Playbooks
Alumni Recommendations
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This article provides deep analysis and insights into the concept of learning processes, particularly within manufacturing and sales. This article also highlights the importance of the sales learning curve as a framework for helping managers and investors develop thoughtful launch strategies, plan resource allocation more accurately, set appropriate expectations, avoid disastrous cash shortfalls, and reduce both the time and money required to achieve a profit.
Credit: Harvard Business Review
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Founding Sales is a book on startup sales for founders and other first-time sales staff. Written by Pete Kazanjy, founder of Atrium Sales Analytics and the Modern Sales Leadership and Operations Community, the book’s goal is to accelerate the learning and success of those who find themselves in a similar spot Pete did in early 2011—don’t know much about B2B sales, and need to figure it out in a hurry.
Credit: Founding Sales - The Early Stage Go-to-Market Handbook
Customer Discovery
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Dave Danielson’s Winter 2023 Stanford Climate Ventures lecture on Best Practices for Customer Discovery.
Credit: David Danielson, Stanford Climate Ventures -
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This presentation by Steve Blank, the thought leader behind the Lean Startup approach, walks through the pitfalls of developing a buisness as startup, and specifically higlights how startup operations and purpose differ tfrom those of a large coproration in that startups are searching for a new business model while corporations are executing known plans. The deck also includes a range of exmaples from a hardtech startup to corporate initiatives.
Credit: Steve Blank
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These Lean Launchpad video lectures cover the importance, value, and methodology of customer discovery.
Credit: Lean Launchpad Customer Discovery
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In the Mom Test, entrepreneur Rob Fitz provides an honest guide on how to engage customers savvily and meaningfully in the path of Customer Discovery and Customer Development. The title's namesake example, the 'Mom test' highlights a simple situation of conversing with a prospective customer with the goal of focusing on their pain and perceived solutions, to learn about their process and priorities. The book goes on to highlight questions that provide valuable insights and rather than those that simply encourage your interviewee to reinforce your own beliefs about your market and product.
Credit: Rob Fitzpatrick
Product Documents
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This example of a product spec sheet by power equipment Cummins is a detailed walk through of relevant product details of one of its diesel generators including certifications, output and input power and other capacity metrics. This sheet can act as guide to what information customers in industry will look for when being approached by a potential vendor.
Credit: Cummins
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This presentation by Confianzys walks readers through the crucial difference between a Market Requirement Document (MRD), which communicates the requirements you would like your product to address based on your market and customer research, and the Product Requirement Document (PRD) which communicates what product actually does in the context of the market needs.
Credit: Confianzys
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This guide by Silicon Valley Product Group provides an unambiguous method of creating a product requirement document (PRD), differentiating it from a product strategy document, and a market requirement document.
Credit: Martin Cagan
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This detailed Product Requirement Document (PRD) template by Cyclotron Road provides a structure and information to include when defining a PRD to communicate the value of your product.
Credit: Cyclotron Road
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Techno-Economic Modeling
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This deck by Dev Gavaskar, Techno-Economic Modeling Principal at True North Venture Partners, provides an overview of the value of techno-economic modeling as a tool in quantitatively understanding whether a technology can be scaled up to be profitable and what risk factors need to be addressed on the path to get there. These metrics include sensitivity, scale, applicable markets, and cost extremes.
The presentation includes some in-depth examples, including one on assessing a new chemical process technology, and another on determining an optimal factory flow process using this framework.
Credit: Dev Gavaskar, PhD
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This presentation by MIT Professor Yet-Ming Chiang and Ryan Boas, both affiliated with 24M, highlights the importance of shifting from thinking purely about technology to using a robust cost model to tune the direction of your R&D when commercializing technology for impact.
The presentation walks through the elements of a good cost model and argues that this approach will help avoid the 4 pitfalls of developing technology without a guiding model.
Credit: Prof. Yet-Ming Chiang Ryan Boas
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This resource by Nico Pinkowski and Sean Cassady provides a brief overview of techno-economic modeling (TEM) for electrochemical systems to help assess the economic viability of certain electrochemical processes.
The document takes you from thermodynamic analysis, stoichiometric and flow rate modeling through electrochemical reactor modeling, generating system-level schematics and costing, and finally ends by synthesizing the analysis to conclude the feasibility of the technology in question.
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This edition of ARPA-E University contains helpful advice for performers on an introduction to cost modeling and templates.
