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Toolkits and Guide...
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Toolkits and Guides

Hiring best practices and sample job descriptions for startups

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How to leverage a startup board

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Board deck template for startups

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Referral marketing program design and best practices

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Startup employee stock option plans: Overview and best practices

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Model: Employee stock option plan for startups

From the Center for Financial Inclusion

CFI is an action-oriented think tank advancing financial inclusion through powerful leadership.

Catalyst Fund: Lessons on Getting Early-Stage Fintech Startups Investment-Ready

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What Financial Health Means to Me

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100 Calls to Action: Highlights from FI2020 Week

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Picking Winners in the Great Remittance Disruption

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Digital Financial Inclusion in India – Taking Off in 2015

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What It's Like to Live Without a Bank Account for a Day

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The Role of Peer-to-Peer Lending in Financial Inclusion

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Accion Venture Lab Responds to ‘The Great Competition and Innovation Deficit’

Go to CFI

‘Spent’ - Finding Change in the U.S. Financial System

Go to CFI

The Great Equalizer: How Advances in "Big Data" Allow Tech-Savvy Start-Ups to Compete with the Major Players in East Africa

Go to CFI
Toolkits and Guides

How young companies can build their sales structure

Toolkits and Guides

SaaS pricing framework and best practices

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Guide for hiring managers

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Employee manual: Guide and template for startups

Toolkits and Guides

Software, systems, and tools for startups: Survey results

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Series A fundraising guide for startups

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Designing and implementing an effective performance management process

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Raising debt and on-lending capital

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Enterprise sales for fintech products and services

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Developing and administering customer research surveys and focus groups

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Implementing an effective sales compensation plan

Toolkits and Guides

Net Promoter Score: Overview, benchmarks, and case studies

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