Managing Investor and Board Relations as an Operator

Josh Garber is an attorney focused on representing public and private companies (often in the technology sector), in their commercial contract needs. His clients have included GitHub, Asana, Notion, Medallia, and Stripe. In this guide, Josh walks through the most relevant contract documents for technology companies and key terms to consider when navigating sales and procurement.

Dave Boyce is a go-to-market-focused advisor and board member with over 20 years of experience leading SaaS companies. Dave is the author of Product That Sells Itself, the forthcoming book from Stanford Business Press. Previously, Dave was the Chief Strategy Officer at InsideSales.com, CEO of ZenPrint, and the GM Consulting and PLG Practice Lead at Winning by Design. In this guide, Dave walks through the different approaches to building product-led growth and outfitting teams and your product to support self-service sales, renewal, and onboarding.

David Bland is the Founder of Precoil, helping companies find product market fit using lean startup, design thinking, and business model innovation. He’s worked with companies like GE, Toyota, Adobe, HP, Behr and more. David is also the author of “Testing Business Ideas”, an internationally best-selling business book, now in over 20 different languages. In this guide, David walks through how to identify risks in product ideas, derisk through testing, and create a culture of experimentation throughout your company.

Dan Herr is the Founder and CEO of Acqwired, helping investors and acquisitive platform companies identify and build high-quality relationships with top prospects to deploy their capital. Previously, Dan was a Vice President at Serent Capital and has been involved in sourcing more than $1B of TEV in platform and add-on investments. In this guide, Dan walks through the sourcing process from building a list of prospects, to narrowing in on top targets to conducting outreach.

Dan Herr is the Founder and CEO of Acqwired, helping startups and investors prioritize, break into, and build high-quality relationships with top prospects to deploy their capital. Previously, Dan was a Vice President at Serent Capital. Throughout his career, Dan has been involved in sourcing more than $1B of TEV in platform and add-on investments.. In this guide, Dan walks through how sourcers can get into live interactions with prospects, and how to qualify and nurture in subsequent conversations and touchpoints.

Sean Lane is the former Head of Revenue Operations at Drift and a founder of BeaconGTM, providing scalable revenue strategies for start-up and scale-up companies. In this guide, Sean walks through the steps to build a strategic and tactical plan for the new year including building an operating plan, quota and headcount planning, territory planning, and compensation planning.