Fundraising Milestone Considerations

David Lasky is the Managing Director at ScaleNorth, a NetSuite Solution Provider & Outsourced NetSuite Accounting firm. In this guide, he discusses how growth-stage companies can leverage technology and outsourcing partners to transition from a full-time to a fractional finance team.

Dave Boyce is a go-to-market-focused advisor and board member with over 20 years of experience leading SaaS companies. Dave is the author of Product That Sells Itself, the forthcoming book from Stanford Business Press. Previously, Dave was the Chief Strategy Officer at InsideSales.com, CEO of ZenPrint, and the GM Consulting and PLG Practice Lead at Winning by Design. In this guide, Dave walks through the different approaches to building product-led growth and outfitting teams and your product to support self-service sales, renewal, and onboarding.

David Bland is the Founder of Precoil, helping companies find product market fit using lean startup, design thinking, and business model innovation. He’s worked with companies like GE, Toyota, Adobe, HP, Behr and more. David is also the author of “Testing Business Ideas”, an internationally best-selling business book, now in over 20 different languages. In this guide, David walks through how to identify risks in product ideas, derisk through testing, and create a culture of experimentation throughout your company.

Miguel Chavez is the founder of Einstein Equity, an equity compensation advisory business that helps companies manage equity plans on Shareworks. Previously, Miguel led efforts helping companies manage their equity at Pave, Option Impact and Shareworks. Miguel has helped 3,000+ VC-backed companies manage their compensation and equity programs. In this guide, Miguel walks through setting up and administering an employee equity compensation plan, including how much equity to give and to whom, reporting on equity, and managing changes.

Dan Herr is the Founder and CEO of Acqwired, helping investors and acquisitive platform companies identify and build high-quality relationships with top prospects to deploy their capital. Previously, Dan was a Vice President at Serent Capital and has been involved in sourcing more than $1B of TEV in platform and add-on investments. In this guide, Dan walks through the sourcing process from building a list of prospects, to narrowing in on top targets to conducting outreach.

Dan Herr is the Founder and CEO of Acqwired, helping startups and investors prioritize, break into, and build high-quality relationships with top prospects to deploy their capital. Previously, Dan was a Vice President at Serent Capital. Throughout his career, Dan has been involved in sourcing more than $1B of TEV in platform and add-on investments.. In this guide, Dan walks through how sourcers can get into live interactions with prospects, and how to qualify and nurture in subsequent conversations and touchpoints.