We expected to warehouse a pre-seed deal that’s now raising a Series A, though they’ve since pivoted and are now off thesis. Balancing between being on thesis vs. showing early mark ups, on which side should we err?
Are the 2% over 20% fee structures any different in this model? How are fees and roles typically divided between the fund and the corporate partner?
How can I 1) change who on my team is asked to rate memo, 2) change or assign which questions for them to rate? Base tells me to go into Deal Memo-->Settings, this doesn't give me the ability to do that?
Where can I find a sample of venture share agreement for deal by deal? At this link (https://govclab.com/venture-share/) it says to ask for VC Lab for such a sample not readily available there. Thanks.
I have an angel investment that I have had for several years that is performing well. I would like to promote this as a warehoused deal to prospective LPs. What are the best practices to move this into the fund and can its book value be used towards a GP commit?
I have not be able to get the variables to change each time i send a batch email out to multiple LP prospects. Tried to save a template. All the fields are setup correctly. Sending individual emails the variable (First Name) populates correctly. There is even a notice right a way pop up stated: "Note: Variable personalization for this email will be applied using the first existing recipient's details." Any help? thank you, Vincent
I would like my colleagues to be alerted by email or text when there has been activity in our Decile Hub account. For example, say I met a founder. Once I add her contact information, meeting notes, and other relevant information in Decile Hub, I would like the option of circulate some or all of that information to my colleagues. Can that task currently be accomplished in Decile Hub?
Client Alerts Aug. 01, 2024 Delaware Governor Signs Into Law Amendments to Delaware’s General Corporation Law how does the new general corporations law in delaware affects Gps, Mancos or LPs?
Congratulations on upgrading your Hub account! You've unlocked many powerful features, and this post will instruct you on how to enable these things. Gmail 2-way sync The Gmail sync feature will retrieve the last 10 messages for all prospects in your Hub account who have the same email address in your Gmail account. It takes a few hours for the sync to complete the first time, and then your data will be synced twice per day afterward. To enable Gmail sync, click on your profile photo in the upper-right corner of Hub, then choose Integrations from the dropdown. You will see a button to connect your gmail account. You will need to log in with your Gmail credentials and approve the permission scopes. API Access From the left nav of your Hub account, expand Settings > API, then click on API Tokens. If a token does not already exist, create a new token. Hub Chrome extension The Hub Chrome extension uses AI to read the contents of any web page and insert a new prospect into one of your pipelines. To install and enable your Hub Chrome extension, follow these steps: Download the Hub Chrome Extension from the Chrome Web store When you first launch the extension it will ask you to paste in the API key from Hub (instructions to create an API key are above). You'll only need to do this once. After the first time, all you need to do is launch the Chrome Extension when you're on a page which contains a person's info you want to import into Hub. AI Generated Email You can use AI to help generate emails and email templates within your pipelines. You will see a new tab called "AI Assistant" to the right side of your email. Make sure the "Purpose" is completed and click the "Generate" button to have AI re-create the email for you. The AI uses all your notes and past emails to customize your message.
Revised thesis, pls provide feedback :) Thanks!
It is for a different fundraising from the one of my fund.
If I want to add our investments to a portfolio company it shows the message 'Investment not selected' plus an error "Funding round investors firm admin portfolio company investment can't be blank" [image.png] [image.png]
What are the challenges in hindsight. Legal, tax and accounting concerns have been addressed. My concern is how to make closing the fund successful.
I recently had a portfolio company go public. Would like recommendations on best places to hold the shares before distribution to LPs. Do Etrade/Fidelity/Shwab etc allow VC funds to open accounts?