Fika Ventures’ Post

Check this out if you're interested in how Management Teams in VC backed businesses evolve through different stages

I'm excited to see how funds will find a way to win new platform deals in a competitive market and quickly engage operationally to avoid lost time generating value. PitchBook's 2024 #pe Outlook webinar last week hit on some key points regarding deal activity: - Platform deals really struggled last year with add-ons floating overall deal count - Exit activity was abysmal - PE shops extending average asset hold period up to 6.4 years Pearl IO supports #diligence and transition insights learned into ongoing portfolio monitoring, analytics, and reporting. Act fast. Act decisively. https://lnkd.in/ec5FgTsq

If you're curious about the kinds of deals we work on, head over to CrowdTrust Deed to explore our completed offerings! You can gain insight into the types of real estate investments we specialize in and see first-hand how we help our clients achieve their goals. Check out the link to learn more about the deals we’ve completed and discover how you can get involved in future opportunities! https://lnkd.in/g-SQ68pE #RealEstateInvesting #CrowdTrustDeed #CompletedOfferings #InvestmentOpportunities #RealEstateDeals #PassiveIncome

💬 As we enter Q4, it’s easy to think we need to wait for a new year to set financial goals. But there’s no better time than the present! Getting a head start on 2025 means spending these last 3 months laying the groundwork for success. Why wait for January when you can start now? Let’s finish strong! 💪 #RomickWealthStrategies #FinancialGoals #Q4Momentum #StartStrong

We're hearing from many software companies preparing to raise money. The number one thing they ask for is help refining their pitch so they can confidently talk with investors. We hear you loud and clear, which is why we're holding a monthly Pitch Practice. Four founders practice their pitch with four investors. Our goal is to help you get it right in here, so you can get it done out there. It's not a competition. It's to help founders get better at telling their story in a way that's compelling for investors. If you're a founder of a software company in Phoenix, you can raise your hand to be selected for one of our Pitch Practices: https://lnkd.in/g8Hs-nP6 Let's make PHX a top software city 🌵 🦄

𝗛𝗼𝘄 𝘄𝗲 𝘁𝗿𝗮𝗰𝗸 𝗡𝗔𝗩 𝗶𝗻 𝗼𝘂𝗿 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗛𝗼𝗹𝗱𝗰𝗼 Around 85% of my personal 'net worth' is tied up in private companies via the Arbor Group. We own a combination of majority and minority interests in SMBs and technology companies. Because these investments are not publicly traded, there's no "live" share price to measure the value of our portfolio. This is unhelpful because as investors, we want to measure our performance. So we built a tool scratch our own itch. Since 2015 we've maintained a financial model in Googlesheets which tracks the entire value of our portfolio. This is how it works: 👉We have a tab in the model for each investment. 👉Every month we upload the financials from our accounts (Xero) into the model, which spits out a valuation based on our predetermined assumptions (valuation multiples etc.) 👉For minority investments, like shares in a Startup, we mark these to market whenever there's a revaluation event (the company raises a new round of funding etc.) We also carry cash on our group balance sheet, so that's added as well. The output is a calculated $ NAV of our entire holding. We track how this value has compounded over time. Read more about why investors measure NAV in my latest newsletter. You can also download a copy of our valuation tool in the article. Link to the article is in the comments.

Let's keep mixing in some content for investors alongside what founders love! 📈 Many of you might have checked out the report by **Forge**, the big player in secondary transactions for tech private companies. 💡 **Key takeaway: Funds are valuing their portfolios an average of 24% lower than the latest funding round, while secondary market deals are happening at a whopping 51% discount.** 😲 1/ So, what does this discount mean for funds? First off, Forge focuses on mutual funds, but odds are other fund types aren’t too far off. This reflects how much fair value they see in their private companies compared to the last funding round. Here’s the scoop: ▫️90th percentile: +10%; ▫️75th percentile: 0%; ▪️Median: -24%; ▫️25th percentile: -51%; ▫️10th percentile: -79%. 🔹Looks like some folks are hanging on with a slight gain, but overall, it’s mostly a red zone. Things are looking deeper in the negative! 📉

This does not work, so take this as an example of what not to do when cold pitching potential investors. Hi Jeff, We're a small software dev company seeking funds for a revolutionary new product that lets users analyze data using their own words. If you think this is something you'd be interested in, I'd love to chat further. Thanks, 1. No company name or link to a deal room. 2. No context included. Why do you think this is a deal that I'd be interested in? 3. No details on the raise/terms. 4. Leaving the call to action open ended. Give me something to chat further about instead of making me ask for it. 5. Stand out. Act as if that investor gets hundreds of pitches every week and that you'll be competing against others that are most likely better deals.

Really useful programme for all next gen entrepreneurs