X

Insights

Whether you're embarking on your very first startup or relying on decades of entrepreneurial experience, Square 1 can help you stay on track and informed with insights and advice from the best minds in the industry.

< back
Featured Insight

The Venn Diagram That Will Change How You Fundraise

Here’s how to build a strong financing plan that will keep the lights on and impress potential investors.

Read
Sanjay Gandhi
Oxford Valuation Partners
Anjum Tunuli Anjum Tunuli Guest Contributor

The New and Improved (and Permanent) R&D Tax Credit

July 28, 2016

Research and Development is a critical component of most early-stage technology companies. It can also be a significant cost center in the beginning days of your startup. To help facilitate continued innovation and development, the Economic Recovery Tax Act of 1981 created what is essentially known as the R&D Tax Credit. The credit allows a dollar-for-dollar reduction of taxes for any qualified R&D expenditures. Examples of qualified expenses are costs associated with testing, design, compatibility, functionality and production.

Read
Sanjay Gandhi Sanjay Gandhi Guest Contributor

The Venn Diagram That Will Change How You Fundraise

July 28, 2016

This article is co-authored with Ryan Janssen – VC investor and entrepreneur. Growth is expensive. And cash is king. Yet financing strategy is the most overlooked component of the business plan. Financing strategy is something to think about from the very outset of your business, but this technique is applicable for anyone with a business model that has prospects for a hockey-stick growth curve and/or that needs multiple rounds of capital to get to an exit.

Read
Zack Mansfield Zack Mansfield SVP, Technology Banking

Startup Culture Podcast: Robbie Allen + Adam Smith of Automated Insights

July 28, 2016

In this discussion, I talk with Automated Insight’s Robbie Allen and Chief Revenue Officer, Adam Smith, about how the company started, how they iterated the product and culture over time, and how they have been able to be successful both as a business and in keeping employees happy.

Read
David Ehrenberg David Ehrenberg Guest Contributor

What to Do When an Investor Says No

July 14, 2016

We talk a lot about preparing your startup for fundraising. Preparing a pitch deck. Getting your financials in order. Tapping your network for investor introductions. Putting together a valuation of your business. There are many different angles you have to be aware of when getting ready for your big investor pitch. But what happens if … Continue reading What to Do When an Investor Says No

Read
Zack Mansfield Zack Mansfield SVP, Technology Banking

Startup Culture Podcast: Kyle Porter of SalesLoft

July 14, 2016

In the first episode of his Startup Culture podcast, Zack Mansfield (@zackmansfield) has a conversation with Kyle Porter (@kyleporter), co-founder and CEO of SalesLoft. Kyle shares the origin story of SalesLoft and how he “almost ran the company into the ground.” A shift in focus to a values-centered approach was a transformational event for the … Continue reading Startup Culture Podcast: Kyle Porter of SalesLoft

Read
Loren Vittetoe Loren Vittetoe Guest Contributor

Explaining Public vs. Private Market Valuations

July 14, 2016

The number of IPOs we are seeing in the market has decreased significantly. So far this year, 31 companies have gone public in the U.S., down from 69 in the first five months of 2015 and 115 in the same period in 2014. Of public offerings in the first quarter of 2016, none of them … Continue reading Explaining Public vs. Private Market Valuations

Read
Laurie Lumenti Garty Laurie Lumenti Garty SVP, Startup Services

Level Up Recap – Roundtable with GE Ventures + Storm Ventures

June 16, 2016

Square 1’s Level Up series aims to help startup founders and entrepreneurs succeed by sharing best practices and inviting insights from guest speakers and investors that know how to navigate the venture space. May’s Level Up event featured a roundtable discussion with Lisa Coca from GE Ventures and Ryan Floyd from Storm Ventures. This post … Continue reading Level Up Recap – Roundtable with GE Ventures + Storm Ventures

Read
Hans Swildens Hans Swildens Guest Contributor

The Elephant in the Room: Hedge Funds and Mutual Funds

June 16, 2016

This article is co-authored with Kathleen Collins, Associate at Industry Ventures. When mutual funds and hedge funds cough, venture capital catches a cold. Between them, U.S. mutual and hedge fund managers have approximately $19 trillion of assets under management. Venture funds, in contrast, generally raise $20-40 billion in a given year, less than 1% of that … Continue reading The Elephant in the Room: Hedge Funds and Mutual Funds

Read
Sanjay Gandhi Sanjay Gandhi Guest Contributor

Don’t Let 409A Valuation Issues Derail Your Financing Round

June 16, 2016

This article is co-authored with Christopher S. Edwards, Counsel, Reitler Kailas & Rosenblatt. When you’ve founded a company and are raising funds, if you want to impress investors and close the financing quickly and on agreed-upon terms, make sure that your corporate records are careful, complete and correct.  The typical list includes: Board and stockholder minutes … Continue reading Don’t Let 409A Valuation Issues Derail Your Financing Round

Read
Sanjay Gandhi Sanjay Gandhi Guest Contributor

Convertible Debt Vs. Convertible Equity Throw Down: Which Form Prevails For Early-Stage Fundraising?

May 19, 2016

This article is co-authored with Eliot Cotton of Vinson & Elkins. Backdrop Convertible debt has emerged as one of the most common forms of early-stage financing over the past decade for both angel investments as well as institutional rounds. A convertible debt round is generally less complicated and less expensive than a “priced round” and can … Continue reading Convertible Debt Vs. Convertible Equity Throw Down: Which Form Prevails For Early-Stage Fundraising?

Read

© 2005-2016 Square 1 Bank, a division of Pacific Western Bank. Member FDIC. All rights reserved.