The video provides a structure by which to think through the process of analyzing and modeling cost and introduces how to use the attached spreadsheet template.
Credit: ARPA-E University
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Example of a simple techno-economic model.
TEA videos for this model can be found here.
Credit: Beth Zotter and Chris Burk, Cyclotron Road
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Example of simple techno-economic model.
TEA videos for this model can be found here.
Credit: Beth Zotter and Chris Burk, Cyclotron Road
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Download this example of techno-economic modeling for hydrogen production.
Credit: Ahmad Mayyas, Mark Ruth, Bryan Pivovar, Guido Bender and Keith Wipke, NREL
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This presentation by Beth Zotter provides an introduction to techno-economic analysis and points the reader to other TEA resources from Cyclotron Road. As mentioned in the slides, not many journal papers provide a TEA analysis. Click here for an example.
Credit: Beth Zotter
IP Filing
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There is a lot to consider when building a robust IP strategy. Deciding whether to seek patent protection is a crucial decision for an inventor. Do you know whether your invention is patentable? If so, how do you balance the cost of filing with the breadth of coverage around the world?
Credit: ARPA-E University
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Cleantech San Diego and Southern California Energy Innovation Network teamed up with law firm Procopio to provide the cleantech startup community with a series of workshops led by Miku Mehta, a leading patent attorney with energy sector experience.
Credit: Cleantech San Diego
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Halotechnics - This example of patent portfolio shows how to categorize and document all patents held under a given entity.
Credit: Halotechnics, Inc.
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This quick one pager by Heliotrope provides advice on how to prioritize markets of relative value before filing expensive patent applications. Definition of 3 Tiers based on the commercial importance of the invention in question and the markets it which one intends to operate.
IP Licensing
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Dr. Edmonds reviews the impact of the America Invents Act on licensing, what to expect in a license agreement and their typical monetary terms, and how to meet the licensing needs of start-ups and academics. This session builds on the Energy Innovation and IP Strategy session of ARPA-E University that was held in December 2012.
Credit: Karina Edmonds, PhD
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A discussion about lessons learned from starting a company while in a university setting, with entrepreneur and Dartmouth College Professor Lee Lynd. Moderated by ARPA-E Technology-to-Market Advisor Josh Gould, this edition of ARPA-E University focuses on how academics build businesses from the ground up, navigating the complexities of the relationship between their intellectual property, their universities, and their financial backers.
Credit: ARPA-E University
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This tech transfer overview of moving technology from the LBNL lab into a startup environment also details resources within the lab to help with IP protection, and how to collaborate with the lab to improve future research.
Credit: Cheryl Fragiadakis
Company Building
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A worthy read. The author takes many tried and tested ideas, and ties them together in a cohesive manner allowing for a more robust analysis of fascinating case studies, namely Intel.
Credit: Chris Stoneman
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In this lecture at Stanford Peter Thiel addresses his belief that when starting a venture, you should go after total market share i.e. be a monopoly business and in doing so shares his advice on beating out competitors and finding the right market.
Credit: Peter Thiel
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Derek Sivers offers a very quick set of key inisghts out of the book by Peter Thiel and Blake Masters, Zero to One. Highlights include the need to target becoming a monopoly business, how propretary technology is at the heart of most such companies these days, and planning out the future of a new venture with macro scale thinking.
Credit: Derek Sivers
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Renowned investor Vinod Khosla details how technology-driven entrepreneurship can reinvent out society.
Credit: Vinod Khosla
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Renowned investor Vinod Khosla gives his thoughts on using accepting failure and using it to your advantage in his keynote speech at the 2013 Khosla Ventures Summit.
Credit: Vinod Khosla
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Ben Horowitz on why Andreesen Horowitz prefers to fund companies whose founder will run the company as its CEO. The article explores Founder vs Professional CEOs more broadly.
Credit: Ben Horowitz, a16z
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A business moat is a key competitive advantage that sets a company apart from its competitors. From Amazon to Tesla to Starbucks and Coinbase, here is how 25 of the world's biggest companies have built and defended their moat.
Credit: CB Insights
Company Leadership
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● What you need to know about a good board meeting.
This desk template provides insights into the importance of having a good board meeting and the value it provides to the audience. You can read the full presentation about this here.Credit: Grayson Zulauf
● Startup boards, getting the most out of your board of directors
The board is a group of people, including the founder, CEO, and investors, that represents all shareholders’ interests. This presentation provides insights into why startups need boards, how to compose a board, how to run an effective board meeting, and how to change your board as the company changes and transitions.
