Resources

This playbook is an open-sourced culmination of the steps Access Ventures took and lessons they learned in building a community-first, character lending process.

This tool allows you to construct a portfolio model using a mix of traditional and innovative capital products – including equity, debt, redeemable equity, and revenue-based loans – and determine returns outcomes across difference scenarios.

This tool allows you to forecast a company’s growth and capitalization using traditional and innovative capital products – including equity, SAFEs, convertible notes, redeemable equity, and revenue-based loans – and determine returns outcomes across difference scenarios.

Foundations and other organizations that support innovative financing need new structures in place to help facilitate investments in these models. The Kauffman Foundation’s General Counsel created a Charitability Term Sheet that may help other foundations feel comfortable funding for-profit investment funds with program-related investment (PRI) capital.

The CISA was developed by Chisos Capital. The CISA is a debt-equity hybrid approach that lets us invest at the earliest stages of a person’s entrepreneurial journey.

White paper by Chisos Capital to learn how Convertible Income Share Agreements, or CISAs, help entrepreneurs access flexible funding.

Project Equity curated case studies from employee ownership transitions from across the nation — both from their work and the work of others. Discover employee-owned businesses in your industry, explore their map by region and gain insight on best practices.

This discussion paper highlights an opportunity to create a public policy framework that supports employee ownership in Canada.

DAWI has partnered with the National League of Cities to co-publish Economic Recovery and Employee Ownership, providing timely guidance for municipal leadership on the role employee ownership can play in economic recovery efforts.

A collaborative project of practitioners and thought leaders in the fields of investment management, employee ownership, and socially responsible business who believe deeply in the promise of shared enterprise ownership to build a more just and inclusive economy.

Learn how steward-ownership allows companies to protect their values regarding the environment, society, and their employees in their legal DNA; and the positive impacts these structures have on the profitability, longevity, and culture of corporations.

The documents provide a high-level summary of the Indie.vc terms to be negotiated.

Indie.vc created a spreadsheet to help founders understand the interplay of the Indie.vc v3 variables and run their own scenarios.

Indie.vc used Capshare data to contrast the cap table impact of the traditional VC funding path (Seed, Series A, and Series B) vs. the Indie.vc path (assumes Indie.vc is the seed funding, “Series A” is funded via profitable revenue growth, then a Series B. They provided a downloadable version for founders to run their own […]

INTRO was developed by Indie.vc to help unlock the complete view of funding options for your business. Increase your financial literacy and learn about some of the best available funding options for your business.

Discover why startups are increasingly turning to alternative financing options like revenue-based financing. This report was created by Lighter Capital.

This calculator will help you identify how much value and ownership you would retain by raising RBI compared to equity.

This report is a founder’s guide to RBF created by Founders First Capital Partners.

Capital Compass® is an online educational tool designed to help you increase your understanding of the factors that affect what type of capital you might consider for your business.