Apr 22
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5
min read
We had the pleasure to reflect on the current state of affairs for emerging managers with experienced institutional investor, Samir Kaji, who hosts the Venture Unlocked podcast and is also the founder and CEO of a soon-to-launch VC startup, Allocate. In the Q&A below, Samir discusses why setting a strong operational foundation is important as firms seek institutional capital, why secondaries are worth another look right now, and the importance of having a data strategy.
Apr 15
Chris Harvey
Most venture capitalists know of the qualified small business stock (“QSBS”) tax exemption. However, as a venture capital lawyer, I often see fund managers not concern themselves with QSBS until after a portfolio company exits. By then, it may be too late to correct the record. They also often miss out on the best kept secret of QSBS called “trust stacking,” which we’ll cover in this article.
Apr 9
3
Pawan Murthy
For years, his life has been shrouded in secrecy and intrigue. His legend has sparked thousands of stories throughout Silicon Valley. When he heard of Aumni and saw what we can do, he not only became a customer, but asked us to share his story to the world. We are honored to do so, and we invite you to learn more. Please meet the Most Successful Investor in the World.
Apr 7
Venture capital attorneys have long struggled with the difficulty of quickly answering the many deal term questions asked by investment teams. The manual nature of having to review a high volume of legal documents spread across multiple sources can be challenging, particularly for growing firms executing a large number of deals.
Mar 30
6
Traditionally, venture capital CFOs have tracked financial terms manually with spreadsheets; however, if these efforts are unsupported by automated tools, bottlenecks can arise. The static information within the spreadsheet files can fall short of providing finance teams an accurate and timely lay of the land within the firm, which can impact closing and other critical business dealings.
Mar 23
In continuation of our effort to get to know the people behind Aumni’s powerful solutions, we are excited to share our latest Q&A with Aumni’s Head of Strategy, Julie Shaver. Below Julie discusses her background, her take on what makes Aumni’s solutions unique, and where the company sees strategic opportunities in the year ahead.
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