Welcome to Alpha Edison

We’re thrilled to join you on your exciting journey and welcome you into the Alpha Edison family. Building a great company takes more than capital—it takes community, shared wisdom, and a strong support system. This portal is designed to help you hit the ground running with essential resources, helpful tools, and a few perks to make your journey a little smoother.

Our team brings a diverse and complementary mix of skills, perspectives, and networks. We are united by a shared passion for partnering with courageous entrepreneurs to build companies that change the world. Through deep research and expertise in business model innovation, we help founders create new markets, unlock latent demand, and scale with purpose.

We’re committed to intellectual honesty and to standing shoulder to shoulder with the entrepreneurs we’re privileged to support. Our goal is to earn the right to be your first call—not only when things are going well, but especially when they’re not. We look forward to growing together and supporting you every step of the way.

-The Alpha Edison Team

At a Glance

  • Plug into the AE Platform

    • Schedule your onboarding call with the Alpha Edison team to align on expectations and resources (contact Steve Lapin at slapin@alphaedison.com)

    • Join the AE Founder Slack and Community Groups to connect with other founders in the portfolio

    • Share your company’s brand assets [logo, boilerplate, and short blurb]for use in AE materials. (contact Angela Jones - ajones@alphaedison.com)

    • Provide executive contact info so we can keep key stakeholders in the loop

    • Add investments@alphaedison.com to your monthly / quarterly / board update distribution list

    Get started with Standard Metrics & Carta

    • Onboard to Standard Metrics for real-time financial visibility. Standard Metrics is our solution to track key metrics, build + share board-ready dashboards, and forecasts

    • Onboard to Carta and provide Alpha Edison cap table access

    Establish Legal & Risk Infrastructure

    • If AE is on the Board of Directors, please confirm that your Directors &Officers (D&O) insurance is in place. Please contact Steve Lapin for guidance if necessary.

  • We’re always here to support you. Whether you have a quick question, need guidance, or just want to touch base, don’t hesitate to reach out. Our team is readily available and committed to helping you navigate challenges and seize opportunities - anytime you need us. Click here for our directory.

  • As part of onboarding, we find it important for portfolio companies to tighten up key legal and administrative foundations early. This includes a review of your corporate formation documents and legal structure to ensure alignment with future financing rounds.

    Founders should confirm their equity is subject to vesting and file their 83(b) elections within 30 days of grant to avoid tax complications. You’ll also receive a cap table template and setup guidance to ensure ownership is accurately tracked.

    Core contract templates such as employment agreements, NDAs, and IP assignment agreements, should be implemented across the team to protect the company’s assets and IP.

    Finally, establishing a compliance calendar will help you stay ahead of key filings, tax deadlines, and labor law posting requirements as your team grows.

  • Board Composition

    • Board Members: List of directors with their names, titles, and affiliations.

    • Roles & Responsibilities: Define the specific roles (e.g., Chairperson, Secretary, Treasurer) and their duties.

    • Committees: Outline any subcommittees (e.g., Audit, Compensation, Nominating) and their mandates.

    Board Charter

    • Purpose: State the board's role in governance and oversight.

    • Authority: Define the scope of the board's powers and limitations.

    • Meetings: Specify the frequency and format of board meetings.

    • Decision-Making: Outline procedures for voting and decision-making.

    Director Onboarding

    • Orientation Program: Provide new directors with information about the company, its culture, and governance practices.

    • Training: Offer ongoing education on industry trends, legal responsibilities, and board dynamics.

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First 30 Days Checklist

Make sure you are ….

“It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.”

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