Remove Business Planning Remove Negotiation Remove Shareholders
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10 New Capture Strategy Tips to Keep Clients & Avoid Competitive Bids

Account Manager Tips

A capture strategy is the process by which you position your business as the partner of choice and convince your client to renew without considering alternative suppliers. You'll need to understand the decision-making process, the competitive landscape, develop solutions, pricing, negotiation tactics and lots more. Planned re-bid.

Suppliers 246
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The Plain English Guide to Equity Financing

Hubspot Sales

How much is your business worth, pre-money (before the infusion of capital)? You can negotiate this point, but some firms are definitely valuation sensitive and searching for a good deal. Board seats - Term sheets can dictate board formation and require certain seats for certain shareholder types.

Finance 105
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Startup Due Diligence: What it Is & Why it Matters

Hubspot Sales

Bylaws Shareholder agreements Past board meeting minutes Articles of incorporation Assess Your Intellectual Property and Contracts/Agreements Investors will need to look at all your intellectual property, patents, copyrights, trademarks, and more to get a good idea of what you actually own as far as your products go.

Investors 103
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How to organize your virtual data room with a data room index

PandaDoc

Streamline all your deals with PandaDoc VDR software With PandaDoc, you can create your own virtual data room to help expedite closing all your deals, from sales in your pipeline to final contract negotiations after due diligence has been performed.

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4-Phase Guide to the Strategic Planning Process

OnStrategyHQ

Questions to Ask: What are the key non-negotiables that are critical to the company’s success? Questions to ask: What are our shareholders or stakeholders expectations for our financial performance or social outcomes? Check our the post on great what are core values and examples of core values. How will we behave?