[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-237984-105":53,"doc-detail-237984-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","start-up-procedures-for-your-ve-firm-presentation-agenda-and-financing-steps","Start-up Procedures for your VE firm - Presentation Agenda and Financing Steps","","A startup briefing for a VE firm that walks through early-year portal familiarization and the process for business registration, including required contact, incorporation, and budget information. It explains equity and debt financing decisions, the cash-flow basis for determining funding needs, and how non-VE out-of-network sales and contracts are handled. The guide also details payroll register and template preparation, capital needs mapping, and equity financing rules such as investment limits, application requirements, and stock certificate issuance.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/start-up-procedures-for-your-ve-firm-presentation-agenda-and-financing-steps/237984/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/start-up-procedures-for-your-ve-firm-presentation-agenda-and-financing-steps/237984.png","ImageObject",442,249,{"name":88,"@type":89},"Ethan Miller","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-30","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",9,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of the Beginning of the Year Portal Familiarization?","Question",{"text":109,"@type":110},"It prepares the VE workflow for the year and supports the subsequent business registration process through the portal.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What key information is needed for business registration?",{"text":114,"@type":110},"It requires more than accounting, including contact information (official VE email), a coordinator contact, incorporation application, and the firm budget.",{"name":116,"@type":107,"acceptedAnswer":117},"How do equity and debt financing differ in the presentation?",{"text":118,"@type":110},"Equity financing involves giving up a portion of the business for cash, while debt financing involves borrowing money to fund operations.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},237984,1791733784,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":40,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},687207017582,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","Start-up Procedures for your VE firm  \nTuesday, July 10, 9:00 AM Presented by: Teri Jones & Paul Presti  \nAgenda  \n• Beginning of the Year Portal Familiarization  \n• Business Registration Submission  \n• Equity Financing  \n• Debt Financing  \n• Out of Network Sales & Contracts  \n• Payroll Register & Templates  \nHandout \\#1  \nCapital Needs Flowchart  \nBusiness Registration:  [https://form.jotform.com/62078237071151](https://form.jotform.com/62078237071151)  \nWhat this does:  \nü VEI approves business type, Name  \nü Firm name is put onto portal  \nü VE firm receives $20,000 in seed money (shown as equity)  \nü This allows additional capital to be requested.  \nWhat this does NOT do:  \nü Put the VE firm into marketing categories on the directory  \nü Automatically link your website  \nü Automatically approve or give additional capital  \nInfo Needed for Business Registration:  \nMore than just accounting department involved  \n• Contact information (Ask for an official VE email)  \n• Coordinator contact  \n• Firm info:  \n• Application for incorporation  \n• Firm Budget  \nFinancing the Enterprise  \nWHY? To assure enough cash is on hand for successful operations WHAT? Borrowing money or increasing owner’s equity or out-ofnetwork sales.  \n• Debt vs. Equity Financing  \n• How to know how much you need?– Cash Flow next  \nhour  \n• Benefits and drawbacks of each  \n• How to acquire  \n• Non-VE Sales/Out of Network  \n• Application: need Payroll and Gross Margin  \n• Need actual contract or proof of sales  \nEquity Financing:  \nGiving up a portion of your business to get cash  \nneeded.  \n• Limit: $50k per investor, up to three investors = $150k  \n• Firm does not need to buy-back stocks –(LLC = constant %)  \n• Equity Investment Application  \n• Similar to information collected for Business Registration  \n• Angel Investment Letter of Support  \n• Must be from a REAL business person that has listened to the pitch, and signs on their letterhead  \n• Stock Certificate Template  \n• One stock is given for each $10 investment","cbCaicT6uQ01PrNU","https://ap.wps.com/l/cbCaicT6uQ01PrNU","pdf",4211876,"English","# Agenda\n## Beginning of the Year Portal Familiarization\n## Business Registration Submission\n## Equity Financing\n## Debt Financing\n## Out of Network Sales & Contracts\n## Payroll Register & Templates\n# Handout\n## Capital Needs Flowchart\n## Business Registration requirements\n## Financing the Enterprise\n## Equity Financing application and limits","[{\"question\":\"What is the purpose of the Beginning of the Year Portal Familiarization?\",\"answer\":\"It prepares the VE workflow for the year and supports the subsequent business registration process through the portal.\"},{\"question\":\"What key information is needed for business registration?\",\"answer\":\"It requires more than accounting, including contact information (official VE email), a coordinator contact, incorporation application, and the firm budget.\"},{\"question\":\"How do equity and debt financing differ in the presentation?\",\"answer\":\"Equity financing involves giving up a portion of the business for cash, while debt financing involves borrowing money to fund operations.\"}]","Start-up Procedures for your VE firm - Presentation Agenda and Financing Steps | PDF",1789129077,6]