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409A Valuations
Due Diligence & Valuation

409A Valuations

It’s not often that you can reference a specific section of the Internal Revenue Code by number and have a wide audience understand what it refers to; Section 409A is a member of this elite club (like.

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Valuation for Financial Reporting
Due Diligence & Valuation

Valuation for Financial Reporting

Perhaps you read our [Valuation 101](/blog/valuation-101/) intro post and thought to yourself “wow, I wish they had talked even more about valuation under GAAP!” If so, today is.

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Valuation 101
Due Diligence & Valuation

Valuation 101

In theory, a valuation is simply the estimated worth of an asset, liability, or company.

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Due Diligence & Valuation

Fundraising 101: The ABCs of Rounds

From pre-seed to Series C and beyond, each fundraising round brings new investors, metrics, and expectations. Understanding the differences matters — especially when early equity decisions constrain later options.

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Fundraising 101: Preferred Shares
Due Diligence & Valuation

Fundraising 101: Preferred Shares

**Today’s post is brought to you by one of our fabulous interns – Ann Zhang.**.

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Securing Debt with Intangible Assets
Due Diligence & Valuation

Securing Debt with Intangible Assets

In early-stage companies, debt financing is often only used in the specific context of convertible loans.

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Fundraising 101: Debt vs. Equity
Due Diligence & Valuation

Fundraising 101: Debt vs. Equity

Within finance, capital refers to the corporate securities that have been issued.

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Why You Need a Privacy Pro on Your Advisory Board
Privacy & Security

Why You Need a Privacy Pro on Your Advisory Board

There are many “strategies” when it comes to drafting an advisory board for startups.

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Shift Left for Data: Data Processing Agreements and Data Bills of Material
Data Strategy

Shift Left for Data: Data Processing Agreements and Data Bills of Material

It’s hard to make it very far these days without hearing the phrase “Shift Left.” While some argue that Shift Left is just following CMMI and PMBOK practices, it’s clear that the DevOps and DevSecOps .

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Software Escrow is Dead; Long Live AI Escrow!
AI Governance

Software Escrow is Dead; Long Live AI Escrow!

Through time immemorial, attorneys negotiating technology deals have recommended that software licensees push for escrow of source code.

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Why You Really Need a Data BOM, Not a Software BOM
Data Strategy

Why You Really Need a Data BOM, Not a Software BOM

The [**Bill of Materials (BOM)** concept has taken over the world of software](sbom), but should most organizations be focused on **Data Bills of Material (DBOM)** instead?.

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Due Diligence & Valuation

Strategic Acquisition + Tech Assets: the Good, the Bad, and the Underlying

When it comes to strategic acquisitions, few opportunities can present as much promise or peril as tech assets.

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