Presentation given at MIT on recent FinTech trends in Asia and LATAM.

Presentation given at UCLA on FinTech investment thesis.

A primer on common startup valuation methodologies, how to talk “valuation” to investors and how timing affects everything in this business. Key benchmarks included.

Mark Suster, General Partner at Upfront Ventures famously has described Board Meetings as “BORED meetings.” Find out how to move from dreading these meetings to deriving substantial strategic value from all participants.

Take the guesswork out of recruiting by structuring a scalable process for sourcing, interviewing, closing and onboarding the best talent.

What makes startup culture unique? Everyone can own a piece of the company they help build. But stock options are often opaque and hard to explain. This primer will spell out key components as well as present current benchmarks.

A Founders guide to implementing the OKR planning framework in your startup.

As your startup scales the question of how to organize quickly becomes important. Turn organizational design into a strategic advantage rather than a disruptive disaster by aligning your teams around necessary outcomes.

Fundraising Part 1 sketches out everything that leads up to securing a term sheet: the pre-work, pitch deck and business model due diligence. Pitch deck examples and benchmarks included.

Creating repeatable processes is the key to scaling. Decision making frameworks are the only way to empower employees when making that transition from 100 to thousands of employees.

The playing field has become a lot more competitive. Startups that don’t incorporate AI and data to help them innovate in everything they do will be at a disadvantage. Bring data, infrastructure, algorithms, people, and organizational design together to build your competitive moat.

Curated directly from Marty Cagan’s book ‘Inspired’, this primer will outline how to structure and staff a successful product organization — one that will help you continuously discover and deliver technology products that customers will love.

Culture is more than office perks and flex hours. It establishes a clear set of priorities which align employees to execute upon common goals. See frameworks and examples curated from top technology leaders.

Top-performing companies are more than just transactional businesses. They own every step of the customer lifecycle. Structure a customer success function that maximizes every point in your customer’s journey.

We hear a lot about the “opening game” (lean startup) and the “mid-game” (growth) but very little about the “end game” (exit). Acquisitions are one of the most popular ways to achieve liquidity but yet few companies have a strategy. Understand how to leverage opportunities as they arise.

Raising money is cause for celebration but investing that cash to create value is the key. Understand how you can leverage the cash conversion cycle and more to increase your valuation at every round.

Companies use capital to invest in all kinds of things for the purpose of creating value for a firm. If a company is growing rapidly (i.e. a startup), profits are usually negative and capital will have to come from debt or equity sources. At its core, capital is money. However it usually comes with a cost so finding the right balance between founder motivations and investor motivations is paramount.

Find out how debt is used to extend runway and retain ownership at key stages in a startup’s lifecycle. Benchmarks provided.

Venture Capital exists because someone with an idea or a new technology often has no other capital to turn to (it’s too risky). Through staged financing, equity investments are “de-risked” as multiple stories are allowed to play out. Learn how equity is allocated at each stage as well as how to build a cap table.