Credit: Sila Kiliccote● What you need to know about startup boards
This colloquially written techCrunch article on the ins and outs of startup boards, gives a basic overview of key considerations for founders starting out. Tips include how to maintain control of your venture at different stages and after funding, and how to navigate managing different stakeholders on your board.
Credit: Samer Hamadeh Adam Dinow
● Sequoia Board Deck Structure
This guide by Sequoia Capital provides an overview of how to structure a startup deck for the board.
Credit: Bryan Schreier
● NextView Board Deck Template
Credit: NextView Ventures
● Role of the Board Observer
High-value perspective on the role of a Board of Directors Observer, including information rights, opportunities to speak up, and best practices for negotiating for observation seats.
Credit: O'Melveny & Myers
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● The Psychology of Startup Teams
This presentation by Lindy Greer of the Stanford Graduate School of Business focuses on emphasizing the importance of diversity and working with new recruits to maintain your valuable team culture in building your startup team. She also points out pitfalls of hiring such as hiring a homogenous team, and hiring only when you need to fill a gap.
Credit: Prof. Lindred L. Greer
● Team 101
This presentation by the Cleantech to Market(C2M) program highlights a set of tips and guidelines to solve interpersonal and team dynamics issues to have a successful working team.
Credit: C2M, Haas School of Business
● Team Survival Kit
This guide from Haas School of Business at UC Berkeley highlights methods to work with a team
Credit: The Berkeley MBA
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● High Hit Rate Hiring
This guide to hiring a great team by Ilan Gur of Cyclotron Road, lays out a set of tips and steps by which to attract, screen, and bring on great team members for your growing startup, while keeping your culture, vision, and quality in mind.
Credit: Ilan Gur, PhD
● Gene Pool Engineering for Entrepreneurs
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● What Silicon Valley Can Learn from Bill Walsh’s The Score Takes Care of Itself
Sachin Rekhi provides a summary of the book The Score Takes Care of Itself by Bill Walsh, the legendary football coach of the San Francisco 49ers. The book illustrates how to focus on process, rather than outcome, to run successful organizations.
Credit: Sachin Rekhi
● Netflix Culture Deck
This presentation highlights the cultural elements that Netflix management sees as valuable within members making up a dynamic, effective organization: Judgement, Communication, Impact, Curiosity, Innovation, Courage, Passion, Honesty, Selflessness
Credit: Netflix
● eShares Team Culture
eShares provides some guidelines and suggestions around how to create an inclusive, productive work culture, with individual suggestions for managing work relationships, including being honest, checking in regularly, and creating an open environment.
Credit: eShares
● KV - People + Development Ground Rules
This set of tips around creating a productive, open, adaptive work exerience with a supportive team by David Weiden puts emphasis on honesty, personal relationships, and flexibility as cornerstones to a healthy work space.
Credit: David Weiden
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● Bias In Venture Capital
This presentation from Kapor Capital helps to increase understanding of the current state of diversity in VC, how unintentional bias can seep into hiring and deal sourcing, practical steps to mitigate individual and firm-level bias, and successful strategies. (c) Kapor Capital 2021: please contact for permission.
Credit: Kapor Capital
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● Advisor Agreements
The FAST Agreement is used by tens of thousands of entrepreneurs and advisors per year to establish productive working relationships, trading advice and support for a standardized amount of equity.
Credit: Founder Institute
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● HR Issues in a Startup
Credit: Robert Siegel
● Greentown Labs - Paid Parental Leave Policy
This Parental Leave Policy by Greentown Labs provides an example as to how to structure policy for new parents, touching on percentage of base pay and the period of time for which these benefits are supported.
Credit: Greentown Labs
Legal
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This presentation by Partner Kristine di Bacco at Fenwick and West provides considerations for a startup on the incorporation process and the seed fundraising process.
Credit: Fenwick & West LLP
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The Lawyers for a Sustainable Economy Initiative matches non-profits and start-ups working in the field of environmental sustainability with law firms providing pro bono legal services. The initiative continues to grow, with 17 law firms collectively providing over $55 million in pro bono services over the past three years to support sustainability efforts both inside and outside of the initiative.
Credit: Stanford Law School
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Stanford law students, working under the supervision of the Stanford attorney teaching team, provide pro bono legal assistance and support to non-profit and for-profit startups addressing climate and sustainability challenges.
