Preview | Term Sheet Psychology - Negotiating Win-Win Deals | Investor Edition
Building on efficient due diligence, this episode reveals how to structure deals that motivate founders while protecting investor interests. Learn the psychology behind founder decision-making during negotiations, master the key terms beyond valuation that drive long-term success, discover common negotiation mistakes that destroy relationships, and understand how to create win-win structures that align interests for maximum value creation. Perfect for investors who want to win competitive deals while setting up portfolio companies for success.
#TermSheet, #StartupNegotiation, #AngelInvesting, #VentureCapital, #DealStructure, #InvestorEducation, #StartupInvesting, #InvestmentTerms, #FounderRelations, #EarlyStageInvesting, #VCFundamentals, #StartupDeals, #InvestorTips, #DealNegotiation, #StartupFunding, #capitalcompass, #capitalcompassinvestoredition, #seriescapitalcompass, #seriescapitalcompassinvestoredition
Preview | Efficient Due Diligence Framework for Investors | Investor Edition
Building on rapid startup evaluation, this episode reveals how to conduct thorough but time-efficient due diligence for promising opportunities. Learn the 80/20 framework for startup due diligence, master financial model analysis for pre-revenue companies, discover reference checking strategies that actually work, and understand what founders expect from professional investors during the diligence process. Perfect for investors who want to be thorough without losing deals to faster competitors.
#DueDiligence, #StartupInvesting, #AngelInvesting, #VentureCapital, #InvestmentDecisions, #StartupAnalysis, #InvestorEducation, #EarlyStageInvesting, #StartupScreening, #InvestmentProcess, #VCFundamentals, #StartupEvaluation, #InvestorTips, #DealAnalysis, #StartupFinance, #capitalcompass, #capitalcompassinvestoredition, #seriescapitalcompass, #seriescapitalcompassinvestoredition
Preview | Rapid Startup Evaluation Framework | Investor Edition
Building on systematic deal flow, this episode reveals how to quickly separate promising opportunities from time-wasters. Learn the 5-minute pitch evaluation framework, discover the red flags that indicate immediate passes, master the green flags that warrant deeper investigation, and understand how founders really think about first investor meetings. Perfect for investors who want to optimize their time while avoiding missed opportunities.
#StartupEvaluation, #AngelInvesting, #VentureCapital, #DueDiligence, #InvestmentDecisions, #StartupInvesting, #InvestorEducation, #PitchEvaluation, #EarlyStageInvesting, #StartupAnalysis, #InvestmentCriteria, #VCFundamentals, #StartupScreening, #InvestorTips, #DealEvaluation, #capitalcompass, #capitalcompassinvestoredition, #seriescapitalcompass
Preview | Deal Flow Architecture - Building Your Startup Pipeline | Investor Edition | Capital Compass
Welcome to Capital Compass: Investor Edition. In this inaugural episode, we explore how to build systematic deal flow that goes beyond your immediate network. Learn the five-pillar deal flow architecture, discover how to attract high-quality founders to you, master geographic and sector focus strategies, and understand what founders really look for when choosing investors. Perfect for new angels, junior VCs, and operators transitioning into investing.
#AngelInvesting, #VentureCapital, #DealFlow, #StartupInvesting, #InvestorEducation, #AngelInvestor, #VCFundamentals, #StartupEcosystem, #InvestmentStrategy, #EarlyStageInvesting, #InvestorRelations, #StartupFunding, #VentureInvesting, #InvestorTips, #DealSourcing, #CapitalCompass, #CapitalCompassInvestorEdition, #capitalcompass, #capitalcompassinvestoredition, #capitalcompass, #capitalcompassinvestoredition, #seriescapitalcompass, #seriescapitalcompassinvestoredition
Investor Edition | The Art of Competitive Rounds - Winning Deals in Hot Markets
Building on pattern recognition mastery, this episode reveals how sophisticated investors win competitive deals without destroying economics or relationships. Learn advanced differentiation strategies beyond valuation, discover how to leverage speed and relationship advantages, master pre-emption tactics that avoid competitive situations entirely, and understand the psychology of founder decision-making when multiple sophisticated investors are competing. Perfect for experienced investors operating in competitive markets where deal-winning capability determines access to the best opportunities.
