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.

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 Bank

Sample job descriptions for 15 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.

Employee Stock Options Plan (ESOP) Model

Excel model to calculate ESOP allocation. Structured after the model presented in Startup Employee Stock Options Plans (ESOPs): Overview and Best Practices.


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