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This document by Fenwick and West serves as a legal overview guide for a startup, taking it from incorporation, to a liquidity event. It is not meant to be a replacement for legal advice, but rather a resource that provides overview of legal considerations when forming, growing, and selling your business.
Credit: Fenwick & West LLP
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This is an excellent, comprehensive source of required insurance needs for early stage companies and emerging growth companies, direct from Breakthrough Energy Ventures. This playbook can take a company from their first policy through complex pollution credits and cyber security. Refer to this often for best practices and standard policy information.
Credit: Breakthrough Energy Ventures
Finance
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Taking technology to the next level means navigating a confusing range of financing options: venture capital, angel investors, government grants, bank loans, and many more. Matthew Nordan explains the different types of capital available to early stage technologists, what each looks for to make an investment decision, and what they want in return.
Credit: Matthew M. Nordan
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This video by Venture Hacks walks through how to fill in and use the Venture Hacks Cap Table Template, which you can also find among the resources on the Founder's Playbook.
Credit: Venture Hacks
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Angelcalc helps small companies calculate their cap tables using standard financing documents like SAFEs, including Y Combinator's new Post-Money SAFE.
Credit: Geoff Ralston
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YC Partner Kirsty Nathoo gives the lowdown on several different ways to capitalize your company and how those impact founder equity and cap tables overall. Watch if you are raising money or you aren't sure how startup investment documents like SAFEs work.
Credit: Y Combinator
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This web article describes the unique benefits of a SAFE (simple agreement for future equity), a funding mechanism sharing similarities to a convertible note that was created and pioneered by YCombinator. A SAFE is supposed to be easier to execute, due to a simple legal structure, does not saddle the startup with debt with a time limit, unlike a convertible note, and converts into preferred stock at the first priced round. The article provides links to 4 different types of SAFEs that can also be found as resources in the Founder's Playbook.
Credit: YCombinator
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This example spreadsheet developed by Charlie Tillett provides a template for companies to list and track financial details for functions like sales, product development and deployment (capex, and opex), staffing, and profit and loss statements.
Credit: Created by Charlie Tillett for MIT
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Here’s an example of a valuation justification for startup Simbol Materials by global investment banking firm Jefferies in 2014.
Credit: Simbol Materials
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This spreadsheet template by Matthew Nordan with descriptive comments shows the expected returns for a model venture capital firm for a particular investment, using inputs such as revenue, investment made, total investment raised by the startup and ownership and provides metrics such as absolute return in dollars based on a given valuation.
Credit: Matthew M. Nordan
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This article is about the funding hurdles for deploying emerging climate tech projects. Climate tech is launching off the starting block and out of the lab, but the route ahead won’t travel the same for all technology companies.
Credit: Grace Donnelly -
How do you convince lenders and equity investors to provide hundreds of millions of dollars to a company that has no credit history, has no employees, has never operated or generated any revenue and has no guarantees from anyone credit-worthy, promising to repay the money and make good on the investment?
Credit: Pivotal 180 -
This is an extract from pre-course videos about renewable energy and infrastructure project finance modeling courses.
Credit: Pivotal 180 -
This article is about demystifying tax equity investments and IRA’s clean tax credit bonanza. Taxes may make your eyes glaze over, but the Inflation Reduction Act’s (IRA) promise of a whole pot of gold at the end of the green rainbow is reason enough not to sleep on tax credits.
Credit: Grace Donnelly -
Narrative Building
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This guide to fine tuning a good investor pitch by Garage Ventures helps the entrepreneur communicate the unique value his/her product brings to the market. It includes concrete tips to give a compelling investor pitch.
Credit: Garage Venture Technologies
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This pitchdeck template from Cyclotron Road provides an empty presentation with relevant topic slides with guidelines on what information to include in the notes section. Find some populated example slides in the last section.
Credit: Cyclotron Road
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This thorough run through of important considerations and elements of demo day presentations by YCombinator helps entrepreneurs leverage the short pitch format to quickly communicate their company's value and relay information that would catch the attention of potential investors. Specific advice focuses on tuning your talking points to your audience, how to structure your presentation and what to include, how to use and design your slides, and some common pitfalls to avoid. This resource also lists some other useful sources.
Credit: Geoff Ralston
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This series A fundraising pitch deck by AirBnB provides an example of a growth stage pitch deck by an sharing economy startup. AirBnB enables home and apartment owners to rent out their properties for short period of time.