#CompetitiveDeals, #AdvancedInvesting, #VentureCapital, #AngelInvesting, #DealWinning, #InvestorStrategy, #StartupNegotiation, #InvestmentCompetition, #DealDifferentiation, #InvestorEducation, #VentureStrategy, #StartupFunding, #InvestorRelations, #DealExecution, #InvestorMastery, #capitalcompass, #capitalcompassinvestoredition, #seriescapitalcompass, #seriescapitalcompassinvestoredition
Investor Edition | Pattern Recognition - Identifying Billion-Dollar Opportunities
Welcome to the Advanced Investor Series. This episode reveals how sophisticated investors develop pattern recognition to spot massive opportunities before they become obvious to the market. Learn the technology wave prediction framework, discover how to differentiate between market expansion and market creation opportunities, master the timing analysis that separates early from too early, and understand the founder and business model patterns that predict exceptional outcomes. Perfect for experienced investors ready to develop institutional-quality pattern recognition capabilities.
#PatternRecognition, #AdvancedInvesting, #VentureCapital, #AngelInvesting, #InvestmentStrategy, #StartupTrends, #TechnologyInvesting, #MarketTiming, #InvestorEducation, #TechnologyWaves, #InvestmentThesis, #StartupPatterns, #EarlyStageInvesting, #InnovationInvesting, #InvestorMastery, #capitalcompass, #capitalcompassinvestoredition, #seriescapitalcompass, #seriescapitalcompassinvestoredition
Investor Edition | The Check Size Strategy - Portfolio Construction
Building on deal structuring mastery, this episode reveals how to construct portfolios that optimize for risk-adjusted returns while maximizing impact per investment. Learn the mathematical foundations of early-stage portfolio construction, discover sophisticated check sizing strategies, master diversification frameworks that actually work, and understand how to balance concentration vs. diversification for different investor profiles. Perfect for investors ready to think systematically about capital allocation across multiple opportunities.
#PortfolioConstruction, #AngelInvesting, #VentureCapital, #InvestmentStrategy, #CheckSizing, #RiskManagement, #InvestorEducation, #PortfolioDiversification, #EarlyStageInvesting, #InvestmentAllocation, #VCFundamentals, #AngelStrategy, #InvestorTips, #CapitalAllocation, #StartupInvesting, #capitalcompass, #capitalcompassinvestoredition, #capitalcompass, #capitalcompassinvestoredition, #seriescapitalcompass, #seriescapitalcompassinvestoredition
Investor Edition | Term Sheet Psychology - Negotiating Win-Win Deals | Capital Compass Series
Building on efficient due diligence, this episode reveals how to structure deals that motivate founders while protecting investor interests. Learn the psychology behind founder decision-making during negotiations, master the key terms beyond valuation that drive long-term success, discover common negotiation mistakes that destroy relationships, and understand how to create win-win structures that align interests for maximum value creation. Perfect for investors who want to win competitive deals while setting up portfolio companies for success.
#TermSheet, #StartupNegotiation, #AngelInvesting, #VentureCapital, #DealStructure, #InvestorEducation, #StartupInvesting, #InvestmentTerms, #FounderRelations, #EarlyStageInvesting, #VCFundamentals, #StartupDeals, #InvestorTips, #DealNegotiation, #StartupFunding, #capitalcompass, #capitalcompassinvestoredition, #seriescapitalcompass, #seriescapitalcompassinvestoredition
Investor Edition | International Expansion Strategy - Helping Portfolio Companies Scale Globally
Building on competitive deal mastery, this episode reveals how sophisticated investors support portfolio companies through successful international expansion. Learn advanced market entry frameworks, discover regulatory and compliance navigation strategies, master international team building and partnership development, and understand how to structure global expansion for maximum value creation while minimizing risk. Perfect for experienced investors whose portfolio companies are ready to scale beyond their domestic markets.
#InternationalExpansion, #AdvancedInvesting, #GlobalStrategy, #VentureCapital, #PortfolioSupport, #InvestorEducation, #StartupGrowth, #GlobalScaling, #InternationalBusiness, #MarketEntry, #InvestorValue, #PortfolioManagement, #GlobalMarkets, #InvestorMastery, #StartupInternationalization, #capitalcompass, #capitalcompassinvestoredition, #seriescapitalcompass, #seriescapitalcompassinvestoredition
The New Rules of Corporate Distress | How Out-of-Court Restructurings are Reshaping Finance
The corporate restructuring landscape has fundamentally shifted, with 75% of defaults now handled through out-of-court distressed exchanges rather than traditional Chapter 11 bankruptcies. This transformation has enabled aggressive "creditor on creditor violence" tactics where financing lawyers use financial engineering to preserve private equity ownership while forcing losses onto less sophisticated creditors. While companies like Carvana have achieved dramatic value creation through these methods, data shows many firms eventually default again, raising questions about whether this represents innovation or problematic financial gamesmanship that merely defers larger problems.
