What We Have Learned as Investors

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Over the last forty years or so, we have seen a wide range of “best practice” thinking from both big and small companies. From this, we believe the perspectives below may be useful to Early Stage companies.

All this material is presented in written form and can be downloaded at will. All we ask is that credit be given to Lateral Capital Management, LLC if it is republished and that our copyright insignia be included.

We would call particular attention to our growing list of One Page Solutions™ materials. These are designed to address various managerial issues quickly and simply. These borrow liberally from our big company experience and have been refined for Early Stage companies. The concept of One Page management tools was developed by our partner-company, One Page Solutions, LLC in Cincinnati.

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Early Stage Health Checkup: Do This Now

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How Employee Stock Options Actually Work

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Venture Capital Investment: Maybe or Maybe Not

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How Big Company Buyers Will Evaluate Your Company

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A Primer on Intellectual Property

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Peter Thiel's Advice on Being an Entrepreneur

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Selling by Subscription: Principles for Success

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You Really Do Need an Investment Banker

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VC Turndowns: What They Say vs. What They Mean

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Why Patents Are So Important

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Your Patent Should be Easy to Read

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Evaluating Your Employees

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Taking Your Strategic Plan Public

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Designing a Great Bonus Compensation System

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Building a Great Pitch Deck

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Protecting Trade Secrets

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Joint Ventures: Nine Keys to Success

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Early Stage Interview Guide for New Hires

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How To Write Great Board Minutes

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What's A SPAC And Why Early Stage Might Care

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Why Big Companies Might Not Buy Your Business

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Understanding Option Strike Prices

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How Investors Can Help The Companies They Invest In

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Investing Multiple Times In The Same Company

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How Employee Equity Is Diluted Over Time

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The Right Time to Form a Board

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Managing Your Revenue Promises

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Sales Metrics for Early Stage Companies

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Early Stage Investing Terminology

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What is Force Majeure? Should I care?

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The Investor Perspective: Convertible Notes Vs. Preferred Stock

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Thoughts on Selling to Big Box Retailers

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How to Use Focus Groups

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So You Want To Be An Early Stage Investor

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Selecting Early Stage Directors Five Key Questions

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How To Sell Anything To Anyone

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Great Advice from the World's Best Salesperson

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Corporate Venture Capital: It's Not for Everyone

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How to Raise Early Stage Money

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Four Types of Employee Equity

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Equity for New Hires: How and How Much

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The Power of Copyright

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Finding a Great Independent Board Member

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Perspectives on Employee Option Vesting

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When Things are Bad, Read This

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How To Work Productively With People You Disagree With

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Direct Response Media: Promises and Pitfalls

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Perspectives on the Risk of Convertible Notes

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Moore’s Law: It's Value Beyond Microchips

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How To Price Your Next Fundraiser

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Early Stage Boards: Meddlers vs. Rubber Stampers

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Reviewing the CEO's Performance

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Building A Strategic Plan: Quick and Clean

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Early Stage Boards: Roles and Remuneration

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Recognizing Success: Ways to Say Good Work

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The Downside of Golden Handcuffs

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Trademark Help: Who You Gonna Call

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Why Lateral Capital Does Not Promise Confidentiality

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Definitions of Early Stage Equity Terms

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Understanding Liquidation Overhangs

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Fifty Rules for Being a Great Entrepreneur

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How To Be A Great Board Member

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Lateral Capital
IMPORTANT DISCLAIMER – Nothing on this website is intended to be, and you should not consider anything on the website to be, strategic, legal, tax, financial, investment, or accounting advice. This website and any other materials provided are intended solely to provide general background information. You are strongly encouraged to seek the advice of qualified advisors before acting on anything contained herein. The content included herein, and any other materials provided are intended only for discussion purposes and convenient reference and are not intended to be complete. Lateral Capital (“LC”) does not warrant or guaranty the accuracy or completeness of the information provided. In addition, LC does not endorse the opinions of, or warrant the accuracy of facts or other content contributed by, any third party. This website does not constitute an offer to sell or solicitation of an offer to buy any securities. LC does not solicit or make its services available to the general public. This website does not constitute advertising or promotional materials with respect to any investment advisory service or any investment vehicle. An offering of interests in any LC investment vehicle will be made only by means of a confidential subscription booklet and only to qualified, accredited investors (as defined by the SEC in Rule 501 of Regulation D) in lawful jurisdictions. (Updated 210706 DG)

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