All Stage



Deals

These active deals match one or more of the preferences you've set in your investor profile

These deals have moved through the dealflow process and are nearing a close.

These active deals have tags which match my preferred deal tags

The following deals are currently active in our pipeline with the newest deals at the top. This list does not include deals on which you've expressed negative interest

You have expressed positive interest in the following active deals created in the last month

These deals are part of companies which overlap your chosen industries.

Deals

My Fundraising

Ask your network...

Your investors and others in your network are often looking for ways to support the business. Leverage your network as you fundraise, build your business, and grow the team.
Created Ask

Investor Groupings

Investor groupings are ad hoc labels that can be used to roll-up 1 or more of your invited investors.
These investor groupings allow you to more tightly manage access to your deal material

Investor grouping list
Setup Investor grouping mapping
Investor Grouping Investor Creation Date Delete
Investor Investor Grouping Creation Date Delete

Subscriptions

Showcase is a hub for a founders to more closely engage with investors, during fundraising and beyond.
The product empowers founders and investors to streamline the process, and collaborate, creating a win for both sides.

Standard

Available to all founders!
Deal detail
Video intro
Team bios
Invite teammates to deal
Invite investors to deal
Invite investment group to deal
Share deal with public
Share deal via QR code
Data room
Q&A
Voting
Feedback
Commitments
Invitee asks
Data room analytics
Advanced data room permissions
Deal sharing by investors
Deal access analytics
Deal invitee notes/CRM
Notifications on new deal investors

Plus

Monthly Invoicing
$18/mo
Annual Invoicing
$150/yr ($12.50/mo)
Deal detail
Video intro
Team bios
Invite teammates to deal
Invite investors to deal
Invite investment group to deal
Share deal with public
Share deal via QR code
Data room
Q&A
Voting
Feedback
Commitments
Invitee asks
Data room analytics
Advanced data room permissions
Deal sharing by investor
Deal access analytics
Deal invitee notes/CRM
Notifications on new deal investors
Subscription Period Amount Due Amount Paid Payment Date
Quick Vote

My Draft Deals


My Portfolio

Community Portfolio

Holdings
Deal Exec Team Date Amount Count Avg Investors
Holdings Growth





Status boxes here

Submission Quarter boxes here

Industry boxes here

Location boxes here

Source boxes here

Deal lead boxes here

Instrument boxes here

Founder attributes boxes here
Our
Deals

Member Similarities

Deal Status

Deal Screening

The screening committee screens deals to determine if the opportunity should enter the dealflow.

Please provide your recommendation if this deal is appropriate for the group. If it enters the dealflow, you'll have an opportunity to express your own level of interest in the deal.

Company Attributes

2 Applies for this company
2 Does not apply for this company
2 Unknown for this company
Deals
Number of founders
Solo founder?
Has trans founder?
All trans founders?
Has female founder?
All female founders?
Has male founder?
All male founders?
Has founder w/o college degree?
Has BIPOC founder?
All BIPOC founders?
Has veteran founder?
All veteran founders?
Has disabled founder?
All disabled founders?
Has first-time founder?
All first-time founders?

Showcase Coupons

Created
Coupon Code
Redemptions
Month duration
Expiration Date
Note
Sponsor

Deal Analytics
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Dealflow

Monthly Activity

Investment Count Histogram

This chart shows the distribution of investment activity. Our members have participated in a varying number of deals and this chart allows us to review how many members have made many or few investments.
Stats by Industry
Industry Total Deals % of Deals Funded Deals Funding Rate Funding Amount % Total Funding Avg Deal Size Avg Days to Close Voting Feedback

Stats by team makeup
Attribute Total Deals % of Deals Funded Deals Funding Rate Funding Amount % Total Funding Avg Deal Size Avg Days to Close Voting Feedback

Stats by Valuation Cap
Valuation Cap Total Deals % of Deals Funded Deals Funding Rate Funding Amount % Total Funding Avg Deal Size Avg Days to Close Voting Feedback
This report does not distinguish between pre-money and post-money valuation caps

Stats by Quarter
Quarter Total Deals % of Deals Funded Deals Funding Rate Funding Amount % Total Funding Avg Deal Size Avg Days to Close Voting Feedback
Tax Preview
The analysis below are indications of anticipated tax events for deals based on various factors (i.e. investment date, instrument type, exit date)
K1 expected in tax year
K1 not expected in tax year


Deal Instrument Investment Amount

Deal Instrument Investment Amount

DISCLAIMER: All Stage, Inc. and its affiliates do not provide tax, legal or accounting advice. This has been prepared based on facts provided by the investment group, is for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. Tax law is subject to continual change, at times on a retroactive basis, and may result in incremental taxes, interest or penalties. Should the facts provided by you be incorrect or incomplete or should the law or its interpretation change, the analysis may be inappropriate. All Stage, Inc. is not responsible for updating our analysis for changes in law or interpretation after the date hereof. You should consult your own tax, legal and accounting advisors before making decisions regarding your tax filing obligations.

