Blog
Discover our latest articles and blogs
Founders: Approach Family Offices With Research and a Fundraising Tool
A step by step playbook for founders to approach family offices: research mandate fit, secure warm introductions, and use a fundraising tool to run the...
Pitch to Angel Investors in 48 Hours With 10–12 Slides for Founders
Investor tested slide blueprint for founders: build a 10–12 deck, rehearse five times, and make a single number ask you can implement in 48 hours.
Five Stage Fundraising Pipeline Template for Founders and Fundraisers
Copy a five-stage spreadsheet template that tracks prospects from identify to stewardship. Includes scoring, one next-action per row, and when to upgrade...
Founders: Cold Email Investors in Under 150 Words by Leading With a Metric
A signals first playbook for founders: cold emails under 150 words that lead with one metric, cite a portfolio company, and ask for 20 minutes.
27 Month Rule: U.S. Founders Searching Canada Charitable Registration
Searching "Canada charitable registration"? For U.S. founders, this explains the 501(c)(3) path: state incorporation, EIN, choosing Form 1023 or 1023‑EZ,...
$100 Filing or Dual Fees? California vs Delaware for U.S. Founders
Investor-aware advice for U.S. founders: should you form in California or Delaware? Compare a $100 California filing, duplicate fees, and VC timing.
Model 2–4x Exits: Liquidation Preferences for Founders and Investors
See how liquidation preferences change founder payouts. Learn waterfall examples (1x, 2x, participation) and use cap table modeling to negotiate better...
Under $5M? Reg CF vs Reg D for U.S. Founders: Costs and Cap Table
U.S. founders: choose Reg CF or Reg D with an SEC-backed checklist comparing the $5M cap, investor rules, fees, timelines, and cap-table impact.
Board Consent Template: U.S. Copy Ready Sample and Filing Checklist
A copy ready U.S. board consent template with an annotated sample, enforceability checklist, and filing steps founders and corporate secretaries can use...