The volatility of the markets and decline in deal activity makes private valuation adjustments especially challenging this year. Yet even under these circumstances LP’s expect portfolio valuations to be accurate and justifiable. As a VC, you should be prepared for auditors to be even more involved during this year’s audit process as they ensure valuations are as close to reality as possible.
Webinar Overview
Belle Raab from Visible and Danielle Darley from Weaver discussed how to best prepare for your end-of-year audit.
Discussion topics:
- What, why, who behind the audit process
- What to anticipate for this year's audit
- Preparing for the audit process
- Establishing an audit timeline
- Recommended do's & don'ts
Related Resources:
A Simple Breakdown of the VC Audit Process
Venture Capital Valuations: Tips for Preparing Valuations for Your Annual Audit
Five Simple Steps Key Venture Capital Staff Can Take to Support a Successful Audit
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Building Trust and Vulnerability in Business with Max Yoder
On the fourth episode of the Thrive Through Connection Podcast, we welcome Max Yoder, the Founder of Lessonly and author of Do Better Work. Lessonly was an Indianapolis-based company that grew to over 300 employees and $30 million in annual recurring revenue before being acquired by Seismic in 2021. Max joins us to share the lessons he learned from scaling Lessonly and writing Do Better Work.
About Max
In addition to growing Lessonly to 300+ employees and leading it through a successful exit, Max became known for his thoughtful approach to leadership, insights he captured in his book, Do Better Work. He’s had a front-row seat to the highs, lows, and daily challenges that startup founders and leaders face. In this episode, Max breaks down the countless relationships that shaped both Lessonly and Do Better Work.
Mike, the CEO and Founder of Visible, had an opportunity to sit down and chat with Max. You can give the full episode a listen below:
Spotify Link
Apple Link
What You Can Expect to Learn from Max
How the mission and vision for Lessonly came to life
How mentors helped shape decision-making and strategy in the early days
The advantages of having a strong network
What it means to lead with vulnerability
The importance of aligning with investors and partners
Stay up to date with the Thrive Through Connection Podcast by subscribing wherever you listen to your podcast. You can find links to your favorite podcast hosts below:
YouTube
Spotify
Apple
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