#CorporateRestructuring, #DistressedInvesting, #PrivateEquity, #FinancialEngineering, #BankruptcyLaw, #CreditorRights, #CorporateFinance, #DistressedDebt, #FinancialMarkets, #LeveragedFinance, #Chapter11, #CorporateLaw, #InvestmentStrategy, #RiskManagement, #FinancialRegulation, #DebtMarkets, #SpecialSituations, #CorporateGovernance, #FinancialInnovation, #MarketTrends
Case Study | Inside the Saks Global Debt Spiral
Case Study | Saks Global Series - When Growth Goes Too Far | Inside the Saks Global Debt Spiral
Saks Global’s $2.7B acquisition of Neiman Marcus was pitched as a landmark luxury retail merger. Instead, it has triggered a high-stakes debt spiral. This case study explores how aggressive financing, inflated EBITDA projections, creditor conflict, and operational missteps have pushed one of retail’s most iconic names toward the brink—all within six months of the deal. A cautionary tale of when growth goes too far.
#SaksGlobal, #NeimanMarcus, #RetailFinance, #DistressedDebt, #PrivateEquity, #LuxuryRetail, #MergersAndAcquisitions, #CapitalStructure, #CreditMarkets, #Restructuring, #LeveragedBuyout, #RetailCollapse, #WhenGrowthGoesTooFar, #CapitalCompass, #FinancialEngineering
The Rise of Canva: From Yearbook Startup to Global Design Powerhouse
Canva’s story is a masterclass in long-term thinking. From a student project to a $26B business — and still founder-led — it’s a rare example of product, purpose, and patience coming together. If you’re building today, ask yourself — what’s your niche? What’s your flywheel? And what’s your long game?
#Canva, #StartupCaseStudy, #CapitalCompass, #UnicornStartups, #DesignTech, #SaaS, #StartupGrowth, #Bootstrapped, #StartupJourney, #TechStartups, #ProductLedGrowth, #FounderStory, #VentureCapital, #StartupFunding, #Entrepreneurship
How Notion Became a $10 Billion SaaS Giant — Without Playing the VC Game (At First)
In this Capital Compass case study, we break down Notion’s unique fundraising journey — from saying no to early VC, to raising at a $10B valuation with just 40+ employees. Learn how product-led growth, a loyal community, and capital discipline turned Notion into one of the most respected names in tech.
#CapitalCompass, #Notion, #StartupCaseStudy, #ProductLedGrowth, #SaaS, #VCFunding, #FounderLessons, #StartupStrategy, #TechCaseStudy, #Bootstrapped
How Startup Valuation Really Works? | Capital Compass
Valuation is one of the most misunderstood parts of fundraising — and getting it wrong can stall your startup’s growth. In this episode of Capital Compass, we explore how valuations are set, what really drives them, and how founders can think smartly about dilution and negotiation.
#StartupValuation #CapitalCompass #StartupFundraising #Dilution #StartupTips #RaisingCapital #PreMoney #PostMoney #Founders
How OpenAI Raised Billions — & Changed Startup Fundraising Forever
In this episode of Capital Compass, we explore OpenAI’s groundbreaking fundraising journey — from launching as a nonprofit in 2015 to raising over $11 billion and reaching a $86B valuation (later, $300 billion following a $40 billion funding round led by SoftBank). Learn how OpenAI navigated the capital landscape with an unconventional “capped-profit” model, partnered strategically with Microsoft, and still attracted top-tier VCs like Thrive, Sequoia, Khosla, and a16z.
#OpenAI, #StartupFunding, #VentureCapital, #CaseStudy, #AIStartups, #CapitalCompass, #Entrepreneurship, #TechInvesting, #SamAltman, #StartupJourney, #Founders, #StartupExits, #InvestorInsights, #BusinessStrategy, #StartupCaseStudies