Category: Templates

Whether you’re managing a fund or just getting started with investor communications, sharing consistent updates with your limited partners (LPs) can feel intimidating. But well-crafted LP update templates make the process much easier and help foster trust. According to the ILPA, over 80% of LPs say timely and clear reporting is a significant factor in…

Bringing in investors can fuel your business’s growth, but it also means sharing ownership, making big decisions together, and handling money that isn’t just your own. In fact, according to a Harvard Business Review study, over 65% of startup failures stem from co-founder and investor disagreements. Having a clear investor agreement in place isn’t just…

Writing an investment memo isn’t just for venture capitalists or private equity professionals—it’s a tool that anyone working on a startup, managing a portfolio, or considering an investment can use. A well-structured memo helps you organize your thoughts, challenge assumptions, and communicate your reasoning clearly. In fact, many investors credit their success to the discipline…

Ever wonder where all your leads are really coming from? If you’re using HubSpot but still find yourself guessing which channels work best or which campaigns drive the most sign-ups, you’re definitely not alone. In fact, Salesforce reports that 27% of marketers struggle to accurately track lead sources. Without a clear and organized way to…

Whether you’re running a startup or an established company, hiring the right Customer Success Manager can make a huge difference for your business. In fact, a recent report from HubSpot found that 93% of customers are likely to make repeat purchases with companies that offer excellent customer service. Yet, as more businesses invest in customer…

Launching a startup is mostly about moving fast, making decisions quickly, and keeping track of a thousand things at once. But here’s the thing: most early stage founders wear a lot of hats, and building complicated financial models or tracking sales in a tangle of email chains can waste hours you don’t have. According to…

Crafting a pitch deck is more an art than a science, especially when you know that just 1% of startups get funded by VCs like Sequoia Capital. Yet, Sequoia’s pitch deck template has become the unofficial guide for founders hoping to make a strong first impression. Its clear, simple structure has helped successful companies like…

Have you ever noticed how weeks seem to fly by, leaving you wondering what you actually accomplished? Many of us jump from one task to another without stopping to look back. Yet research shows that taking just a few minutes at the end of each week to reflect can make a real difference: a study…

Creating a pitch deck can feel overwhelming, especially when you know how much is riding on getting it right. In fact, studies have shown that investors spend an average of just 3 minutes and 44 seconds reviewing a pitch deck before deciding whether to move forward.1 First impressions really do matter. Whether you’re getting ready…

Running an online store often means juggling endless spreadsheets, trying to keep tabs on sales, inventory, and shop performance. If you’ve ever lost track of what’s selling, wondered where your stock went, or struggled to make sense of your sales data, you’re not alone. According to Shopify’s 2023 ecommerce trends report, 67% of small business…