Pronoun boxes here

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Location boxes here

Referrer boxes here

Expertise boxes here

Industry boxes here
Group Members

User Status Investments Commitments Votes More

Cross-customer Tools
total platform users
Customer ID Name Type Email Activity Join Date
total platform deals
Customer Company Deal ID Deal Activity Submission Date
Customer API Key Member Invitation Link Deal Creation Link
Workspace Member Investors Invited Investors Founders Admins Pronoun e Last Updated
FEATURES PRIVACY
Customer Deal submission Voting Deal feedback Commitments Member portfolio Group portfolio Member listing Member following Founder Q&A Founder sharing Allow data download Investor inviting Investment group sharing Highlight new members Show negative votes Investor names Voting activity Feedback activity Commitment activity Investment activity Include example deals Last Modified


Newsletter

Member Comparison

BETA: Compare the deal voting of members

Ops team tools

Invite New Member PortCo Founders Activity Stats




Invite New Member


Portco Founders
Investment Company Deal Email
Votes by Member
Member Yes Maybe No Total Positive
Votes by Deal
Deal Yes Maybe No Total Positive
Followers by Deal
Deal Followers







Activity by Member
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Portal Activity Log


Be patient...

Who Action Type What When
Member Payments
Deal Tags

Deal tags are ad hoc attributes that can be used to categorize deals for purporses of special handling, filtering and display within the product

Tag Deals
Investor Blocks

Investors blocked from a deal will not see any reference to that deal in the portal

Deal Blocked Investor Reason Block date Delete
Blocked Investor Deal Reason Block date Delete

Info for Members

Investor Updates Lead a deal Refer a member TBD Angels online Bluesky Fees


Latest Investor Update by Deal
60 - 120 days
 
120 - 180 days
 
>= 180 days
 
Deal Last Update Investment Date Deal Lead
Provide Feedback

TBD is a member-run organization and relies on members input for our collective success. Members can share feedback in several ways

  1. Email / message any individual operations team member
  2. Email operations team: [email protected]


Lead a Deal

Do you want to engage with entrepreneurs and fellow TBD members? Leading a deal involves helping shepherd a deal throughout its lifecycle from initial pitch meeting to the closing

  • Deal Lead Playbook: Detailed steps involved with leading a deal through the investment process
  • Deal Lead Quick Checklist: Quick set of steps for members experienced in leading deals
  • Deal Lead Training, May 21, 2021 (Pitch Video || Deck): The process team provides a full walk through of the deal process with Q&A. Recommended for anyone who has or might want to lead a deal
  • #tbd-deal-leads: Ask questions about the deal leading process in this dedicated Slack channel
  • Sample diligence questions: This includes some common questions. Feel free to use these as a baseline in your conversations with the founder. Suggest additional questions if you have some!
  • Example Deal Memos: Feel free to use any of these past deal memos as a template for the investment brief that you'll share with the membership
  • Outside investors: Our deals often include 1 or more investors who are not members of TBD Angels as part of an effort to increase the TBD participation in the deal, to include more value-add investors on the TBD investment, and/or to allow a founder's individual minor investors to be part of our SPV.
    • Deal leads can issue an invitation to the deal in our portal (Send invitations from the tools tab of the deal page)
    • Will have access to just that deal and will not have visibility to the names of TBD investors, but will be able to review the deal, access deal material, vote, provide feedback and make commitment
    • Must be accredited
    • Can live anywhere in the world
    • All investors on the SPV (TBD members and invitees) share the various SPV costs pro-rata (approx $4000 -- SPV platform fees, blue skies, etc) and up to 5% carry


Refer a Member

Do you know any angel investors passionate about collaborating with startups?

  • Criteria for members
    • Experience of operators / entrepreneurs / experienced industry professionals
    • Help TBD Angels meet one or both of our goals:
    • Collaborate within the group to create value through collaboration
    • Assist our portfolio companies as they build and scale their companies
    • Endeavor to invest in one or more companies each year
    • Must be accredited
  • Expectations of a member
    • Contribute and extract learnings with the group through participation
    • Informally be an external voice for the group
    • Be responsive to other TBD Angels & founders
    • Aim to invest in at least one deal per year
To refer a great candidate, complete this form to send information about ther referral to the ops team


Follow TBD Angels online


Bluesky Fees
State Fee