Accion Venture Lab Resources

Accion Venture Lab aims to provide our portfolio companies with the resources they need to scale. We developed these tools with the needs of our companies in mind, but believe that they can benefit other startups in the financial inclusion space and beyond. We welcome comments or dialogue on the tools below.

SaaS Pricing Frameworks and Best Practices

For software as a service (SaaS) businesses, determining the right pricing structure and setting price levels are critical decisions. This toolkit helps SaaS companies think about pricing based on value created for the customer and set pricing in a way that maximizes profitability. It contains a number of examples and tools to help with pricing decisions. 

Hiring Manager Guide

This guide helps hiring managers through the process of defining a role, creating a job description, screening and interviewing candidates, and conducting reference checks for hires of any level. It contains tools, sample forms, and guidelines for each step in the hiring process, and is a great resource for managers who are growing their teams.

Employee Manual Guide and Template

An employee manual details every aspect of company policy, the procedures for following those policies, and the forms needed to complete each process. This sample Employee Manual includes guidelines and prioritization recommendations for various policies. It can easily be customized for your organization. 

Software, Systems & Tools Survey

Venture Lab conducted a survey with its portfolio companies to learn the best software, systems and tools used for various functions across organizations. Results are shared here. We hope this data can be useful as startups explore other potential providers and evaluate options under consideration. 

Job Description Guide

This guide highlights best practices and sample job descriptions for key roles in early-stage financial inclusion startups. It is intended to serve as a starting point for your hiring process. Please see the Job Description Bank below for an exhaustive set of examples.

Job Description Bank

Sample job descriptions for key roles at early-stage financial inclusion startups. Highlights best practices across the postings and can be a good starting point as you begin a hiring process.

Best Practices for Building and Leveraging a Startup Board

Learn how to build and structure a board using time tested strategies. Includes tactics on effectively leveraging board member expertise and networks. Concludes with tips on planning effective board meetings.

Running a Board Meeting

Effective board decks are distributed 4-5 days before the scheduled board meeting. Use this template for guidance in structuring the deck. See also: Board Best Practices

Referral Program Design and Best Practices

Referral Marketing programs generate new customers while keeping past customers active. This guide is useful for entrepreneurs seeking to launch their own referral marketing program in the B2C context. It includes a case study of the program launched by Lyft, a rideshare app.

Startup Employee Stock Options Plans (ESOPs): Overview and Best Practices

ESOP Programs motivate startup employees by aligning their incentives with the growth of the business. Covers options plans, how much equity to offer, creating terms, and long-term strategies. Includes a model example and resource appendix.


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