Bloom Equity Partners’ Post

An ineresting that article delves into SquareWell Partners' report on the stewardship practices of the world's foremost 65 investors, revealing insights into their strategic approaches—whether passive, active, or a hybrid model—and the pivotal role played by Stewardship Teams in shaping decisions alongside Portfolio/Fund Managers. To read the full article, log into your Governance account here: https://ow.ly/2PB750Qreyw. Not yet a Governance subscriber? Why not sign-up today, our content delivers essential, authoritative analysis and opinion on a global basis. #SupplyChainResilience #BusinessLeadership #GlobalDisruptions #HolidaySeason #RiskMitigation

With my prior experience with EOS, I vowed to never run a business without it. Today, I fulfilled that commitment. Jeff Jans guided George and myself through our first Focus Day. We crafted our accountability chart and set our 90-day rocks to propel our company ahead. Despite being just a team of two, I am convinced that establishing foundations from the start accelerates goal achievement. #EOS #BusinessGrowth #Accountability #GoalSetting #Selfstorage

From the CEO’s Desk: We take on a number of engagements that are not financially profitable to us in order to give young companies an opportunity to grow past their current limitations. Our gift to the world is to democratize expertise. Let’s flow! #ceo #growthcompany #ereflow

As companies set their sights on an #IPO, it is important to understand the significance and value of equity storytelling. Join me, Doug Chu and Andrew Nolan on our next episode of our “Path to Public” series on May 7 - we will dive into the key components of equity storytelling that can help elevate your position in the market. #IPOInsights #IPOPreparation #PublicListing #iporeadiness #pwcdeals

How do you build a "compounding competitive advantage" aka enterprise value? This is one of the most frequent topics of discussion among CRE managers since 2020. Building a enterprise is hard.. but it turns out that we can seek inspiration from other industries. David Haber, General Partner at Andreessen Horowitz, a lead VC firm shares his views on how he thinks about creating a compounding competitive advantage and provides a few examples of companies that have done this well..

More great insight, as Pip discusses how to escape the 'Founder Trap' with codification.

Dreaming of ringing the bell? 🛎️ Taking a company public through an IPO is a monumental step that's often seen as the pinnacle of entrepreneurial success. But beyond the ticker tape and champagne, lies a labyrinth of meticulous planning, stringent regulatory compliance, and strategic positioning that can make or break your journey to the stock exchange. Let's dive into one aspect often overshadowed by the financial allure: the cultural transformation. Transitioning from a private entity to a public one requires a shift in company culture. Transparency isn't just a buzzword; it becomes the bedrock of your operations. Every decision, financial statement, and strategic move is under the investor's microscope. This level of scrutiny isn't for the faint-hearted. Moreover, the leadership dynamic undergoes a profound evolution. Founders and CEOs often have to pivot from a high-speed, flexible mindset to a somewhat steadier, shareholder-focused approach. The agility that once defined your startup's early days might now be balanced with a meticulous consideration of public perception and regulatory requirements. And let's not forget about the employees who've been with you on this rollercoaster ride. Their roles, expectations, and even their day-to-day tasks may shift as you align with public market expectations. Preparing your team for this new chapter involves education, communication, and support. Embarking on an IPO is not just about financial engineering; it's about cultivating a resilient, transparent, and public market-ready culture. Ready to explore the uncharted waters of going public? Let's discuss the cultural shifts and leadership evolution your company needs to navigate this transformative journey. Let me know your thoughts below or share this post to spark the conversation in your network. #IPO #liquidity #MergersandAcquisitions #Plc

Tech Implementations - People, Process and Technology!   Thanks Christopher Argent, Dan Fletcher and Emmalene Maxwell for GENCFO Community webinar this week for “What VAR can learn from Finance Business Partnering: Turning Decision Making into a Winning Game Plan”. Great to hear the insights into successful tech implementations and transformations.   Key messages for me: ▶️ Prioritising right problems to solve with technology ▶️ Importance of involving entire team and senior leadership including executive sponsor from start ▶️ Crucial to address people and process issues alongside tech solutions ▶️ Tech implementations and transformations (and VAR) aren’t perfect! #implementation #transformation

Key to Post-Investment Success: Building a High-Functioning Board as Founder This is a topic that resonates with us and something NV3 encourages wholeheartedly. 📌Creating a strong board isn't just about structure; it’s about fostering a culture of trust, transparency, and accountability. 📌Operational improvements can amplify its effectiveness: Regularly refreshing your board during new funding rounds, ensuring diversity, and leveraging the board as a strategic asset. Engaging your investors beyond formal meetings to build a community that propels your company forward. 📌Good investors help founders navigate these factors and select the right board members. They support founders in creating a board that drives the company’s strategic direction and whose meetings end with a shared sense of “wow - I love being part of this team. Read the full article written by Tom McGinn, General Counsel of Northzone, a global VC firm: https://hubs.la/Q02M0D-w0? #StartupSuccess #VentureCapital #BoardManagement

☀️ It was a gorgeous weekend in Seattle! I spent the bulk of it immersed in brilliance at the Tech Innovation & Wealth Summit, hosted by The Come Up Series at UW Foster School of Business. Nothing beats being there, but here are some of my favorite takeaways for early-stage or first-time founders from the incredible panelists. TLDR 1. Determine whether you’re founding a lifestyle business or a venture-scale business. 2. Be the right founder for the market. 3. Demonstrate your long-term leadership potential. 4. Show that you can hire and manage a stellar team. 5. Be a cogent thinker. Support your decision-making with data and analyses. 6. Be time-conscious. 7. Don’t reinvent the wheel. Ask yourself if you need to build an app or employ a tool. 8. Get a mentor and a sponsor. Mark Monroe and Jolyn GC have built an amazing platform and community of growth-minded, money-savvy individuals. Can't wait to go again next year!