4-VFMwcT-IwYwEUs9iittiARPlIBVVqa1HAGmB1l6o/edit#gid=744097724
Scorecard Method: https://docs.google.com/spreadsheets/d/1eSOcs_jqtotcIk_V22TA5o5H9NXrBilh259I4gHllfU/edit#gid=582948892
Midnight Venture Partners Return Analysis: https://docs.google.com/spreadsheets/d/1Ai5D3iQf5A4kRf_MVffQDTtQlQfCYtdE/edit?usp=sharing&ouid=100406874017478752483&rtpof=true&sd=true
How to Model Returning The Fund: https://www.youtube.com/watch?v=nKMnlnXUMzw
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
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 for Breaking into VC
How to Get a Job in VC: https://www.linkedin.com/posts/activity-6842132648815554560-f6Vi
Tips to Break into VC https://docs.google.com/presentation/d/1d9y6Gj9nc7qvm48mxH9xkV6MyCsc6OHEjugzenWICBk/edit#slide=id.g152cedbc3ab_10_0
Harlem Capital’s Educational Syllabus: https://harlem.capital/the-harlem-capital-syllabus-a-primer-on-venture-capital/
Harlem Capital’s Educational Syllabus: https://harlem.capital/the-harlem-capital-syllabus-a-primer-on-venture-capital/
Establishing a Valuation policy https://weaver.com/blog/establishing-valuation-policy
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
- VC 101:
- Venture Deals, Brad Feld
- The Business of Venture Capital
- VC Buzzwords:
- Essentials of VC
- Mastering the VC Game
- Venture Capitalists at Work
- Exit Right
Andrew Parker helped with the Liquidation Model at Union Square Ventures. here’s his site: https://andrewparker.net
Mental Models for Venture Theses
Not All Revenue Is Created Equal
Not All Gross Margins is the Same
VC and Startup Terms / Glossary
Ultimate Guide to Liquidation Preferences
Advisor/Investor Updates – Earnest Capital
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
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
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
VC Firms nominate top interview questions
Advice from 45 VCs on Getting a Job in VC
How to get a job in VC , by Brad Feld
How to Start a Fund
Fund Model: https://www.youtube.com/watch?v=4xW05-Fg4mQ
How to Build an ILPA Compliant VC firm: https://www.youtube.com/watch?v=JjV0AjjK2S0
Fund Manager Reporting: https://www.youtube.com/watch?v=XxFUbAV1m8w
How Emerging Managers Can Raise from LPs: https://www.youtube.com/watch?v=3SHZwJYNZUQ
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
post about how to calculate thinking through returning the fund! https://thefundcfo.substack.com/p/17-rtf-return-the-fund-math and here’s the model: https://docs.google.com/spreadsheets/d/13xAtiOhyGMwe5gdNqLfpODvYwL3r0_YVJ5DX-lkc3i8/edit?usp=sharing
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
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
Enjoy this collection of decks from VCs who raised: https://www.alexanderjarvis.com/venture-capital-pitch-decks-what-vcs-raised-with
How LPs conduct VC Diligence: https://www.thebusinessofvc.com/blog/how-limited-partners-conduct-fund-diligence
Aggregator list for POC, and LGBTQ+ emerging managers https://airtable.com/shrazPOuD0xHOBjup
Another Collection of helpful readings https://teten.com/blog/2017/05/16/fundraising-hacks-venture-capital-private-equity-funds
carta template: https://carta.com/blog/vc-pitch-deck-fundraising-template/#template
How to Be an LP
Fund evaluation metrics https://www.linkedin.com/posts/fazlurshah_startups-entrepreneurship-entrepreneurs-activity-6981847133859532800-Bq68?utm_source=share&utm_medium=member_ios
Emerging LP Playbook
https://cupofzhou.com/the-non-obvious-emerging-lp-playbook/