The volatility of the markets and decline in deal activity makes private valuation adjustments especially challenging this year. Yet even under these circumstances LP’s expect portfolio valuations to be accurate and justifiable. As a VC, you should be prepared for auditors to be even more involved during this year’s audit process as they ensure valuations are as close to reality as possible.
Webinar Overview
Belle Raab from Visible and Danielle Darley from Weaver discussed how to best prepare for your end-of-year audit.
Discussion topics:
- What, why, who behind the audit process
- What to anticipate for this year's audit
- Preparing for the audit process
- Establishing an audit timeline
- Recommended do's & don'ts
Related Resources:
A Simple Breakdown of the VC Audit Process
Venture Capital Valuations: Tips for Preparing Valuations for Your Annual Audit
Five Simple Steps Key Venture Capital Staff Can Take to Support a Successful Audit
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Metrics and data
Using Benchmarks as a Diagnostic with Kyle Poyar
On the fifth episode of the Thrive Through Connection Podcast, we welcome Kyle Poyar, the founder of Tremont and Growth Unhinged. Tremont is an early growth equity firm based in Boston. Kyle joins us to break down his career supporting companies at OpenView, how SaaS companies should think about benchmarks, and the future of SaaS investing.
About Kyle
Before founding Tremont, Kyle was an Operating Partner at OpenView Ventures. During his time there, he launched the SaaS Benchmarks Report, a staple in the SaaS industry. Since then, Kyle has started Growth Unhinged, his newsletter breaking down the playbooks and tactics behind best-in-class startups.
Mike, the CEO and Founder of Visible, had an opportunity to sit down and chat with Kyle. You can give the full episode a listen below:
Spotify Link
Apple Link
What You Can Expect to Learn from Kyle
How investors and founders can think about leveraging benchmarks
Which SaaS metrics and benchmarks are growing in importance
Why hiring is the lowest-hanging fruit for VCs to support portfolio companies
How he built a content flywheel at Growth Unhinged
Stay up to date with the Thrive Through Connection Podcast by subscribing wherever you listen to podcasts. You can find links to your favorite podcast hosts below:
YouTube
Spotify
Apple
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