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Resource Hub

Playbooks

Playbooks is a collection of the best curated resources for founders at any stage of their journey. It includes original materials from Reach Capital, market insights, and trusted resources from leading founders and operators.

Playbooks
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Board Management
Startup Boards: A 10-Topic Primer
Startup Boards: A 10-Topic Primer
Topic
Board Management
Format
Article
Source
Mark Suster
Description
Series of tactical advice and insights for running the meeting and realizing the concept of a “continuous board.”
Tags
board
leadership
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Board Management
How to Create and Manage a Board
How to Create and Manage a Board
Topic
Board Management
Format
Article
Source
Y Combinator
Description
Best practices for board composition and meeting management—recommending founders recruit trusted, independent directors; set structured agendas with strategic focus; deliberately time and follow up on discussions; and handle conflict or underperformance with clarity and respect.
Tags
board
leadership
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Fundraising
K-12 EdTech Funding: What metrics do Venture Capitalists want to see?
K-12 EdTech Funding: What metrics do Venture Capitalists want to see?
Topic
Fundraising
Format
Article
Source
Graham Forman
Description

The post explains which metrics matter most to VCs in edtech, from team and early traction at pre-seed to ARR, engagement, churn, and market size at seed stage

Market Sector
Learning
Tags
fundraising
K-12
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Board Management
Y Combinator Investor Update Template
Y Combinator Investor Update Template
Topic
Board Management
Format
Template
Source
Y Combinator
Description

An investor update template from Aaron Harris of Y Combinator that focuses on highlighting repeatable KPIs and major asks for your investors.

Tags
board
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Board Management
Template: Board Update Monthly Email
Template: Board Update Monthly Email
Topic
Board Management
Format
Template
Source
Reach
Description

A template for monthly email board updates.

Tags
board
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Customer Success & Community
Teacher Ambassador Programs: Everything You Need to Know
Teacher Ambassador Programs: Everything You Need to Know
Topic
Customer Success & Community
Format
Article
Source
Reach
Description

A look at how Nearpod built and grew its teacher community

Market Sector
Learning
Tags
community
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Customer Success & Community
Make Customer Success a Core Competency of Your Edtech Startup
Make Customer Success a Core Competency of Your Edtech Startup
Topic
Customer Success & Community
Format
Article
Source
Reach
Description

Why edtech startups should embed customer success as a core competency from day one, ensuring early users gain value to drive long-term growth

Market Sector
Learning
Tags
customer success
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Customer Success & Community
Trade-offs and Exceptions: Things to Consider for a Successful Customer Success Operation
Trade-offs and Exceptions: Things to Consider for a Successful Customer Success Operation
Topic
Customer Success & Community
Format
Article
Source
Reach
Description

Knowing how to weigh the needs of individual customers against broader company objectives can be tricky, and this delicate balancing act is at the core of building out a successful customer success operation.

Tags
customer success
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Fundraising
Seed Funding: Guide for Startups
Seed Funding: Guide for Startups
Topic
Fundraising
Format
Article
Source
Carta
Description

A guide from Carta for first-time founders through the seed-funding process: when to raise, typical round sizes, funding instruments, investor types, modeling scenarios, and closing terms like SAFEs and term sheets.

Tags
fundraising
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Fundraising
Raising Series B (Think Like a Banker)
Raising Series B (Think Like a Banker)
Topic
Fundraising
Format
Article
Source
Enjoy the Work
Description

Raising Series B funding requires startups to focus more on demonstrating operational excellence and robust financials, rather than just sharing a compelling narrative. Here’s what you can expect.

Tags
fundraising
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Fundraising
How To Raise Early-Stage Capital In Any Market 
How To Raise Early-Stage Capital In Any Market 
Topic
Fundraising
Format
Article
Source
Enjoy the Work
Description

The 3 pillars to a successful raise, and the 28 questions all investors ask.

Tags
fundraising
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Fundraising
YC Guide to Seed Fundraising
YC Guide to Seed Fundraising
Topic
Fundraising
Format
Article
Source
Y Combinator
Description

A brief guide from former YC CEO Geoff Ralston on what startup founders need to know about raising the seed funds critical to getting their company off the ground.

Tags
fundraising
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