David J. Raffa

Corporate Finance

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Fund Votes acquired by Morningstar
General, Mergers & Acquisitions

Fund Votes acquired by Morningstar

David J Raffa
March 19, 2019

At the end of September 2018, Morningstar acquired Fund Votes Research Ltd. Since 2007, Fund Votes has provided mutual fund and ETF proxy voting data on company resolutions and shareholder proposals, including environmental, social, and governance topics.

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Valeo leads sale of iCompass Technologies
General, Mergers & Acquisitions

Valeo leads sale of iCompass Technologies

David J Raffa
January 24, 2018

For Immediate Release – January 22, 2018.  Valeo Corporate Finance Ltd. (“Valeo”) is pleased to announce that it has completed the sale of iCompass Technologies Inc. to a large US based software company (who will remain anonymous).  iCompass, the leading…

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What You Need To Know Before Raising Money: The Financing Landscape
Venture Financing

What You Need To Know Before Raising Money: The Financing Landscape

David J Raffa
April 26, 2016

A series of corporate finance posts on launching, growing and ultimately selling a technology company.  Topics include cap structures, equity plans, financing, corporate partnering, board matters and how to achieve a successful exit. My most recent series of blogs dealt…

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The Tricky Art of Setting Terms in Employee Stock Option Plans
Formation & Structuring

The Tricky Art of Setting Terms in Employee Stock Option Plans

David J Raffa
March 10, 2016

The 14th in a series of blogs on launching, growing and ultimately selling a technology company, with a corporate finance focus.  Topics will cap structures, equity plans, financing, corporate partnering, board matters and how to achieve a successful exit. You…

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Does Your Stock Option Plan Stack Up?
Formation & Structuring

Does Your Stock Option Plan Stack Up?

David J Raffa
February 23, 2016

The 13th in a series of blogs on launching, growing and ultimately selling a technology company, with a corporate finance focus.  Topics include cap structures, equity plans, financing, corporate partnering, board matters and how to achieve a successful exit. So…

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Formation & Structuring

Choosing the Right Percentage for Your Stock Option Plan

David J Raffa
February 1, 2016

This is twelfth in a series of blogs on launching, growing and ultimately selling a technology company, with a corporate finance focus.  Topics include cap structures, equity plans, financing, corporate partnering, board matters and how to achieve a successful exit.…

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Stock Options 101: The Basics of Equity Participation
Formation & Structuring

Stock Options 101: The Basics of Equity Participation

David J Raffa
January 18, 2016

This is eleventh in a series of blogs on launching, growing and ultimately selling a technology company, with a corporate finance focus.  Topics include cap structures, equity plans, financing, corporate partnering, board matters and how to achieve a successful exit.…

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Hey Founders: The Big Equity Structuring Mistake to Avoid
Formation & Structuring

Hey Founders: The Big Equity Structuring Mistake to Avoid

David J Raffa
November 23, 2015

This is tenth in a series of blogs on launching, growing and ultimately selling a technology company, with a corporate finance focus.  Topics include cap structures, equity plans, financing, corporate partnering, board matters and how to achieve a successful exit.…

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Vesting Shares and Options: Still More, Are You Kidding Me?!
Formation & Structuring

Vesting Shares and Options: Still More, Are You Kidding Me?!

David J Raffa
October 27, 2015

This is ninth in a series of blogs on launching, growing and ultimately selling a technology company, with a corporate finance focus. Topics include cap structures, equity plans, financing, corporate partnering, board matters and how to achieve a successful exit.…

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Vesting: Think Before You Vest!
Formation & Structuring

Vesting: Think Before You Vest!

David J Raffa
October 13, 2015

This is eighth in a series of blogs on launching, growing and ultimately selling a technology company, with a corporate finance focus. Topics include cap structures, equity plans, financing, corporate partnering, board matters and how to achieve a successful exit.…

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Vesting: You Know Nothing, John Snow!
Formation & Structuring

Vesting: You Know Nothing, John Snow!

