Templates and resources
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8 resources
Growth rounds
- Cohort retention and expansion workbookRetention by cohort and by segment, with expansion and churn on separate lines. A blended number is the one that gets quoted and the one that hides the problem.XLSX · Sign in to download · Series A, Series B+
- Revenue definitions policyOne page fixing what ARR, bookings, churn and gross margin mean for you. A definition chosen generously is found in diligence.DOCX · Sign in to download · Series A, Series B+
- Sales efficiency workbookMagic number, pipeline coverage, quota attainment and ramp, computed per channel before they are computed in aggregate. Growth rounds are bought on repeatability.XLSX · Sign in to download · Series B+
- Audit readiness checklistWhat to have in place before your first external audit, which usually lands between B and C. Start a year early, because auditors test the opening balances.DOCX · Sign in to download · Series B+
- Secondary sale checklistPartial liquidity for founders and early employees, normal by Series C and usually handled badly. Decide the eligibility rule before anybody knows the price.DOCX · Sign in to download · Series B+
- Liquidity programme and tender offerA company-run event where employees can finally sell. Regulated more like a securities offering than a private deal, and it can reset your option price.PDF · Sign in to download · Series B+
- Appointing a transfer agentMoving the register of record to a regulated third party. The migration is the part that goes wrong, because errors become errors of record.PDF · Sign in to download · Series B+
- Disclosure schedules indexEvery schedule, the warranty it qualifies and who owns it. Disclosure is protection, and the uncomfortable items are the ones worth disclosing.XLSX · Sign in to download · Series B+