Personal Liquidity Becomes Valuable as Your Company Grows
Founders often ask us if it's bad for them to take personal liquidity as part of a transaction. Early on in your business, it might not make as much sense for an investor to provide liquidity, but as your enterprise value grows, it can be a great opportunity for you and your business. Take a look at the article our team put together on the matter: https://lnkd.in/gH8d-eDF #liquidity #founders
AI Triggers SaaS Re‑Rating, Not Collapse – Reassess Now
A lot of software founders are understandably rattled by AI right now. The headlines are loud, buyers are asking different questions, and the criteria for what makes a fundable or sellable business has shifted in a short period of time....
39 | SaaSpocalypse? How AI Is Reshaping Software M&A
The episode tackles the so‑called “SaaS apocalypse,” exploring how recent generative‑AI breakthroughs—most notably Claude’s legal‑vertical launch—have rattled private software valuations and reshaped M&A dynamics. Host Mike Lion and AI‑focused advisor Jeff Coons argue that the market’s panic is a short‑lived...
Sell When You're Thriving, Not When Growth Slows
Many founders wait until growth slows before thinking about selling or raising capital, but the irony is: buyers and investors are often most interested when a business is performing at its best. In this episode of Vista Point Advisors The...
38 | The Entrepreneur's Dilemma: When Should You Sell or Raise Capital?
The episode of “Path to Exit” tackles the entrepreneur’s dilemma—when to sell a thriving software business or raise new capital. Host Mike Lion and Vista Point MD Jeff Coons explain why timing a liquidity event matters more than the eventual...
Maximize Founder Leverage After Buyer Diligence, Avoid Early Exclusivity
At what point does a founder have the most leverage in a transaction? The point at which buyers have completed all their diligence, fully understand the business, and can close on a rapid timeline. This is when you can extract...
Partial Recap During Growth Boosts Valuation and Upside
Because founders are famously optimistic about the future of their business, selling their company during a growth phase may feel like giving away too much upside. A couple things to think about in this case: 1. A liquidity event is...
Spin.AI Secures K1 Investment, Accelerating Growth
Congrats to Dmitry Dontov , Helen Yevtushenko , and the Spin.AI team for their recent investment by K1 Investment Management . Best of luck as you kick off the next stage in your journey. Glad we could help. Check out...
Watch for Conflict: Banks May Favor Repeat Buyers
If you're a founder considering hiring an investment bank to help sell your business or raise capital, you need to do your diligence to make sure the bank doesn't have any conflicts of interest. Commonly, M&A banks will represent companies...
Leading M&A Advisor to Founder-Led Software Companies | Vista Point Advisors
Vista Point Advisors positions itself as a dedicated M&A advisor exclusively for founder‑led software companies, offering sell‑side only counsel that eliminates the typical conflicts of interest found at traditional investment banks. The firm emphasizes an aggressive sales process driven by its...
Sell During Strong Growth, Not Market Uncertainty
We spend a lot of time at Vista Point walking founders through the considerations around WHEN to pursue a liquidity event. While external factors like the state of your vertical market are certainly important to consider, the first and foremost...
Selling Your Business Can Accelerate Its Growth
Selling your business may be the best way to help it grow. Hear what Smita Bakshi, co-founder of zyBooks, has to say on the matter: https://lnkd.in/efcrW6dN #mergersandacquisitions #startupexits #investmentbanking #saasfounders #software #saas #tech #founders #pathtoexit
Pick the Right Sale Type for Your Exit Goals
How much of your business do you want to sell? Should you pursue a minority, majority, or full sale transaction? Founders looking to exit or raise capital have to decide which is the best path to achieve your goals, both...
Founders Beware: ROFR Clauses Can Block Future Exits
For minority investors to include protective provisions within their purchase agreements is common practice, but one provision that founders should be particularly aware of is the right of first refusal (ROFR). A ROFR clause places an obligation on the company...
Multiple Bidders Boost Leverage, Valuation, and Deal Success
A competitive sales process includes multiple buyers bidding against each other, each investing considerable time and resources to win the bid. This competition increases: * Your negotiating leverage * Your valuation * Your probability of a closed deal #founders #pathtoexit
