Marcos Rivera

Advisory boards have been pivotal throughout my career, and this new report from the Boardstream team is a must-read. It’s packed with actionable insights on how to build and leverage an advisory board that truly drives impact and growth. Well done, Evan Kraut and Marina Ilishaev! 👉 https://lnkd.in/dPTAS4-Y #AdvisoryBoards #CAB #Leadership #Boardstream #WhitePaper

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When you hire someone in a new state, do you need to register to do business there when you use a PEO? If you ask most PEOs, they would say, "Yes - you should also register your entity with the state if you have employees there." But why? Technically with a PEO you are "co-employing" people. Typically PEOs don't handle foreign registrations or secretary of state filings for your entity, so that's on you. If you're not registering in a new state is because you don't know how or don't have time, Discern makes it extremely easy. You can complete your foreign registration filing in a few minutes directly out of our product. I don't know if I fully realized it when we were building the product, but it is by far one of our biggest points of value add for companies growing across state lines. Registering in a new state is a shockingly annoying process to do on your own. You typically need to get a certificate of good standing before you can even file, and sometimes the filing involves publication requirements where you need to advertise your foreign registration in an actual newspaper. We handle all of that behind the scenes. All you do is complete the digital form in Discern. IFYKYK

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My colleagues at BIP Capital work hard to meet the private market investing needs of HNWIs and the RIAs who serve them. The potential for compounding returns is a critical consideration, so we've put together a short, straightforward explanation of what they are and how they work. We also want to help our clients understand how evergreen funds like the BIP Ventures Evergreen BDC encourage compounding returns. Because they offer patient capital and reinvestment opportunities, evergreen funds can move high-performing portfolio startups to optimal outcomes. That's good for investors who are willing to take a longer view. If you want to get the inside knowledge on this important topic, check out our "Expert Guide to Compounding Returns with Evergreen Funds." https://lnkd.in/efXAbibV BONUS: If you're an RIA, join us for a brief informational session tomorrow (June 11th) at 2:00 pm EST. You'll get useful information from some of the most seasoned, intelligent authorities in private market investing. Mark Flickinger Phil Davidson #CompoundingReturns #EvergreenFunds #WealthManagement #LongTermInvestment #PrivateEquity #HNWIs #FamilyOffices #RIAs #BIPCapital #BIPVentures 📣 BTW, webinar seats close EOD today, so grab yours now. (Shhhhh.... if you miss it, DM me and I'll be glad to help you out.) https://hubs.ly/Q02B7zL40

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Our latest article, "5 Habits to Break for Enhanced Financial Growth in 2025," offers game-changing insights for CEOs and founders looking to elevate their financial strategy. Discover: ✅ Outdated practices holding you back ✅ Innovative approaches to financial management ✅ Strategies to future-proof your business finances Don't let old habits limit your growth. Read now and position your company for unprecedented financial success in 2025 and beyond. [https://lnkd.in/dyZiJvRT] #FinancialGrowth #BusinessStrategy #CEO #2025Planning Joan ⭐ Sebring Ted Lane, CTP Alex Vantarakis Tricia Benn Jeffrey Hayzlett Linda Fisk Sheila Rondeau Don Williams Scott Schilling Rob Bliss Amy Johannesen Tom Bronson Leonard Lynskey Damon Pistulka √ Tom Hawes Steve Conwell, MS, PCVB Chris Goade Michael King Scott Griffith Preston Graham Tim Spiars John W. Rogers, Jr. Bill Wallace Mark Mitford - MBA, MA Matt Durrette Jeff Bradford Michael Madden Mike Gullatt Steven Guilfoile Jeff Giddens Tommy Glenn Scott Friedman Jeff Joyner

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🌱 For founders taking on venture debt, covenants are the fine print you cannot afford to ignore. 📃 They set the boundaries for how you can operate and manage your company’s finances. If you don’t play by these rules, the consequences can be pretty dire. It’s all about negotiating terms that align with your startup’s financial health. Be sure to read the original post by Kruze Consulting to get the full breakdown. Link in the 1st comment. 👇 #StartupFinance

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118 VCs (one hundred eighteen!) are gathering in San Diego next week - to meet with 30 SD startups. But it's so MUCH bigger than just those 30 co's. It brings VCs back - when they see quality companies. It helps those who are next-in-line and adjacent. It enables us to send deal flow all year 'round. It attracts talent and other companies. It inspires entrepreneurship. Connect is working for SD. Together, we're building the best damn innovation ecosystem on the planet. Year over year. Five.Ten.Thirty.

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Are wellness companies going to suffer as a result of the "PE Ozempic Diet" and have limited exit options as more Americans adopt GLP-1s? What about healthcare companies? Private Equity has also played a big role in funding healthcare service companies which may be similarly impacted as patients need less medical care [i.e. Primary Care, Specialty Clinics, Emergency Departments, Hospitalizations and Diagnostics]. On the flip side, GLP-1s could be the catalyst that gets more healthcare providers to accept more health risk and enter value based contracts. Value based contracts generally pay providers a flat rate per member per month, adjusted for the health risk of the insured population. If the health risks of the population decline, the payment decreases which means, widespread GLP-1s could lower healthcare costs for an entire population. How do consumers/patients benefit? Healthcare consumers would pay less for health insurance because the plan pays less for care. The lower cost of care means people pay less out of pocket in terms of co-pays and hopefully, deductibles and annual maximum. Healthcare may become affordable to the uninsured and underinsured. The questions that remains is whether the cost of GLP-1s will be low enough to facilitate widespread adoption and whether there are any long term issues that will negate the potential savings. #wellbeing #innovation #healthcare #transformation

