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If by funding you're referring to SBIC investing in your fund, then the answer is no. However, it can be an option for your portfolio companies. 

If by funding you're referring to SBIC investing in your fund, then the answer is no. However, it can be an option for your portfolio companies. 

In this Loom instruction video  Travis demonstrates, step-by-step, how to grant a pipeline prospect direct access to a specific data room folder, bypassing the default authentication process that typically require...

In this Loom instruction video  Travis demonstrates, step-by-step, how to grant a pipeline prospect direct access to a specific data room folder, bypassing the default authentication process that typically requires logging in. He begins by navigating through the left-side files section, explaining the conventional folder permission settings that usually necessitate user detail entry for access. Following this, Travis shows how to modify an email template in the "LP emails" section, incorporating a direct link to the data room. The process includes selecting an appropriate email template, adding a "Docs here:" prompt within the email body before the link, and saving the changes. Although this link defaults to the standard authentication method, it enables direct folder access when sent to a prospect through the customized email template. Travis wraps up by showing how sending a test email to yourself, then using the link from this email, allows you to enter the data room directly without encountering the login screen. This method effectively streamlines access for key contacts, demonstrating its utility.

Generally speaking, avoiding conflicts of interest when introducing LPs to a deal a Fund has passed on (and where such deal is not within the Fund's thesis), would be accomplished by following these best practices: • Set up the LPAC (thi...

Generally speaking, avoiding conflicts of interest when introducing LPs to a deal a Fund has passed on (and where such deal is not within the Fund's thesis), would be accomplished by following these best practices: • Set up the LPAC (this is a relatively easy process); • Ask LPAC to evaluate and confirm that the deal is not within the Fund's thesis and that deal is okay to send to LPs; • Send deal to all LPs simultaneously without making an investment recommendation; • Remind LPs to do their own due diligence; • Ensure the Fund does not participate directly or indirectly after passing on the deal. Clearly documenting all of these above steps is key. 

If have reached this point, you probably have lost this LP and are unlikely to be able to turn them around. That being said, here is what this LP is missing. Unlike the asset classes that this LP is citing, there is a MAJOR difference be...

If have reached this point, you probably have lost this LP and are unlikely to be able to turn them around. That being said, here is what this LP is missing. Unlike the asset classes that this LP is citing, there is a MAJOR difference between an exceptional VC and an ok one. For example, an OK outcome is the 2.5x that this LP is citing. However, it's not uncommon for great VCs to deliver 10x+ returns. It's also not uncommon for exceptional new and emerging managers with small funds like yours to deliver even greater returns if they are able invest in the right company. For example, if you can participate in the pre-seed round of the next Uber, that investment alone will likely 10x+ your entire fund even if all the other investments go to 0.  What you must do in situations like this is to turn the LP from trying to compare asset classes, to discussing potential outlier companies that you may be able to get them into. 

Updates to the platform v24.2.2:• [Pipelines] Your Pipelines in Decile Hub now have some great new advancements with regard to data of each prospect. • Adding a new data point to a prospect can now be enabled to show as a column for qu...

Updates to the platform v24.2.2:• [Pipelines] Your Pipelines in Decile Hub now have some great new advancements with regard to data of each prospect. • Adding a new data point to a prospect can now be enabled to show as a column for quick overview of that data for all of your prospects. • These custom data points can be moved anywhere in the column stack depending on your viewing preference. • [Back Office] Decile Partners have a new investible capital dashboard available in your Back Office under "Fund Overview." • If you would like access to Back Office in your Hub please schedule a call with a partner. • [Logging In] Decile Hub, Decile Pro, Decile Base now uses a single sign.  • If you have both a Hub and Pro account under the same email, your Hub login is now used for Decile Pro. • If you have a Pro account, you can now post to Decile Base with that account. • If you have neither a Decile Hub or Decile Pro account, you can now sign up to the Decile Base community for free. • [Decile Base] We are increasing the functionality of Decile Base to provide more opportunity to further enable the community.  • Released this week: @mention an individual to send them a notification to their personal decile hub and email depending on their notification settings.  • [Forms] While a lesser used corner of the system, forms are increasingly more powerful and flexible than what was available at the end of the year. • Agreements where a single signature is needed are being built as templates: reach out to your partner to get early access to these agreement builders. • Electronic signatures directly within hub. For these single signature events, similar to your PACT signing process, an electronic signature can be captured directly from the Decile Hub Platform. Multi signatures coming soon! • Fields for your custom forms can be used to capture and populate data for any person or organization within your Hub platform. No more need to export form responses and join manually, we do that for you!  • Company submissions can populate their own details for data which is important to your diligence. This is carried with the organization through your workflow • Surveys and questionnaires to be sent to any person or organization for information gathering on feedback or other • Collaboration, Diligence with outside individuals. Sending a questionnaire to an individual who has experience relevant to the current focus of your diligence process can populate data.  This will be a continuing weekly series. If you have questions, ask them in the relevant week rather than starting a new question. Or reference the relevant week in the Using Decile Hub Channel

