Sunday, September 13, 2015

Entrepreneur vs. Venture Capitalist: The Curse Of The NDA

Prepare for battle by laying down your NDA.
That would be my advice to you as you enter the game to raise capital for your startup.
Look everywhere and you’ll see a vast sea of first time entrepreneurs dance with smiles on their face in the courtship game called “we need money to start or grow our business”.
On the other side of the dance floor are the angels and venture capitalists who watch the dancers. Sometimes in awe and admiration. Sometimes in pain and bewilderment.
But make no mistake, in this game of courtship is a stumbling block called the NDA (non-disclosure agreement or confidentiality agreement).
Through my connections with thousands of entrepreneurs world-wide, I understand one of the biggest roadblocks in the mind of a startup entrepreneur is the lack of almighty cash. Although I would disagree in many cases this is actually their biggest roadblock, for those truly ready to raise capital, I give you an insider’s look into the reasons you will never get an angel investor or venture capitalist to sign your NDA.

First, what’s the point of an NDA from the view of an entrepreneur? From my experience, it’s one of two things — they’re either trying to protect specific secrets (Intellectual Property) on how they plan to execute their idea; or secondly; they are trying to protect the ‘idea’ itself.
If you happen to be one of the latter, Paul Jones, entrepreneur, angel investor and current Chair of the Venture Best group for Michael Best and Friedrich, shared eye-opening insight with me;
“For entrepreneurs who think their basic idea is so good they can’t tell anyone — those folks lack the ego it takes to win the entrepreneurial game. In other words, they don’t have the moxie to think they can best execute on their idea.”
Of course I have been there myself in the early days as a first timer. Struck by the ‘greatest idea in the world’ lightning bolt, it’s hard to share with anyone for fear of having the idea ‘stolen’. And so you look for all those within earshot to sign your 20 year NDA in blood.
But here’s the thing: when it comes to courting professional investors (read: angels and venture capitalists) who literally see hundreds, if not thousands, of you every year, you can forget about it. Stick your NDA back in your pocket because it won’t get signed. And worse, you’ll look like a fool for asking.
Wait a minute you say… “but I really do have things about my business which are secret and I need to protect”.
So what’s a budding entrepreneur to do? If professional investors refuse to sign your NDA, what’s your next move?
Great questions. Let’s smash them down one at a time:
Investors in general refuse to sign NDAs. What do you do?
Your first move is to simply know they aren’t going to sign — so there is no point in asking. As referenced above, doing so just makes you look naive — which is not a person investors want to give their money to.
Scott Petty, Managing Director of Signal Peak Ventures, a VC firm out of Salt Lake City, put it to me like this:
“I think most entrepreneurs, at least the really good ones, realize that NDAs typically don’t get signed, so you don’t see them too much these days. I know when I do get an entrepreneur who wants an NDA, it puts a question mark in the good judgement category.”
And even when I spoke with serial entrepreneur turned angel investor Shlomo Kramer, founder and CEO of Silicon Valley-based Imperva, about his willingness to sign an NDA when he looks at deals to invest in, he flat-out told me this:
“I will not sign an NDA and prefer passing on the deal.”
So in other words, don’t ask.
But what is the reason why they won’t sign?
Jump on the other side of the table for a moment because it’s important for you to get some perspective. Sit in the seat occupied by your prospective professional investor. Think about it for a minute — they’re a business too. They need to bring in revenue. So how do they make money? Basically, it’s called ‘deal flow’. They need to see as many deals as they can, try to bet on the best ones which line up with their own areas of core competence, and hope and pray a few of the many they invest in actually pay off.
So essentially their bread and butter comes from the ‘deal flow’ part. As much as you want them to sign an NDA, to do so automatically puts chains around their ankles and handcuffs on their wrists. Imagine them signing NDAs from every entrepreneur they encounter? Soon buried by hundreds of NDAs, they’d be stuffed inside a box so tight with no room to wiggle even their nose.
Petty gave me some further thoughts on this from his perspective;
“After 14 years in this business I don’t think I’ve ever signed an NDA. I’m not willing to. In venture (capital) we look at too many businesses that are similar to each other to get entangled in multiple NDAs.”
In other words, to sign NDAs would kill their business model.
But you have Intellectual Property or secrets you’d rather not share, what then?
Yes — let’s say you do have some ‘secret sauce’ you can’t or don’t want to share. This is where your skill as an entrepreneur to build trusting relationships comes into play.
Kramer told me “entrepreneurs should qualify and vet who they are talking with instead of relying on NDAs”.
Which makes sense. Look, it’s called ‘relationship and trust’.
Shining light on the trust factor, Petty shared how it all works;
“I realize that many entrepreneurs have IP and ideas they want to protect. When I decline an NDA I let entrepreneurs know that I will do my best to carefully handle whatever information they are willing to share. I try to fully disclose any conflicts and overlapping investments we’ve made so they can gage what they feel comfortable sharing. Because we are in the deal flow business, if a few entrepreneurs feel like info(rmation) they’ve shared with me about their business has been misused or used to gain some type of competitive advantage, that’s not good and certainly doesn’t make the next guy comfortable in sharing his new idea (with me).”
So what to do? Take the advice of Kramer and instead of focusing on how to get your NDA signed, instead focus on finding professional investors with a high level of character and build relationships. VCs and angels are rooting for you. As you can see from Petty’s comments, they need you as much as you need them, so it’s unlikely you’ll get burned — as long as you choose wisely.
Think: Relationships and trust first.
The bottom line
Read hard between the lines and you’ll see NDAs are nothing more than poison in your relationship with a potential investor. I’ve watched too many entrepreneurs hold fast to their belief that because they “truly have the best idea (or technology) since the invention of time itself”, they should be treated differently.
Please don’t be one of them. Take the road best described in my in-depth conversation with Jones previously:
Know what you’re doing. Understand the rules of the investor game. And build relationships first.
But please, leave your NDA at home.
NOTE: If you don’t know me, I’m Eric. Husband, father & life-long entrepreneur.
If you’re an entrepreneur — let’s connect right here — right now.



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