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🌟 Join Crane’s Exclusive CXO Advisory Board! 🌟 What Scott doesn’t mention below is that the “Fill in the Blank” survey is the path for enterprise tech executives to apply for a spot on Crane’s CXO Advisory Board, where your expertise will directly influence and shape the future of technology startups. To be considered, simply complete our “Fill in the Blank” survey. #CXOAdvisory #EnterpriseTech #TechLeadership #Innovation #CraneVenturePartners #FillInTheBlank #TechFounders

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Last week's dinner co-hosting experience with Builders was a transformative journey, reminding me of the profound impact conversations can have when they evolve into action! Rewind to Pavilion GTM 2023: a serendipitous encounter with Seba Dominguez at a whiskey tasting sparked a strong connection, revealing shared business models, career paths, and personal backgrounds. Fast forward to May in Austin, where Christopher Gannon and Seba's bond strengthened, igniting the idea of hosting a dinner in NYC. When we connected again, the plan came together quickly. Venue Booked ✅ Invites sent ✅ No worries ✅ As someone who had previously only been an attendee of dinners, doubts crept in about orchestrating such an event effectively and efficiently. Yet, Seba's infectious can-do attitude propelled us forward. The evening unfolded seamlessly, with 12 of us gathering at Catch 🐟 to share not only a delicious meal but also candid conversations about our families, favorite restaurants, and the challenges of navigating early start ups. It was everything a dinner should be: effortless and enriching. Three main takeaways for me: 🤝 The Power of Community: Witnessing founders rallying around one another, offering support and encouragement only after just having met, was nothing short of inspiring. 🙌 People Want to Help: By being open and vulnerable, we unearthed unexpected commonalities and discovered innovative solutions to shared challenges. 🌟 Just Dive In: Sometimes, you have to take the leap and trust that the evening will unfold naturally, paving the way for meaningful connections and collaborations. While I regret not capturing the moment with a 📸, I was happy to be fully present. I'm eager to cheer on the incredible individuals I met as they embark on their respective journeys, fueled by the momentum of our shared experience. Amazing to chat with everyone Amy Wu Shannon Wu Jane Tran Kiet Tran, FRM Rom Carmel 🚀 Fernanda Baggio Aaron Surloff Jack Winston Dani Van de Sande Andrew Joseph Sam Schwager Here's to more words evolving into action and forging deeper connections within our entrepreneurial community. #CommunityPower #ActionSpeaksLouder

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Buyers crave simplicity in their decision-making process. Enter buyer enablement: the key to providing consistent, helpful information across all channels. This approach not only guides our customers through their buying journey but also positions marketing at the core of our organization's strategy. How have you or your business evolved to meet the changing needs of today's buyers?

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Are you a start-up founder looking for your first VC money and a ton of guidance from GTM experts to get your revenue engine going? See below to apply to Stage2's Catalyst program - applications are open now. The insights you'll get from GTM experts will be transformative.

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Commercial integration is harder to plan and execute than most items on a post-merger integration checklist and critical to value creation. It’s technically difficult — for example, in bringing CRM systems together. It’s analytically difficult — in understanding where profitability truly lies in the new company. It’s socially and psychologically difficult — affecting sales and service teams, company culture, and customers. Because it is all these things, it requires a seasoned team of leaders, not just analysts. When a team gets it right and proactively pushes clear and interconnected work streams early on between signing and closing, it can cut the interval between good intentions and tangible results in half. And that really matters.

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The CRO / CFO alliance is the secret weapon of B2B companies. Listen to this profoundly important conversation with Eric Steele and Larry Earl from SIB Fixed Cost Reduction. The new mandate is Profitability, Growth and Cost Efficiency. PE should be evaluating all of their investments based on this alignment and competency.

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Excited to announce our partnership with Kyle and Evan via our investment in Two Boxes 📦📦 - a company focused on streamlining returns processing for 3PLs and self-fulfilling brands. I believe they are currently one of the most dynamic start-ups in the reverse logistics sector globally. 🌎 The importance of properly managing free returns deeply impacts ecommerce brands - especially given that online merchants currently face average return rates of 20% to 30%. Two Boxes' workflow software and hardware solution streamlines the returns process for 3PLs and brands, turning costs into potential profits. 💰 By providing deep and actionable data on returns, Two Boxes helps merchants identify fraud, improve sustainability, and reduce inventory costs. As Two Boxes becomes the returns processing hub for 3PLs and brands, our team at Assembly Ventures is excited about their potential to deliver tremendous value today while expanding into other areas like recommerce and outsourced returns services. Excited to move the world with our new friends at Peterson Ventures, Vinyl Capital , Range Ventures, and Matchstick Ventures as Two Boxes executes on their mission to make returns an asset instead of a liability. #twoboxes #assemblyventures #movetowin #movetheworld #petersonventures #siliconvalley #detroit #berlin #beyond

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To scale your business successfully, it is important to learn from great leaders who were able to take a company beyond the startup phase through team empowerment. Noel Goggin is a great example of this, and CSQMag writes that he focused on talking to his customers to determine their needs. By being connected to his consumer base, he was able to come up with great solutions to their needs and build trust that he wouldn't have otherwise had. #Scaling #Growth #Leadership

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My friend is hosting a webinar for #startups on using a Fractional CFO. Details below.

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𝗖𝗮𝗹𝗹𝗶𝗻𝗴 𝗮𝗹𝗹 𝗩𝗖 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀! As #platform roles continue to grow in #VC, providing critical value in areas like #talent, #ESG, #PR, #Marketing, and founder #community building, it’s essential to understand how these roles are evolving. The VC Platform, the largest global network for platform professionals, is running its annual #CompensationSurvey. This is your chance to contribute valuable insights into the compensation landscape for platform roles. 👉 https://lnkd.in/eFyk9Mmj Results will be shared later this year by Joshua Goodfield and 💫 Dan Holahan

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