Credit: AirBnB
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This series B fundraising pitch deck by LinkedIn provides an example of a growth stage pitch deck by an internet startup. LinkedIn provides an online professional network with related services.
Credit: LinkedIn
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TEDxEast INTERCONNECTIVITY - 11.11.10: -Nancy Duarte- That Resonates with Me!
Why are some presentations spellbinding and some not? Well, this is the question Nancy Duarte takes on as she shares with the audience the secret of an excellent presentation. In this fascinating talk Nancy Duarte explains the model that she developed for designing transformative presentations. She explains the essential qualities of an excellent presentation by analyzing the speeches of Martin Luther King and Steve Jobs. She reminds us that the only way to spread important ideas is to make sure that one is communicating his or her ideas effectively using strong presentation skills.
Credit: Nancy Duarte
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The entrepreneurs behind Venture Hacks download their know-how and advice into this book, Pitching Hacks. It is an extensive, colloquially-written resource of savvy tips and advice on pitching venture capital investors. The initial chapters focus on the importance of demonstrating traction and getting credible introductions to investors to start the discussion off on the right foot. The books goes on to walk though the crucial elements of effectively communicating your idea, based on your audience, through elevator pitches, and pitch decks.The authors close by suggesting that certain elements like detailed business plans and NDAs are not very effective in reality and propose alternatives. This book offers valuable advice in quick short observations, with specific advice shared by prominent venture and entrepreneurial pundits sprinkled throughout.
Credit: Venture Hacks
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Sales and Marketing
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Credit: Matt Eggers, Stanford Climate Ventures
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This presentation on realistic Marketing by Sue Barsamian and Audrey MacLean, as part of the Stanford Venture Formation Course, covers writing a marketing plan, the pitfalls most startups face in marketing, and 4 topics to include in a realistic plan (big opportunity, defendable differentiatied position, great go-to-market plan, and an ability to create sustainable value).
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● Cyclotron Road Customer Deck Template
This Cyclotron Road customer presentation template by Ezra Roizen is based on his book 'Magic Box Paradigm: A Framework for Startup Acquisitions' in which he addresses a framework for crafting a presentation and dialogue approach that aims at attracting the right potential acquirers. Find his whole book at the link in the template.
Credit: Ezra Roizen
This presentation by NEST provides a look at their analysis of the market and customer landscpae, with focus on sensitivity around different alternatives and the resulting favorability NEST receives in their studies.
Credit: Nest Labs
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● Strategic Partnering Is Hard
This presentation by Jay Kouba provides tips and considerations for startups approaching and assessing potential corporate partners.
Credit: Jay Kouba
This example of a proposal for partnership with a corporate on a laser technology lays out all the relevant topics to address when approaching a corporate with an intention to collaborate, including an overview of technology and differenciation, reason for interest in working with the corporate, scope of work with a timeline, and program deliverables with budget.
Sales Metrics
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This presentation from the Energy Ventures course at MIT helps entrepreneurs assess the effectiveness of their economic operation by looking at COCA (cost of customer acquisition), LTV (life time value of a customer), IRR (Internal Rate of Return), and WACC (Weighted Average Cost of Capital).
Credit: 15.366 Energy Ventures
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This web article by Tren Griffin takes the reader through the importance of quantifying customer acquisition cost (CAC) other values like lifetime value of a customer (LTV) with illustrative examples, and then provides the appropriate guidelines to do this, explaining factors to consider when analyzing such numbers.
Credit: Tren Griffin
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This step by step guide by Updata Partners provides concrete steps to quantitatively isolate key metrics for the SaaS business such as the payback period for customer acquisition cost, and the multiple of customer acquisition cost made over the lifetime of a customer.
Credit: Updata Partners
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This spreadsheet by Updata Partners functions as a companion to the previous resource. It provides a step by step method to calculate two key success metrics for SaaS businesses: GMPP (Gross Margin Payback Period) and rCAC (Return on Customer Acquisition Cost).
Credit: Updata Partners
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This spreadsheet by David Skok functions as a companion to the previous resource. It provides a step by step method to calculate LTV (Lifetime Value).
Credit: David Skok
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Marketing Segmentation
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This presentation by Khosla Ventures walks through the RIFLE process, a framework to use concrete data to make crucial business decisions. The resource reviews applications in market strategy analysis, expansion strategy, and financial services segmentation, and includes a real life example.
