Access Ventures Growth Loan Playbook: Guide to Launching a Character-based Lending Program
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.
Innovative Finance Portfolio Model
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.
Innovative Finance Deal Model
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.
Recast Capital: Enablement ProgramVisit Resource
Sapphire Ventures: OpenLPVisit Resource
Signature Block NewsletterVisit Resource
Silicon Valley Bank: Emerging Manager InsightsVisit Resource
Boston Impact InitiativeVisit Resource
Confluence PhilanthropyVisit Resource
Coolwater Capital (previously Oper8r)Visit Resource
Left Tackle CapitalVisit Resource
Plexo Capital GPxVisit Resource
Purpose FoundationVisit Resource
Recast CapitalVisit Resource
Sutton CapitalVisit Resource
VC IncludeVisit Resource
VC LabVisit Resource
Calm Fund: Quarterly Subscription AnnouncementVisit Resource
New Rules for Equity Crowdfunding (2021)Visit Resource
American Bankers Association: Guide to the Community Reinvestment ActVisit Resource
Office of the Comptroller of the Currency: Summary of Proposal to Modernize Community Reinvestment Act RulesVisit Resource
Council of Development Finance Agencies (CDFA): Federal Financing Clearing HouseVisit Resource
US Economic Development Administration: A Bureau within the US Department of CommerceVisit Resource
US Foundation DirectoryVisit Resource
Think Different About Flow of Investment Capital When Prioritizing Social or Charitable Outcomes: John Tyler in SSRNVisit Resource
Weekend Fund: Our Tech Stack at a $10M FundVisit Resource
VC Tech Stack: Open Source AirtableVisit Resource
Fund Launch Checklist (2.0) by @TheFundCFOVisit Resource
2021 VC Tech Stack by Miguel PinhoVisit Resource
Emerging Fund Manager Tech Stack Twitter Poll: Samir KajiVisit Resource
Solo Capitalist Tech Stack OptionsVisit Resource
Track Record Template by Sapphire VenturesVisit Resource
VC Portfolio Construction Model by SVBVisit Resource
Venture Fund Portfolio Construction by TactycVisit Resource
9 Data Room Components LPs Need from Emerging Managers by Silicon Valley BankVisit Resource
Three Truths About Venture Capital And How to Launch a Venture Capital Fund through the Crawl SpaceVisit Resource
Interview: What (costs) to expect when you’re expecting (to start an emerging VC)Visit Resource
Future Returns: Impact Investing Through Donor Advised FundsVisit Resource
MIT Solve rallies to provide bridge loans and revenue-based financing: Impact AlphaVisit Resource
MIT Solve’ Enables Tech Entrepreneurs To Conquer Global Social ChallengesVisit Resource
Charitability Term Sheet by John Tyler: Impact Terms
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.
Donor-Advised Funds by CompoundVisit Resource
Investing in Social Impact Innovation by MIT SolveVisit Resource
Donor-Advised Funds: an underutilized philanthropic vehicle to support innovation in science and engineering by MIT + PRIME CoalitionVisit Resource
Kauffman Capital Access Lab NewsVisit Resource
Fidelity CharitableVisit Resource
National Philanthropic TrustVisit Resource
Schwab CharitableVisit Resource
Silicon Valley Community FoundationVisit Resource
The Boston FoundationVisit Resource
Vanguard CharitableVisit Resource
Small Business Administration: SBIC ResourcesVisit Resource
US House of Representatives Committee on Small Business: A Review of the SBIC ProgramVisit Resource
You Keep Hearing About Rolling Funds And Syndicates — Here’s How They Work: CrunchbaseVisit Resource
U.S. Securities and Exchange Commission: Investor.gov Rule 506Visit Resource
Will Rolling Funds Roll Over the Venture Capital Industry?Visit Resource
National Center for Employee Ownership (NCEO)Visit Resource
Project EquityVisit Resource
Repaired NationsVisit Resource
SEED CommonsVisit Resource
The Federation of Southern CooperativesVisit Resource
Character-based lending for micro business development: empirical insights into conceptualizing character: Journal of Small Business and EntrepreneurshipVisit Resource
Lending on Character, Not Credit Scores: Common Future Case StudyVisit Resource
Beyond Credit Scores: Wins and Lessons from One Year of Character-Based Lending: Common FutureVisit Resource
How Character-Based Lending Nurtures Community RelationshipsVisit Resource
Convertible Income Share Agreement (CISA) Open Source Term Sheet: Chisos 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.
Shared Earnings Agreement (SEAL) Term Sheet: Calm FundVisit Resource
Profit Share Model (Innovative Finance)Visit Resource
The Ultimate Guide to CISAs: Chisos Capital
White paper by Chisos Capital to learn how Convertible Income Share Agreements, or CISAs, help entrepreneurs access flexible funding.
