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Articles


California’s VC Diversity Reporting Law

What startup founders and investors should know about SB 54, as amended by SB 164.

Five Preventable Mistakes That Can Derail Your Exit

In my 25+ years advising startups and venture-backed companies in Silicon Valley, I’ve seen more than a few avoidable missteps that delay or derail exits. If you’re building with an eye toward acquisition, here are five things you’ll want to avoid.

USPS Postmark Rule Change: Implications for Section 83(b) Elections

For startup founders seeking to reduce their potential tax exposure through a Section 83(b) election, timing matters. A recent change in U.S. Postal Service (USPS) postmarking procedures has introduced new risk for anyone relying on traditional “snail” mail to meet their Section 83(b) election filing deadlines.

Estate Planning for Founders – Part III: Intentionally Defective Grantor Trusts

This is the third of a four-part series focusing on estate planning for founders. In this installment, we will cover why an Intentionally Defective Grantor Trust (IDGT) may be an effective estate planning tool for founders.

Pro Rata Rights: What Founders and Investors Should Know

Pro rata rights may seem like a technical detail, but they carry significant weight in shaping a company’s long-term investor relationships and fundraising strategy.

Why Startup Founders Should File an 83(b) Election

Since a startups company’s common stock typically has very low value at incorporation, and the amount paid for the shares is equal to the value of the stock at that time, filing an 83(b) election can provide several advantages
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