Berkonomics

FEBRUARY 8, 2024

The investor organization is granted the seat if the investment remains, and the documents often name the first representative assigned by the investor group to the position. Why these restrictions? In later insights, we will explore the legal and ethical responsibilities of board members.

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TechEmpower

OCTOBER 9, 2023

Utilizing AI, the tool interprets the queries, scans through a broad range of documents spread across different repositories, and delivers relevant answers. Utilizing AI, the tool interprets the queries, scans through a broad range of documents spread across different repositories, and delivers relevant answers.

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Generative AI Artificial Inteligence Tool Knowledge Base 346

socalTECH

SEPTEMBER 18, 2014

The new investment gives RCS Capital a majority stake in Docupace. Docupace develops electronic document management software for managing the operations of broker-dealers. RCS Capital (RCAP) is a retail investment firm. Financial details of the deal were not disclosed. READ MORE>>.

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Berkonomics

DECEMBER 27, 2012

Investors sometimes join into investment rounds that have been pre-negotiated by others, receiving the paperwork already created by attorneys from that negotiation. Changing the deal that late in the game is nearly impossible, after other investors have already completed their documents and the deal supposedly put to bed.

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Berkonomics

APRIL 18, 2024

We have investigated the restrictions imposed by investment documents and the obvious need to keep continuity on the board with the retention of the CEO position at the very least. No board member should be grandfathered, guaranteed a board seat forever. Practically speaking, this is an impossible goal.

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socalTECH

FEBRUARY 25, 2016

West Hills-based Peloton Document Solutions , a company developing software which helps investment bankers, private equity investors, and companies to communicate financial information via interactive documents, has scored a strategic investment from R.R. Financial terms of the investment were not disclosed.

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Berkonomics

MARCH 28, 2024

Even venture capitalists who sit on boards where they have significant investments often forget this point. They write in their investment documents that they will occupy a seat on the board for as long as they are invested in the company, thinking of this as a protection for their investment and tool for them to influence growth.

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Berkonomics

MARCH 28, 2019

Sooner or later you may need to seek venture capital and accommodate the needs of the venture community in negotiating the terms of an investment. First, VC’s in general cannot invest in ‘S’ corporations or limited liability companies (LLC’s). What VC’s can and cannot do. How did you structure your first round? .

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Invest Venture Capital Pricing Class 120

Berkonomics

APRIL 11, 2024

[Email readers, continue here…] Some board members find themselves debating whether there should be an expansion from five to seven, from seven to nine or more to allow for such a mixture of protective seats created by the investment documents and balance with outside board members. What about multiple investor rounds?

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TechCrunch LA

FEBRUARY 13, 2020

Riot Ventures , the Los Angeles-based, early-stage and deep technology investment firm is going out to market to raise a $75 million second fund to finance the development of startups in LA and beyond, according to fundraising documents viewed by TechCrunch. Marcus has a long background in angel investing and company creation.

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socalTECH

MARCH 2, 2010

Irvine-based Kofax plc , a developer of document management software, said late Monday evening that it has hired Canaccord Adamas as a financial advisor and broker to the company. Tags: kofax document management software merger acquisition investment banker. Reason for the hiring of the firm was not given by the company.

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Berkonomics

MARCH 25, 2012

For those of us who’ve invested in early stage companies, especially technology startups, we have confronted a universal problem. There are many ways to project the value of a company for purposes of pricing an investment, but all rely upon the revenue and profit projections of the entrepreneur as a starting point.

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Berkonomics

AUGUST 5, 2021

Investment documents usually call for quarterly reporting by the company to the investors. Less than a quarter of companies receiving early-stage investment voluntarily fulfill this promise. Usually, one or more of the investors is placed on the board as a requirement of the investment documentation.

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Berkonomics

FEBRUARY 29, 2024

I was chairman of a company that had been offered an investment by a Fortune 500 company offering to make a strategic investment in our business, which would be capable of driving new demand to the large company through a series of new web services creating a greater need for the large company’s products.

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Startup Professionals Musings

SEPTEMBER 21, 2018

If you are one of the thousands of entrepreneurs who need equity funding to get your startup going (no loans to repay), you are probably overwhelmed at the prospect of finding, contacting and pitching to the huge number of qualified angels and investment groups around the country. Register Internet and social media startup names.

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socalTECH

NOVEMBER 20, 2013

CapLinked develops an online, cloud-based platform used to manage due diligence and deal documents, and which competes against deal room management software. caplinked venture capital investment dealroom virtual document collaboration saas software' READ MORE>>.

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socalTECH

DECEMBER 1, 2011

Irvine-based Kofax said late Wednesday that it has invested $500,000 in Mobiflex , a developer of software tools for creating iPhone and Android apps without coding. Kofax said the deal will allow its customers to use iPhone, iPad, Android phones, and Android tablets to input documents and photographs into its systems. READ MORE>>.

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Startup Professionals Musings

APRIL 11, 2021

Here are five of the most common examples: Failure to document a Founder agreement at the beginning. Even trade secrets need to be documented, and reasonable steps taken to keep them secret. Business plans and other documents should always be labeled as confidential. Founders ignore non-compete clauses from former employers.

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Patents Legalzoom Invest Startup 145

Startup Professionals Musings

OCTOBER 6, 2023

If there are conflicts within the team, or differing views of the strategy, or evidence of missing processes and tools, the investment process will likely be terminated. That might start with the CEO giving the investor pitch to the whole organization, and distributing the current business plan document to everyone.

