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10 New Capture Strategy Tips to Keep Clients & Avoid Competitive Bids

Account Manager Tips

You'll need to understand the decision-making process, the competitive landscape, develop solutions, pricing, negotiation tactics and lots more. Before you talk to the client, know your anchor price, walk away price and have a negotiation strategy. Shareholders and board/directors value growth, costs, profit and cashflow.

Suppliers 246
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The Startup Founder's Guide to Cap Tables

Hubspot Sales

You'll notice the cap table lays out the essential pieces of a transaction: Shareholder name as it appears on the security. Either way, you can see exactly what impact that will have on your shareholder groups. Term sheet negotiation. Date of issuance. Number of shares or units issued. How to Use a Cap Table.

Investors 134
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Power, Politics, and Benchmarking Influence Strategy in 2013

SBI Growth

In fact: In the absence of crystal clear data, the Sales VP loses the strategic negotiation. Every month Robert spent days negotiating with his regional Ops VP around large commissions. In this way, a thousand small negotiations unfold every day. Do you think the boss (or shareholders) notices?”. But you can sure end it.”

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Why Sales Is the Best First Job

Hubspot Sales

If you’re the CEO of a huge publicly traded company, you need to sell your vision to shareholders. Interestingly, universities are beginning to put a much larger emphasis on teaching negotiation and sales skills. Even as a Ph.D. student, you need to sell your ideas to receive funding and publish.

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Why You Should Be Delivering Value-based Stories

Hubspot Sales

For publicly held companies, take time to scan their financial reports, read the CEO’s letter to the shareholders, and listen to analyst calls. To connect with prospects, your story must focus on what is relevant to their needs and problems, not your need to book a meeting or close a sale. Have an arsenal of value-based stories at the ready.

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The Plain English Guide to Equity Financing

Hubspot Sales

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. How much is your business worth, pre-money (before the infusion of capital)?

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