Scale By Numbers

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💡WHO WAS OUR GUEST: Francesca Puccinelli | Partnerships | Carta 

💡HOW TO CONTACT CARTA:  Website | LinkedIn

💡WHO IS CARTA AND WHAT DO THEY DO: Carta helps companies and investors manage their cap tables, 409A valuations, investments opportunities, and equity plans. Within one platform Carta offers everything needed to manage equity, in real time from Cap table management, 409A valuations, and Liquidity assistance. They offer plans that will grow with founders from start-up to IPO and beyond.

💡WHY USE CARTA: The common theme for the members of our Start-Up Stack is that founders need one source of truth for all of the functions within their business.  Equity is complex, and ever changing and Carta has become the truth center for founders and their cap tables.  The Carta platform automatically keeps cap tables up to date with little effort.  

💡WHAT MAKES CARTA SPECIAL: Carta is special because they are a network company.  Cartas mission is to " create more owners, and equity for all." The Carta internal team, and customer service team are client focused 100% of the time, and Carta has become is extremely agile in understanding the nuances of equity in an ever changing market.

💡WHAT IS NEW FOR CARTA: Carta recently launched a new product called Carta X. CartaX essentially allows companies, employees and investors to access liquidity without waiting to go public.

 💡WHAT PROBLEM DOES CARTA X SOLVE: Companies are staying private longer.  Previously this was an issue for private companies because  shareholders were not able to access  liquidity without the company going public, and companies were forced to choose. Companies are able to handpick who will be on their cap table. Founders can optimizes their portfolio and expand their investment opportunities, and employees who join Carta X will be able to access their liquidity within the company and diversify their portfolios sooner.  

🚀HOW CAN CARTA HELP YOU YOUR BUSINESS SCALE: Carta will scale with a company. They offer free cap table plans for those who are just getting started, plans when you are IPO ready with advanced equity management and features and service to prepare you for liquidity, M & A, and IPO. And, of course, for the late-stage private company, they now have

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Learn Business Growth Strategies

Scale By Numbers Podcast

💡WHO WAS OUR GUEST: Jon Osterburg | VP of Sales and Marketing | Jitasa | Non-Profit Accounting Firm

💡HOW TO CONTACT JITASA:  Website | LinkedIn

💡WHO IS JITASA AND WHAT DO THEY DO:  Jitasa is the largest national, non-profit dedicated accounting firm. They do not work with any other organizations--just non-profit organizations. Non-profit organizations require a specific style of support and accountants with a particular type of training and non-profit accounting skills compared to different sets of clients.

💡WHY DOES JITASA FOCUS ON NON-PROFIT ACCOUNTING: Many larger or regional firms will work with non-profits, as well as other types of clients. But what ends up happening is the different sets of clients may become more profitable. Over time, the non-profit organizations will become underserved and will not be looked after and initially did.   

💡THE JITASA MISSION:

• Conscientious.  We believe in the business of doing good, it's our principled passion. That means our daily lives are governed by our sense of what's right. We are conscientious to those around us – our cube mates, our bosses, our clients, and our suppliers.
•  Disciplined. We believe that enabling others to do good means being smart and realistic about what you can do today, tomorrow, and the future. It means planning. It means knowing exactly where you stand and what lies ahead.
• Gracious. We believe in order to do good, you have to accept people as they are. We maintain grace with ourselves, our clients, and those around us. We recognize the good in everyone, support our community, and pay attention to each other.

💡WHAT MAKES JITASA SPECIAL:  Jitasa is 100% outsourced, and remote so they do not ever get to meet their clients. They build a personal rapport with their clients but set clear expectations from the beginning of the engagement--it's the number one priority for both the sales team and the accounting team.

🚀HOW CAN JITASA HELP YOU YOUR NON PROFIT AS YOU SCALE: Each organization's needs are unique. Jitasa creates custom proposals for every organization based on their specific needs--they can "slice and dice" any service needed. This is very important for non-profit organizations because each organization has particular complexities, and the "one size fits all" approach will not work. As the organizations grow, they can slowly add on services around their needs to ensure all gaps are filled. 

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🌲TAKE ACTION:  If you are interested in being a part of the Vanreusel Ventures Forest, please reach out and let us know; we will gladly send you your very own tree kit!   

WHO WAS OUR GUEST: Andrew Frankland | Director of Operations | ForestNation
HOW TO CONTACT ForestNation:  Website | LinkedIn

🌲WHO IS ForestNation: ForestNation is a marketing company that provides environmental marketing services centered around reforestation in deforested areas like Tanzania, Haiti, Ethiopia, Kenya, and regions in South America.  ForestNation offers branded sustainable products and options for companies that support the environment, is fully sustainable, and adds an educational piece that engages all involved with reforestation as an action.  The ForestNation mission is to reforest Mother Earth and motivate audiences to grow and plant their own trees. They do this by "creating products and services like tree planting kits that help you achieve your own goals, which results in more trees being brought to life.  "

🌲WHAT DO THEY DO? With every item purchased and action taken on their website, ForestNation will plant trees in areas hit hard by deforestation and industrial agriculture. Through this program, they focus on generating sustainable livelihoods in developing countries with a goal to "stimulate local economies; develop leadership roles for women; and create a brighter outlook for future generations."  By default, organizations that work with ForestNation help not only their own communities, but contribute significantly to the greater good.