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Technical Review Startup Satisfaction Invest 118

socalTECH

OCTOBER 1, 2014

One of Southern California''s most active angel investors, Howard Lindzon , said Wednesday that he is backing Estate Assist , which offers up an online storage service for important documents like wills, life insurance, and bank account information--in case you get hit by a bus tomorrow. READ MORE>>.

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Berkonomics

JUNE 15, 2017

To protect against such an event, almost every professional investor includes a clause in the investment documents which allow the investor to “put” the stock back to the company after five years, requiring the company to pay back the investment plus dividends accrued during the term of the investment.

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socalTECH

JUNE 20, 2019

Beverly Hills-based Kairos Ventures , a venture capital investment firm which focuses on commercialization of scientific advances, has raised $24.6M The fund is targeted at an overall capitalization of $100M, per those regulatory documents. in the first close of a new fund, Kairos Venture Opportunities I, L.P.

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Berkonomics

JULY 19, 2010

The investor organization is granted the seat as long as the investment remains, and the documents often name the first representative assigned by the investor group to the position. Almost always, professional investors, including angel groups and venture capitalists, also require at least one seat on the corporate board.

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Startup Professionals Musings

DECEMBER 22, 2017

In my activities as an angel investor, and my work with new ventures seeking investment, I find the “due diligence” stage to be fraught with the most risk. Usually this stage only really starts after an investor has expressed serious interest, or already informally agreed to invest. Set up an interview room, stocked with current docs.

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Invest Startup Doc Slides 59

socalTECH

OCTOBER 11, 2018

Broadcom said the memo--which it says has confirmed with Department of Defense officials is a forged document--had claimed that there is a need of review of Broadcom's acquisition of CA Technologies by the Committee on Foreign Investment in the United States (CFIUS). Department of Defense, circulating in Congress. READ MORE>>.

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Startup Professionals Musings

APRIL 18, 2021

This is the last step of the process, where surprises in the evaluation of the management team, documentation, and personnel problems can derail the investment. Some startups do nothing to prepare for the due diligence process, assuming the people and business plan documents will speak for themselves. Size of the market.

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Technical Review Satisfaction Startup Summary 152

socalTECH

OCTOBER 6, 2014

Bluebeam was a spun out of Alliance Spacesystems, and has received investments from both the Pasadena Angels and Tech Coast Angels. architecture document international nemetschek acquisition merger software bluebeam' READ MORE>>.

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socalTECH

OCTOBER 17, 2017

Beyond Meat, which has its headquarters in El Segundo, did not announce how much DiCaprio invested in the company. In recent years, DiCaprio has become a big environmental crusader, recently documenting the major issues--and some possible solutions--to climate change in the film Before The Flood.

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El Segundo Los Angeles Invest Product 113

Both Sides of the Table

SEPTEMBER 10, 2021

On the one hand, you’re over paying for every investment and valuations aren’t rational. What used to be an “A” round in 2011 is now routinely called a Seed round and this has been so engrained that founders would rather take less money than to have to put the words “A round” in their legal documents. of the fund.

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Venture Capital Writing Invest Pricing 471

Berkonomics

JANUARY 14, 2021

If you seek funds from an organized investment group such as an angel fund, venture capital entity, or even an investment club, the first thing you want to do is to find one person to buy into your vision, become excited by your enthusiasm and be willing to become the internal champion for your fund-raising effort.

Technical Review 156

Technical Review Tech Coast Angels Summary Email 156

socalTECH

JUNE 24, 2010

Los Angeles-based CapLinked , an online startup developing software to help link entrepreneurs with their investors, has raised $350,000 in an equity investment round, according to a regulatory filing by the firm today. Tags: caplinked paypal mafia venture capital investment startup entrepreneur. READ MORE>>.

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Venture Capital Entrepreneur Equity Invest 243

Berkonomics

APRIL 12, 2018

Small companies most often scrape by with borrowed or invested funds, doing everything possible to grow and prosper with limited resources. Recognize the realities of the times; and do all possible to protect the company by documenting behavioral or skill related problems to the employee file.

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Entrepreneur Class Resource Email 226

socalTECH

OCTOBER 27, 2020

According to the company, the funding was led by Lightspeed Venture Partners, and also included Cisco Investments, angel investors, and prior investors Neotribe Ventures, Firebolt Ventures and WestWave Capital. in a Series A funding. As part of the funding, Lightspeed's Arif Janmohamed joins the company's board.

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Artificial Inteligence Software Santa Barbara Seed Funding 113

socalTECH

MAY 15, 2013

Irvine-based Kofax , which develops document capture and process automation software, said today that it has been selected by mortgage loan processing company CashCall. kofax mortgage document processing mobile capture' Kofax said that CashCall is using its mobile app to streamline and automate mortgage loan processing. READ MORE>>.

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Mobile Invest Software Help 138

TechCrunch LA

APRIL 24, 2020

The company, which employed about 160 people, laid off 57 workers, according to documents filed with the California Employment Development Department. Founder and CEO Kevin Czinger didn’t provide specific numbers. However, he did confirm to TechCrunch that he had to reduce staff due to the COVID-19 pandemic.

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Startup Professionals Musings

MARCH 10, 2023

Entrepreneurs need to document a process of responding to a market need, sizing opportunity, assigning a specific business model, and planning for marketing, sales, and customer satisfaction. Typically some production and delivery is outsourced, requiring formal contracts and documentation. Solution development and delivery.

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Berkonomics

JULY 23, 2020

Especially when outside investors, venture capitalists, or angels, have put in substantial money and the sales price is less than the value of their investment. Dig into investment agreements for those expensive clauses. There are some questions a distressed sale brings to mind. Conflicts of interest with preferred investors.

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