NewEdge Wealth’s Post

If tech company founders are successful in their ventures, it’s inevitable that the sale deals will come knocking. But are they adequately prepared to make an exit? Read on as we will explore the several factors tech founders need to keep in mind when seeking to exit their ventures. Download a digital copy of the whitepaper here: https://lnkd.in/d2a82wrP Josh Gully | Ghislain Gouraige #NewEdgeWealth #Whitepaper #Tech

• In 2024, technology is a market driven by employers. • Carta is exiting the startup stock sale business. • Effective metrics for your next investor update. Before Growth is back in 2024! URL to this week’s edition of my newsletter in the comments 👇

Learn more 10 reasons why investing in US technology is a smart move for any forward-thinking investor. https://lnkd.in/gzPeaFAw #technology #usatechnology #investinusa #makemoney #business #marketing

Financial management is crucial for startups as it helps them to track their expenses, manage cash flow, and make informed decisions about investments and growth opportunities. Read more 👉 https://lttr.ai/AQgvB #Zillustrious #Strategy #Uncategorized #ManagingCashFlow #SettingRealisticTargets #SearchEngineOptimization #AutomateRepetitiveTasks #RetainsTopPerformers #BringsDiversePerspectives #DisruptTraditionalIndustries #zillustrious #strategy

As a solo-founder, I spend ~10% of my time every month on accounting-related tasks. I've consciously brought this down from as high as ~30% during the early days of Ascent. I'm surprised when I hear founders of many start-ups and early stage businesses having no clue about the basics of accounting and cashflows. I'm even more surprised when they also have almost no processes in place for this. Talk to any bootstrapped start-up founder or a traditional business owner and they will have a bull's eye view of cashflows, finances and accounts. For any business to be sustainable, the owner, founder or key decision makers need to essentially be masters at managing the flow of money in-to and out-of the business. Well-crafted tech systems help define processes to easily measure, monitor and manage money-flows for businesses. About Ascent: Ascent works with family-managed emerging enterprises to automate their business processes using technology and helps them efficiently scale operations! ascentcts.com

Securing funding for your SaaS or Tech startup is a rigorous and time-consuming process. To shed light on what it takes to expedite this journey, we reached out to experienced investors who have worked closely with SaaS/Tech founders. Here's the valuable advice they shared to help fast-track the funding process for your business: Strong Value Proposition: Clearly articulate your product's unique value. Product Validation: Prove market acceptance through user engagement. Go-to-Market Strategy: Define your strategy for acquiring and retaining customers. Scalability: Ensure your tech and processes can scale efficiently. Strong Unit Economics: Showcase sustainable customer acquisition and service costs. Product Roadmap: Show a clear vision for the future. Traction Metrics: Highlight key performance indicators. Competitive Analysis: Understand your competitive edge. Monetization Strategy: Explain your pricing model and revenue generation plan. Customer Success Focus: Emphasize support and feedback-driven improvements. Team and Leadership: Showcase your team's expertise and passion. Regulatory Compliance: Ensure legal and data protection compliance. Use of Funds: Transparently detail how you'll allocate funds. Legal and IP Protection: Protect your intellectual property. Exit Strategy: Discuss your long-term vision. Financial Projections: Provide grounded financial projections. Active Engagement: Connect with potential investors and network. Due Diligence Preparedness: Organize financials and legal documents. Patience and Persistence: Understand that the process may take time. Following these guidelines can enhance your appeal to VC/PE firms and expedite your funding journey

Securing funding for your SaaS or Tech startup is a rigorous and time-consuming process. To shed light on what it takes to expedite this journey, we reached out to experienced investors who have worked closely with SaaS/Tech founders. Here's the valuable advice they shared to help fast-track the funding process for your business: Strong Value Proposition: Clearly articulate your product's unique value. Product Validation: Prove market acceptance through user engagement. Go-to-Market Strategy: Define your strategy for acquiring and retaining customers. Scalability: Ensure your tech and processes can scale efficiently. Strong Unit Economics: Showcase sustainable customer acquisition and service costs. Product Roadmap: Show a clear vision for the future. Traction Metrics: Highlight key performance indicators. Competitive Analysis: Understand your competitive edge. Monetization Strategy: Explain your pricing model and revenue generation plan. Customer Success Focus: Emphasize support and feedback-driven improvements. Team and Leadership: Showcase your team's expertise and passion. Regulatory Compliance: Ensure legal and data protection compliance. Use of Funds: Transparently detail how you'll allocate funds. Legal and IP Protection: Protect your intellectual property. Exit Strategy: Discuss your long-term vision. Financial Projections: Provide grounded financial projections. Active Engagement: Connect with potential investors and network. Due Diligence Preparedness: Organize financials and legal documents. Patience and Persistence: Understand that the process may take time. Following these guidelines can enhance your appeal to VC/PE firms and expedite your funding journey

Effective financial planning helps startups allocate their resources efficiently and make strategic investments that contribute to their growth and profitability. Read more 👉 https://lttr.ai/AO8g8 #Zillustrious #Strategy #Uncategorized #ManagingCashFlow #SettingRealisticTargets #SearchEngineOptimization #AutomateRepetitiveTasks #RetainsTopPerformers #BringsDiversePerspectives #DisruptTraditionalIndustries #zillustrious #strategy

Investor = Customer 📌 I was asked yesterday how can you attract investors 🚨 Given the fact that startups are numerous now and in a comparable industry (Edutech-Tech- supply and demand, and so on). I only found one answer 🧮 Your customers are your best investors 🔎📍 Of course, you need investors in the start, but if you focus on gaining your customers' trust by underpromising and overdelivering, you will automatically have the best investor (a lifetime one) Any thoughts? #Investors #CustomerSuccess #Edutech #Tech #Customermanagement

Startups often try to do too many things at once - and wind up doing none of them well. I take the opposite approach to business. As someone who believes in doing something really well, getting it right, and going deep, the decision to expand our horizons at Trust & Will has been a carefully considered one. Over the past few years, we’ve grown our network of financial advisors considerably, and come to realize the value we stand to add for those clients by broadening our offering to include more advisor-specific products and support. This isn’t just about expanding for the sake of it - it’s about making a calculated decision to serve an actual need. When assessing this potential for growth, our team leaned heavily on recent senior hires of the past 6 months, all of whom have the experience and foresight necessary to validate our assumptions and set the pace for this development. Their support - along with our deep research and robust advisor relationships - has led to an exciting decision that our entire team is on board with. The way I see it, we’ve proven that we can execute our original value proposition of DTC estate planning services. We’ve done that really well - so now we can push the envelope in new territory, too.