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Playbooks

The sessions behind the site

LAST REVIEWED 2026-09 · TRANSCRIPT BATCHES: DEC 2025 – SEP 2026

Every playbook synthesizes one or more live sessions. This index shows where each page’s material came from — speakers identified by role, per our sourcing policy.

Expert sessions

Section titled “Expert sessions”
DateExpertSession focusFeeds
Dec 2025Fractional PR agency founderDIY PR and founder narrativeDIY PR
Dec 2025Fractional CFO, ex-head of a ~50-person CFO practiceData rooms and financial controlsData rooms
Dec 2025Startup immigration attorneyFounder visas under policy changeFounder immigration
Jan 2026Startup securities attorney (15 yrs)Equity comp: RSAs vs. optionsFounder stock, Options & pools
Jan 2026Same attorneyEquity comp deep dive, 409A, advisorsOptions & pools
Feb 2026Serial founder, multiple exits, P&Ls to ~$300MBuilding executive teamsExecutive team
Feb 2026Partner, national venture law firm (~19 yrs)SAFEs vs. notes vs. priced roundsSAFEs vs. notes
Mar 2026Startup securities attorneySAFE conversion mechanics and dilutionSAFEs vs. notes, Exits
Mar 2026AI marketing agency co-founder + head of growthAI-powered marketing for lean teamsAI-era marketing stack
Apr 2026Multi-exit SaaS founder ($75M+ ARR companies)The SaaS repricing and AI-era GTMSaaS repricing, Pricing
Apr 2026GP, pre-seed micro-fundHow micro-VCs decide; running a raiseHow seed VCs decide, Running the raise
Apr 2026Founder & revenue-podcast host (0→$1M ARR in months)Customer development as a sales funnelCustomer development
Apr 2026Managing partner, deep tech seed fund (~$300M AUM)Evaluating AI startups; moatsHow seed VCs decide, Data moats
May 2026Partner, mission-driven seed fundSeed traction bars; data-as-moat thesisHow seed VCs decide
May 2026Startup marketing agency founder (clients raised $250M+)Live landing-page teardownsLanding pages
May 2026Startup securities attorneyTerm sheets, red flags, cap-table mathTerm sheets
May 2026Exited founder; fundraising office hoursPre-seed tactics; first contractsRunning the raise, First customer contracts
May 2026Exited consumer-marketplace founderFounder storytelling; selling the companyRunning the raise, Exits
May 2026Two patent attorneys, IP boutiquePatent eligibility for AIPatents & IP
May 2026Startup immigration attorney & authorF-1/OPT/H-1B/O-1 pathwaysFounder immigration
May 202620-year enterprise CIOSelling to CIOs and CISOsSelling to the enterprise
May 2026Startup securities attorney83(b), vesting, pools, SAFE mathFounder stock, Term sheets
May 2026Member roundtable (anonymized)Data flywheels; early-customer proof pointsData moats, First customer contracts
Jun 2026Head of a bank venture-lending practice (~21 yrs)Venture Debt 101Venture debt
Mid-2026Serial founder, category-defining e-signature companyPricing and packaging deep divePricing and packaging
Mid-2026AI marketing agency co-founders + head of growthGTM for AI products; disrupting gatekept industriesMarketing an AI product, Pricing and packaging
Aug 2026Serial founder, category-defining e-signature company“Before you build it”: validation methodologyValidate demand before you build
Aug 2026Sales leader who built a public ed tech company’s mid-market teamTurning early traction into a repeatable sales motionRepeatable sales motion
Aug 2026Co-founder, deep tech seed fund (3 exits, engineer)Finding your first angel checkFirst angel check
Aug 2026Founding partner, Seattle pre-seed fundLive pitch-deck teardownsThe pitch deck, torn down
Sep 2026Three-exit founder, exit-readiness advisorHow and when to exitRunning the exit process, Exits
Sep 2026Venture partner and former enterprise seller (Workday, Microsoft, SAP)Converting a paid customer pilot to a purchase orderPilots that convert, Selling to the enterprise, Pilot vs. paid contract, Buying committee

What’s coming

Section titled “What’s coming”

The sessions continue weekly. Topics recorded or scheduled that will deepen this site next: modern GTM tooling, contract negotiation and objection handling, pricing strategy, and when (and whether) to raise at all. If there’s a topic you want covered, FounderNexus runs the room where it gets answered.