Question: My prospective LP wants to invest into my Fund out of a self-directed IRA. Can they do this? Yes - however, note that both the Fund and the LP must be set up with a Trust company (the same company!) that will act as Custodian...

Question: My prospective LP wants to invest into my Fund out of a self-directed IRA. Can they do this? Yes - however, note that both the Fund and the LP must be set up with a Trust company (the same company!) that will act as Custodian for the IRA before the investment can happen. Question: Sounds great - let's do this! Let's just call up Chase/Schwab (or another big name institution)... Whoa, wait a second! Most institutions: • Don't actually support this type of product any longer due to industry/market conditions (despite marketing materials or other claims); or • Don't actually understand VC and thus can't or won't set up your Fund to be able to accept such investments.  Question: What the heck does that mean? Getting down to brass tacks, it means that there are only a few vendors out there that support investing into a VC Fund from a self-directed IRA. We (Decile Group) can count them without even fully using one hand! We've tried to work with other vendors, but when we dig into the nitty gritty details, they simply don't/won't/can't on-board the Fund to be able to accept the investment. In one case, we got to the finish line, but it was a very painful and drawn-out experience for the prospective LP, the fund manager, and Decile!   Question: So....what do I do? Decile works with and recommends Strata Trust primarily - they are our default vendor when this comes up and understand VC Funds very well. If you are working with Decile Partners, simply reach out to your point of contact to get the ball rolling. Again please note BOTH the prospective LP and the Fund must be set up to be able to take this type of investment - this includes the prospective LP transferring their IRA to Strata. Question: Haha! ABC Trust Company that my LP has been with for XYZ years swears they can also do this, can we work with them?  It's not outside the realm of possibility, but Decile Partners will need to scope the services, and the process may stretch weeks or even months depending on ABC Trust Company's processes. We still strongly recommend going with Strata, as time is the enemy of all deals. Should you decide to explore ABC Trust Company's offerings anyways, please loop in your Decile Partners point of contact to assist in coordinating - and then prepare to wait for probably a while and for lots of back and forth. Question: Should I stick with one IRA Custodian then?  Generally speaking yes - it is common to stick with one custodian vendor for operational efficiency. Imagine trying to on-board and accommodate any and every vendor a prospective LP might bring to your door...

This is not on the roadmap at this time

This is not on the roadmap at this time

As of December 2024, Decile Hub has a full featured Newsletter tool. You can find it in the left nav of Hub. If for some reason you can't find the Newsletter in the left nav of your Hub, reach out via Hub Support channel to request it to...

As of December 2024, Decile Hub has a full featured Newsletter tool. You can find it in the left nav of Hub. If for some reason you can't find the Newsletter in the left nav of your Hub, reach out via Hub Support channel to request it to be enabled.

Making an angel investment alongside your fund is potentially a conflict of interest. In order to proceed here, you will need to get approval from your limited partner advisory committee (LPAC).  

Making an angel investment alongside your fund is potentially a conflict of interest. In order to proceed here, you will need to get approval from your limited partner advisory committee (LPAC).  

Generally speaking, a Fund should not enter into a Venture Partner agreement with a company, unless the company is wholly owned by one individual. Services provided to a Fund are typically very personal and delegation is usually unwant...

