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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How To Price Your Next Fundraiser

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Moore’s Law: It's Value Beyond Microchips

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The Investor Perspective: Convertible Notes Vs. Preferred Stock

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How Investors Can Help The Companies They Invest In

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Fifty Rules for Being a Great Entrepreneur

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Early Stage Boards: Meddlers vs. Rubber Stampers

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Early Stage Investing Terminology

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How To Be A Great Board Member

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How To Work Productively With People You Disagree With

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How To Write Great Board Minutes

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Investing Multiple Times In The Same Company

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Selling by Subscription: Principles for Success

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Four Types of Employee Equity

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How Employee Stock Options Actually Work

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How Employee Equity Is Diluted Over Time

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Understanding Option Strike Prices

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Perspectives on the Risk of Convertible Notes

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Perspectives on Employee Option Vesting

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Selecting Early Stage Directors Five Key Questions

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Sales Metrics for Early Stage Companies

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The Downside of Golden Handcuffs

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What is Force Majeure? Should I care?

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Building a Great Pitch Deck

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How To Sell Anything To Anyone

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Evaluating Your Employees

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Joint Ventures: Nine Keys to Success

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Definitions of Early Stage Equity Terms

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So You Want To Be An Early Stage Investor

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Why Big Companies Might Not Buy Your Business

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Early Stage Interview Guide for New Hires

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Designing a Great Bonus Compensation System

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Thoughts on Selling to Big Box Retailers

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Direct Response Media: Promises and Pitfalls

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The Power of Copyright

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When Things are Bad, Read This

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Taking Your Strategic Plan Public

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Recognizing Success: Ways to Say Good Work

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Your Patent Should be Easy to Read

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How to Use Focus Groups

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A Primer on Intellectual Property

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Great Advice from the World's Best Salesperson

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Managing Your Revenue Promises

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Reviewing the CEO's Performance

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How to Raise Early Stage Money

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Protecting Trade Secrets

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Early Stage Health Checkup: Do This Now

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Venture Capital Investment: Maybe or Maybe Not

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Peter Thiel's Advice on Being an Entrepreneur

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How Big Company Buyers Will Evaluate Your Company

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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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Building A Strategic Plan: Quick and Clean

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Equity for New Hires: How and How Much

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Understanding Liquidation Overhangs

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Early Stage Boards: Roles and Remuneration

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Trademark Help: Who You Gonna Call

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What's A SPAC And Why Early Stage Might Care

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The Right Time to Form a Board

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Why Lateral Capital Does Not Promise Confidentiality

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Why Patents Are So Important

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Finding a Great Independent Board Member

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Corporate Venture Capital: It's Not for Everyone

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Lateral Capital
IMPORTANT DISCLAIMER – This material is presented for use by CEOs of Early Stage Companies, Limited Partners in Lateral Capital Funds (together with Lateral Capital affiliates, the “Funds”) and others associated with various Lateral Capital entities. This material is being circulated for informational purposes only. It is not a prospectus or offering memorandum for any securities and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities of the Fund. The material here is reasonable in the view of the Fund’s management at this time, but it is not legal, accounting, financial or strategic advice and should not be taken as such. Financial information presented herein may come from companies in which the Fund(s) have invested, is unaudited and is not necessarily prepared in accordance with GAAP. All material is believed to be accurate and reliable to the best of the Fund’s knowledge; however, this material is provided “as-is” without warranty of any kind and the Funds make no representation, express or implied, as to the accuracy, reliability, or completeness of this information. Any use or distribution of this material or its contents except as specifically authorized by the Fund is strictly prohibited. By providing links to websites or other content, the Funds do not guarantee, approve or endorse the information or products available from these sources. (Updated 220801 JNL)

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