What Investors Expect: 409A + Stock Treatment

What Investors Expect: 409A + Stock Treatment

This is the final installment of our What Investors Expect series; I hope that the content we’ve provided has helped you to better interact with your new investors, and has set you on the path to success. Firstly, what is a 409A valuation? A 409A valuation is an official report valuing the common stock of your company Why do I need a 409 valuation? You […]

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What Investors Expect: Quarterly Board Meetings

What Investors Expect: Quarterly Board Meetings

Before the Quarterly Board Meeting: What most entrepreneurs don’t know is that some of the most important steps you can take to ensure a successful board meeting come days before the meeting begins. For example, you should be sending out a board book 3+ days in advance. This will give your investors enough time to review the material you will be presenting at the board […]

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What Investors Expect: Be Audit Ready

What Investors Expect: Be Audit Ready

Audit-Ready financials are important for many reasons beyond ”being Audit-Ready”. Institutional investors require having your financials audit ready for a few reasons: Ultimately you are spending their money, and this means having checks and balances in place to ensure above-board spending and peace of mind. Many times investments are provided in tranches, instead of all at once.  Missed or inaccurate financials will put future tranches […]

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What Investors Expect: Investor Updates

What Investors Expect: Investor Updates

During your key early days with institutional investors, the best way to keep them engaged in your company is with monthly investor updates. Maintaining consistent updates is crucial for a strong relationship with your investors, and the good ones expect it. By treating them as though they are partners in the business rather than just capital contributors, you build trust as well as set expectations […]

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