Generally speaking, a Fund should not enter into a Venture Partner agreement with a company, unless the company is wholly owned by one individual. Services provided to a Fund are typically very personal and delegation is usually unwanted. Attempting to do this also creates additional legal, securities law, and tax complexities.  It is far easier for the Fund to enter into an individual agreement with each relevant person within a company or other type of organization. 

1. To edit the link for your pitch deck, go to the Data Room / Folder where your deck is located and find the deck file.  2. Click on the paperclip symbol next to the deck file's name and click "Copy file URL to share". This will copy th...

1. To edit the link for your pitch deck, go to the Data Room / Folder where your deck is located and find the deck file.  2. Click on the paperclip symbol next to the deck file's name and click "Copy file URL to share". This will copy the link.  3. Then, go to Entity Management (found on the left-hand-side panel under "Settings").  4. Click "edit" to the right of your fund 5. "Fundraising Deck URL" is below Fund Thesis.  6. Paste the copied deck link into the field and click the Save button. 7. Now, whenever you send an email with the deck url variable, it will automatically pull the deck from your Data Room / Folder.

The Setup Checklist is seen on your Dashboard.  you can get here from three locations 1. Go to {{YOUR_SUBDOMAIN}}.decilehub.com/dashboard 2. At the bottom of the left nav is a link to "Dashboard" 3. In the green banner at the top, if yo...

The Setup Checklist is seen on your Dashboard.  you can get here from three locations 1. Go to {{YOUR_SUBDOMAIN}}.decilehub.com/dashboard 2. At the bottom of the left nav is a link to "Dashboard" 3. In the green banner at the top, if you still have steps to complete, you will see your progress, you can click this banner If you still have steps to complete for setup, the checklist will be at the top of your dashboard. For more information on setting up your Decile Hub Instance, you can also review this Base Question

1. Begin by clicking on your profile picture located in the top right-hand corner of the screen. 2. From the dropdown menu that appears, select "edit profile." 3. You will now see an open field labeled "Email Signature" where you can inp...

1. Begin by clicking on your profile picture located in the top right-hand corner of the screen. 2. From the dropdown menu that appears, select "edit profile." 3. You will now see an open field labeled "Email Signature" where you can input your desired email signature. 4. Once you've filled in your email signature, simply click on the green "Save changes" button.

Though there are "standard seed-stage valuation methods" (Comps, VC, Scorecard, Berkus) valuation at early stage (pre-revenue) is a bit more art than science, a balance between optimism and delusion and between strategy and tactics. Fact...

Though there are "standard seed-stage valuation methods" (Comps, VC, Scorecard, Berkus) valuation at early stage (pre-revenue) is a bit more art than science, a balance between optimism and delusion and between strategy and tactics. Factors include: • Team - their ability to build a company to execute • Target market(s) size(s) • Potential for the startup to dominate, create or disrupt the market for substantial revenue • Unique Value Proposition, and is it compelling to potential customers • What is the Go-To-Market strategy • What are the economics • A realistic understanding of the competitive landscape • What is the capital investment required to get to milestones:  Proof-Of-Concept, Minimum-Viable-Product, Product-Market-Fit • What is the technology and does it scale • What is the intellectual property • What are the risks • Exit potential

That's by design. You first select your interest level, then you sign the document. Work through the PACT workflow yourself because it's pretty straight forward. They can't sign without reading the document, which is the 2nd step. So, ju...

That's by design. You first select your interest level, then you sign the document. Work through the PACT workflow yourself because it's pretty straight forward. They can't sign without reading the document, which is the 2nd step. So, just respond with something like this in your own words: After you select your interest level, you will be promoted to view and sign the PACT agreement. 

0. Avoid working with broker dealers. They struggle to place LPs in emerging manager funds due to the risk and red tape. In addition, their fees are too expensive for emerging managers with small funds and because they are usually due on...

0. Avoid working with broker dealers. They struggle to place LPs in emerging manager funds due to the risk and red tape. In addition, their fees are too expensive for emerging managers with small funds and because they are usually due on placement, they rarely align with a fund's capital call schedule.