Samuel P.’s Post

Win-Win: The Best Kind of Deal! Creating an exit plan isn't just about us—it's about fulfilling your needs while welcoming you into our growing family of PI firms. Let's make money together, with goals that align perfectly. Ready for a mutually beneficial journey?

How Many Shares do I Need in my Start-up? https://buff.ly/3XUMZfK 'Wondering about the number of shares needed for your start-up? Understanding the right amount of shares to allocate is crucial for equity distribution among stakeholders. Factors like the company's valuation, funding requirements, and future growth projections play a significant role in determining the share allocation. It's essential to strike a balance between incentivizing key team members and retaining control of the business. Seeking advice from financial advisors or consulting industry benchmarks can provide valuable insights into setting the optimal share structure for your start-up. #EquityAllocation #StartupShares'

The "2-cap-table problem" A red flag for me as an investor is 2 cap tables. For example: two companies by the same founder that are strongly linked in some way (e.g. IP license agreement). Or a for-profit entity having a utility token, thereby effectively creating 2 cap tables. In most cases, the CEO has full control over where the future value goes. As an investor, there is a high chance I sit on the wrong cap table. Many years ago I signed a term sheet for selling my company. Part of the deal was receiving a significant stake in the buyer's company. During the M&A process, I learned that the founder was creating a new strongly related company. I canceled the deal since I anticipated that all the value would go there. If there is a reason for separating companies, make it a daughter company. No problem with that. But never do 2 cap tables!

learn about how the potential investors see you individually then think about how they see your business or venture that you’re starting https://lnkd.in/gSu_DACZ

All of our operators have skin in the game for the funds they manage. It creates aligned incentives: For them, investors, and of course, us. → Operators are required to bring 5% of the fund, and they get massive leverage for buying businesses they wouldn’t have had otherwise. → Investors get a diverse fund of online businesses that gives optimal returns and minimizes risk. They’re happy to see that the operator is financially invested, too. → WebStreet gets to connect the two parties and provide our support and expertise from legal to deal structure to due diligence (and more). It’s what we consider a WIN-WIN-WIN. Want to win with us? Whether you're an operator or investor, I can help. Comment below or shoot me a DM.

There’s 1 crucial step for new investors that often gets neglected: → Building a strong foundation of knowledge. It might seem obvious that you need knowledge before you start. Yet, too often I see rookies that jump into the market with no clue. The result? They buy bad deals with way too much risk. OR They struggle to find a single deal in the first place. So I’m (as ever), here to make sure that you have the knowledge you need for success! In two weeks, I’m releasing something that until this stage, I’ve never given away… No hints yet! But lets just say you’ll walk away from this free resource with the tools to create not only a strong foundation of knowledge… But the expertise to help you to get into the backroom in 30 days or less. Sound like something you want to get your hands on? Make sure to follow me at Jonathan Twombly to be the first to hear on release!

~90% of successful early stage investors do 3 things well 1. source dealflow 2. assess founders and ideas 3. create value-add to the founders without these fundamentals, you risk throwing money into bottomless pit

If you have the following questions or want to learn more, make sure to register! 1.Structuring ESOPs for talent retention. 2. Safeguarding founder assets in VC/PE deals. 3.Effective exit negotiations. 4. Understanding founder incentive packages in exits. 5. Crafting co-founder agreements. 6. Differentiating stock types: common, preference, SAFE. 7. Key VC deal clauses: reverse vesting, removal terms. 8. Tax-optimized MSOP structuring. 9. PE, VC, M&A transaction cycles. 10. Negotiation strategies for deal types. 11. Deciphering terms: drag, tag, ROFO, ROFR, etc. 12. Exploring financial instruments for founders/investors. 13. Investor/founder decision insights. 14. Negotiating stakeholder positions. 15.Effective employment contract negotiations. 16. Importance of representations, warranties, indemnity. 17. ESOP role in employee incentives. 18. Understanding DD, Term sheet, SHA, SSA

Recently, I've seen many great middle-market deals from private equity firms... 📈 Behind every deal, there are a ton of effort from the entire team. And I want to highlight the work of private equity deal teams! PE deal teams spend their time on building long lists, analysing companies and eventually finding ideal targets based on the investment thesis. 🔎 Finding best target companies is precise work from the very beginning and it can be highly expensive to miss companies from the long list. ❕ ❔ PE DEAL TEAMS: I'd be interested to know what kind of deal sourcing solutions you are currently using. Are you on a deal team? Let's chat about your deal sourcing. Feel free to connect with me! PS. Inven is an intelligent company data platform that provides 23 million companies and all their relevant data at your fingertips!

Do you want to impress investors or prepare for exit? Here are 4 steps you can do when you are scaling your company to skyrocket your value to investors without filing more patent applications: 1) Uncover hidden value 2) Use your intangible assets in multiple ways 3) Identify and mitigate IP risks to growth 4) Craft your IP story More details inside ... --- o0o ---   🖐🏻 I am Raymond. Founders hire me to make their companies more investable.   Do you want to: ➡ avoid unnecessary pain? ➡ stand out from the others? ➡ look great to your investors? ➡ shave time off due diligence? ➡ eliminate risk and close the deal? ➡ get back to growing your business?   📞 If you would like to chat, just reach out.