🌲WHY ENVIRONMENTAL MARKETING:  The marketing world is a key driver towards negative environmental and social impact.  Within the US alone, promotional products are worth appx 25 billion. When you look at promotional products like hats, pens, USB Sticks, --most branded products end up in the trash and are not biodegradable.  From creation to getting to the landfill, we have had to use fossil-fuel generated plastics and products.   Once the item makes it to the landfill, we are looking at a negative ROI for the company that purchased it and a 100% negative impact on the environment.  

🌲HOW CAN FORESTNATION HELP YOU AS YOU SCALE: When you engage your customers and audience members in the full circle of sustainability from planting to growth to harvesting, you create a "full arc of awareness " and education that goes all the way through to the company.  The benefits created from engaging your audience to plant a tiny seed- creates a uni

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Scale By Numbers Podcast

Vanreusel Ventures is a member of several networking groups in San Francisco, and one of the main questions we get is "what is the best payroll provider or HR software?  There are so many options, that it can be hard for a smaller business to choose one.  They have different setups, and need different features. In this week's Scale By Numbers podcast episode, we take a deep dive into Rippling with their Lead Channel Account Executive Joel Lacayo.  Joel discusses what makes Rippling unique, how they support companies throughout every stage of their business and what they have in store for the future. Rippling is more than just a payroll provider.  They are set up to grow with your company, and include a high level of automation, and API integration for over 500 apps.

WHO WAS OUR GUEST: Joel Lacayo is the Lead Channel Account Executive at Rippling. 

HOW TO CONTACT JOEL:  Website | LinkedIn

🔥WHO IS RIPPLING: They are a younger company founded in 2016 and headquartered in San Francisco. Rippling is an excellent payroll and HR platform that has taken technology integrations to the next level. They manage employee payroll, benefits, apps, onboarding, and more. They are one of our startup stack partners. We use them internally, and we have clients who use them and are very grateful for what they provide with regards to automation. They automate manual work like onboarding new hires.  "In just 90-seconds, a company can set up an employee's payroll, health insurance, work computer, and third-party apps, like Gmail, Microsoft Office, and Slack." - Rippling.com 

🚀HOW CAN RIPPLING HELP YOU AS YOU SCALE: Rippling focuses on being the one source of truth for employee information, increasing efficiency and accuracy, and decreasing human entering of information and interaction. When one piece of data is changed, that triggers Rippling to make changes to all the other departments for you. It will check for compliance, accuracy and alert the necessary people for actionable tasks. Ultimately, this automation will add the bandwidth that your People Ops and HR team need to create an accurate, automated and compliant HR machine. 

🔥WHAT'S RIPPLINGS SPECIALTY: The system is centered around a-la-carte products based on where YOU are in your business journey. The platform can expand as you add to it. You start with the foundation--that's the employee management system. Then you build out your plan based on where you are in your company. Smaller companies may only need Employee Management and Payroll. In comparison, medium-sized companies may need to add on benefits and our ATS system. But then, for those larger companies, they can build a very sophisticated model to support every aspect of their people ops, pa

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Scale By Numbers Podcast
On our kickoff episode of the ‘Scale by Numbers’ podcast, David discusses common founder issues and the legal complexities of becoming a scaling and successful business founder. He tells the story of how he has grown as a corporate attorney in San Francisco and why he loves going to bat for his clients.  VLP Law Group specializes in helping businesses close deals and getting investors to invest in companies. Without a clean back story, “you will make it easier for investors to say no.”  He shares tips on a few common founder questions and always recommends that founders gain support from a corporate attorney rather than turning to google for help!
WHO IS OUR GUEST: David Goldenberg is a corporate attorney and founding partner of VLP law group
HOW TO REACH DAVID : Website |  LinkedIn
HOW CAN A CORPROATE ATTORNEY HELP YOU SCALE: David has built a practice at VLP which allows him to represent clients using a team approach where clients receive his direct attention on critical matters while still maintaining an efficient service for more everyday items.  VLP Law Group is a founder-friendly group whose main goal “is to parachute in, to learn very quickly what it is that that’s your priority.” David says. He gives clients the personalized insight they need to make crucial decisions, and advocate for them to achieve their goals.  David’s twenty-plus years of working with 500 companies have taught him to pinpoint the risks instantly and protect his clients from those risks.  “You don’t know what you don’t know,” and Clients don’t see the 20 years of filter that he has when putting together contracts, term sheets, and stock option agreements. People choose David for his team with billion-dollar deal experience and focus on practical legal solutions.

WHAT’S VLP’s SPECIALITY: VLP law group helps companies of all sizes raise capital and general business matters.  They also assist with exit transactions, whether that’s a merger or acquisition. They work on things like setting up a new company, joint ventures, equity investments, website, privacy policy, terms of service, significant customer agreements and selling your company at the end.

SHOULD YOU GO IT ALONE:  If you are not good with paperwork and don’t like detail, it’s best to hire an attorney to do it for you.  When you are trying to raise money, investors will say no to you if they don’t understand the backstory.  It’s easier to start from the back and move forward than the other way around.  

ATTORNEYS ARE NOT MIND READERS: David states it’s vital to set clear goals and objectives for your corporate attorney so they can focus on adding value in the right ways.  Always remember, as a founder, it’s your company, not the attorney’s company.  Your attorney will

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