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Checklists
Reference Call Checklist
The questions diligence teams ask customers, former colleagues and co-investors, and how answers are weighted in the final memo.
- Audience
- Investors
- Format
- PDF · 5 pages
Publications Library
Reports, guides, newsletters, investment playbooks and due diligence checklists — everything the network has published, in one place.
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Checklists
The questions diligence teams ask customers, former colleagues and co-investors, and how answers are weighted in the final memo.

Playbooks
Position sizing, pacing across vintages, reserve strategy and the number of investments needed for a durable return profile.
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Guides
The fifteen slides our chapter forums expect, in order, with the evidence each one needs to survive member questioning.
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Checklists
Option pools, SAFEs, convertibles and founder vesting — what to resolve before a priced round rather than during it.
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Playbooks
How to decide when to double down, when to hold and how to price information rights against dilution in later rounds.

Guides
A reporting cadence and template set that keeps investors informed without consuming a founding team every month.
Collections
Collections group documents by the job you are trying to do rather than by publication date.
Every checklist our committees use, from first screen to reference calls, in one downloadable bundle.
Long-form playbooks on syndication mechanics, portfolio construction and follow-on strategy.
Guides, glossaries and templates written for companies preparing to pitch a chapter forum.
Members receive every playbook, checklist and report on release, plus the monthly syndication note.