David J Raffa
September 15, 2015

This is seventh in a series of blogs on launching, growing and ultimately selling a technology company, with a corporate finance focus. Topics include cap structures, equity plans, financing, corporate partnering, board matters and how to achieve a successful exit.…

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Founders’ Shares, Porn Stars and Splitting Up the Pie
Formation & Structuring

Founders’ Shares, Porn Stars and Splitting Up the Pie

David J Raffa
August 11, 2015

This is sixth in a series on launching, growing and ultimately selling a technology company, with a corporate finance focus. Topics include cap structures, equity plans, financing, corporate partnering, board matters and ultimately how to achieve a successful exit. Once…

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Founders’ Shares – Want!
Formation & Structuring

Founders’ Shares – Want!

David J Raffa
July 8, 2015

This is fifth in a series on launching, growing and ultimately selling a technology company with a corporate finance focus. Topics include cap structures, equity plans, financing, corporate partnering, board matters and how to achieve a successful exit. Deciding where…

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Equity Crowdfunding: Financing Solution or Just a Distraction?
Formation & Structuring

Equity Crowdfunding: Financing Solution or Just a Distraction?

David J Raffa
May 20, 2015

Canadian securities regulators in six provinces including British Columbia have announced rules to allow Canadian start-ups to raise equity capital through online crowdfunding portals. In order to do so, companies need to meet these requirements: 

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Where Should You Incorporate Your Tech Company?
Formation & Structuring

Where Should You Incorporate Your Tech Company?

David J Raffa
April 29, 2015

This is fourth in a series of blogs on launching, growing and ultimately selling a technology company, with a corporate finance focus. Topics will include cap structures, equity plans, financing, corporate partnering, board matters and how to achieve a successful…

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Secure Your IP: Don’t Cripple Your Business Before You Even Start
Formation & Structuring

Secure Your IP: Don’t Cripple Your Business Before You Even Start

David J Raffa
April 7, 2015

This is third in a series of blogs on launching, growing and ultimately selling a technology company, with a corporate finance focus. Topics will include cap structures, equity plans, financing, corporate partnering, board matters and how to achieve a successful…

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Cool is Not a Business Model: Five Questions to Ask Before You Launch a Startup
Formation & Structuring

Cool is Not a Business Model: Five Questions to Ask Before You Launch a Startup

David J Raffa
March 24, 2015

This is the second in a series of blogs on launching, growing and ultimately selling a technology company, with a corporate finance focus. Topics will include cap structures, equity plans, financing, corporate partnering, board matters and how to achieve a…

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So You Wanna be a Billionaire Startup Founder, What to Do?
Formation & Structuring

So You Wanna be a Billionaire Startup Founder, What to Do?

David J Raffa
March 11, 2015

This is the first in a series of corporate finance posts on launching, growing and ultimately selling a technology company. Topics will include cap structures, equity plans, financing, corporate partnering, board matters and how to achieve a successful exit. I…

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Scorpion Software Acquired by Kaseya
Formation & Structuring

Scorpion Software Acquired by Kaseya

David J Raffa
September 9, 2014

Kaseya, a leading provider of cloud-based IT management software, recently announced the acquisition of Scorpion Software

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Formation & Structuring

BC’s Tech Sector – Big Wins for Local Companies

David J Raffa
September 9, 2014

Much has been made in the press about the tech heavyweights moving into or increasing their presence in Vancouver.  Facebook, Google, Amazon, Microsoft and Sony Digital to name a few.   While this is a very positive indicator about Vancouver’s place…

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Formation & Structuring

Valuations for Small to Mid-Cap Companies:

David J Raffa
February 13, 2013

For small and mid-cap companies that are still in growth mode, the question can be complex.  During the early stages of corporate growth, business owners are focused on launching and refining their products, increasing domain and market knowledge, and establishing…

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