Credit: Khosla Ventures
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This lecture from the Energy Ventures class at MIT covers the importance and methodology behind market segmentation and customer discovery using examples like Altaeros, A123, FastCAP, XL Hybrids, and Ambri.
Credit: MIT
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In this Stanford class lecture, hard tech entrepreneur and venture investor Tanguy Chau talks about the importance of market segmentation to understanding the segment you are operating in. This helps identify potential customers and partners as you sketch our a business model and narrow a pricing scheme.
Credit: Tanguy Chau
Business Models
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Joel Moxley’s Winter 2022 Stanford Climate Ventures lecture on Business Models
Credit: Joel Moxley, Stanford Climate Ventures
Fundraising
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● Sources of Funding in Climate-tech
Dave Danielson’s Winter 2022 Stanford Climate Ventures lecture on Business Models
Credit: David Danielson, Stanford Climate Ventures
Capital for energy ventures can come in many different forms and structures. This comprehensive list of different sources of energy capital helps define which particular funds and firms are in each space.
Credit: Dave Kirkpatrick
Overview of Project Finance and how to deploy technology at scale.
Credit: Dave Rogers
Fundraising Process
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What are our criteria for selecting an investment? Investments we want to make go beyond a checklist of “box ticking” on our non-negotiable requirements (e.g., that we trust the founders). We also look for important indicators that can bias us for or against investing, too. For us to want to invest, the most important single quality: a startup needs the potential to be more than merely great, it needs a shot at the extraordinary. The good news is that to do that, we only look for at least one reason to believe, at whatever stage the company is at, that it can be an outlier...
Credit: Bloomberg Beta
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This checklist is a comprehensive, sectioned list of important documents to have and questions to consider, when your company is approaching a Series A fundraise.
Credit: Y Combinator
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Funding applications often require something shorter than a research paper, but more substantive than a business pitch—you need a technical pitch. ARPA-E Program Directors Dane Boysen and Ilan Gur share their five best practices and five deadly sins for writing technical proposals. Participants will also learn about ARPA-E's mission and unique role in funding energy innovation. While the webinar uses concepts from the ARPA-E funding selection process, the proposal strategies are applicable to anyone attempting to communicate complex technical information in a short format.
Credit: ARPA-E University
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This webinar seeks to educate prospective ARPA-E applicants on the ARPA-E Funding Opportunity Announcement (FOA) process, the types of projects that Agency funds, and how to prepare a Concept Paper and Full Application.
Credit: ARPA-E University
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Funding Database
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● Manifest Climate
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This website helps you find DOE and other government lab partnerships.
Credit: DOE
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CEBN’s cleantech funding database highlights sources of funding and ecosystem support for early-stage clean energy companies across technologies and services. Read more
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Policy
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Breakthrough Energy has created comprehensive Policy Playbooks for lawmakers and decision-makers who want to reduce carbon emissions, speed the deployment of new technologies from idea to market, and create a world where everyone has access to clean, affordable, and reliable energy.
Credit: Breakthrough Energy
Climate
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The Pathways for Engagement in Sustainability at Stanford is a brief list of ways students can be engaged in programs, seminars, student groups, and internships revolving around sustainability. The three Pathways are: Learning and Research; Acting, Organizing, and Advocacy; and Policy and Governance.
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Newsletters, Research, Fellowships, Educational Programs, Slack Communities, Education resources for ClimateTech
Credit: Tariq El Haj Omar
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The Small Business Innovation Research (SBIR) Webinar
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The Federal SBIR/STTR program is a >$4 Billion early stage nondilutive R&D fund for small businesses. It is a mechanism to fund the best early-stage, high-risk innovation ideas and fund ideas that are too high risk for the private sector. This program stimulates technological innovation, extramural R&D ~$100B/year, federally funded laboratories, universities, large & small businesses, and R&D.
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• 500 employees or fewer, including affiliates
• Ownership (applies to all agencies). Be a concern that is more than 50% directly owned and controlled by one or more individuals (who are citizens or permanent resident aliens of the United States), other small business concerns (each of which is more than 50% directly owned and controlled by individuals who are citizens or permanent resident aliens of the United States), or any combination of these, joint ventures where the entities meet the requirements above
• Portfolio Companies. SBCs that are majority-owned by multiple venture capital operating companies, hedge funds, or private equity firms, or any combination of these, are not eligible for funding under this FOA. Some agencies allow this, NOT DOE.
• Performance of R&D. All R&D must be performed in the United States.
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You can read the full webinar presentation here.