Calm Fund: BlogVisit Resource
Opportunity Finance Network (OFN): CDFI LocatorVisit Resource
Community Develipment Venture Capital Alliance (CDVCA) Case StudiesVisit Resource
Taking Stock: CDFIs Look Ahead After 25 Years of Community Development Finance: BrookingsVisit Resource
Blog: News and Ideas from OFNVisit Resource
Access to Capital for Entrepreneurs: Removing Barriers Report (2021 Update): Kauffman FoundationVisit Resource
Stanford Social Innovation Review: Using Donor-Advised Funds to Invest in Early-Stage EntrepreneursVisit Resource
Podcast | Supply-Chain Finance: A Life Preserver for Small Suppliers?Visit Resource
NY State Surety Bond Assistance ProgramVisit Resource
Los Angeles Metro Contractor Development and Bonding ProgramVisit Resource
US Export-Import Bank Supply Chain Finance Guarantee ProgramVisit Resource
Adventure Finance: Aunnie Patton PowerVisit Resource
Project Equity: Employee Ownership Case Studies
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.
Apis & Heritage Capital Partners Resource LibraryVisit Resource
Covering two years of business progress, the 2021 Worker Cooperative State of the Sector is a report on worker-owned and democratic workplaces in the United States.Visit Resource
Building an Employee Ownership Economy: Social Capital Partners
This discussion paper highlights an opportunity to create a public policy framework that supports employee ownership in Canada.
Economic Recovery and Employee Ownership: Democracy at Work Institute
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.
Opportunity Knocking: Impact capital as the transformative agent to take employee ownership to scale: Fifty by fiftyVisit Resource
Guidelines for Equitable Employee Ownership Transitions
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.
Steward Ownership: Rethinking Ownership in the 21st Century: Purpose Foundation
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.
Black and brown employee ownership for the post-COVID economy: Impact AlphaVisit Resource
Catalyst MiamiVisit Resource
CO-OP DaytonVisit Resource
Cooperative Catalyst of New Mexico (CCNM)Visit Resource
Democracy at Work Institute (DAWI)Visit Resource
ICA GroupVisit Resource
Illinois Worker Cooperative AllianceVisit Resource
RBFN Speaker Series Webinar: Molly Otter, Investment Partner at Sage Growth CapitalVisit Resource
RBF for Angel Investors: Sage Growth CapitalVisit Resource
RBF Interview with Molly OtterVisit Resource
Indie.vc v3 Term Sheet
The documents provide a high-level summary of the Indie.vc terms to be negotiated.
Vocabulary for the New Risk Capital Landscape: Jamie Finney of Greater Colorado Venture FundVisit Resource
Redeemable Equity Term Sheet (Innovative Finance)Visit Resource
Indie.vc Redemption Payment Spreadsheet
Indie.vc created a spreadsheet to help founders understand the interplay of the Indie.vc v3 variables and run their own scenarios.
Indie.vc Downloadable cap table
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 […]
Redeemable Equity Model (Innovative Finance)Visit Resource
Intro: by Indie.vc
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.
Covid 19 is a lesson in why alternative investment structures are needed: Impact TermsVisit Resource
The End of Indie.vcVisit Resource
What Ended Indie.vcVisit Resource
SHARE Investment Instrument: Adamn HuttlerVisit Resource
Supply Chain Finance: Innovations for Supporting Inclusive Entrepreneurship: The New LocalismVisit Resource
Enhancement of the Standard Definintions for Techniques of Supply Chain Finance: Global Supply Chain Finance ForumVisit Resource
Global Supply Chain Finance ForumVisit Resource
Bank of America Supply Chain Finance Resource CenterVisit Resource
Asian Development Bank: Trade and Supply Chain Finance ProgramVisit Resource
Supply chain financing: An effective way for development banks to support small entrepreneurs: World BankVisit Resource
The Rise of Revenue-Based Financing
Discover why startups are increasingly turning to alternative financing options like revenue-based financing. This report was created by Lighter Capital.
Pollen VC: Revenue Based Loan Cost of Capital Calculator toolVisit Resource
RBF Term Sheet (Innovative Finance)Visit Resource
Revenue Loan Term Sheet: from Angel Investing, Start to Finish by Joe Wallin and Pete BaltaxeVisit Resource
RBF Deal Model (Innovative Finance)Visit Resource
Lighter Capital: Cost of Capital Calculator
This calculator will help you identify how much value and ownership you would retain by raising RBI compared to equity.
Growing Your Diverse-Led Business: A Guide To Revenue Based Financing
This report is a founder’s guide to RBF created by Founders First Capital Partners.
Capital Compass: Vested for Growth
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.
Innovative Finance Project: Revenue Based Financing 101Visit Resource
Innovative Finance Project: Revenue Based Financing 201Visit Resource
RBF NetworkVisit Resource
RBF Resources: Novel CapitalVisit Resource
Q&A with Founders First’s Kim Folsom: Impact AlphaVisit Resource
Flexible financing can help diverse founders maintain gains in a volatile economy: Kim Folsom for Impact AlphaVisit Resource
RevUp Fund: Considering a Revenue-Based Deal?Visit Resource
Revenue-Based Financing Is there a lesson for entrepreneurs in the recent DoorDash offering?Visit Resource
The Economic Imperative to Support Marginalized Entrepreneurs with Melissa Bradley of 1863 VenturesVisit Resource
Rev It Up with Keith Harrington: Adventure Capital Podcast by WefunderVisit Resource
Novel Capital Raises $115M: CrunchbaseVisit Resource
Want VC-Level Growth Without Sacrificing Equity? 3 Alternative Funding Options: CrunchbaseVisit Resource
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