The Anatomy of a Technology Partnership Agreement

Thanks to more usable technology like application programming interface (API) connections, Software-as-a-Service (SaaS) businesses often partner with other SaaS businesses for technology partnerships through an integration. Just like any other engagement, though, you should have an agreement that outlines the parameters of the integration. This post will give you a high level overview of what goes into a Technology Integration Agreement.

6 Key Considerations in Enterprise SaaS Sales Deals

When negotiating a deal to sell your Software-as-a-Service (SaaS) product to an Enterprise company, you must keep some key considerations in mind. Let’s be honest here – the Enterprise will likely push their weight against your smaller company in negotiating terms – but if you go in prepared with what to expect, you’ll have a better chance to close the deal in a quicker timeline. This post will outline 6 key considerations when negotiating an Enterprise SaaS deal.

The Anatomy of an Asset Purchase Agreement

Acquisitions happen often in the business world – whether it’s one company acquiring the entirety of another, or acquiring specific products, services, or offerings of another. The core agreement behind these transactions is called an Asset Purchase Agreement. This post will give you a high level overview of what goes into an Asset Purchase Agreement, and some of the key considerations to make when drafting, negotiating, and executing one.

The Anatomy of a Platform-as-a-Service (PaaS) Agreement Package

Platform-as-a-Service (PaaS) solutions offer a cloud-hosted platform for software developers to develop, deploy, and manage applications – so that they don’t have to worry about setting up, managing, maintaining, and monitoring cloud instances. Popular PaaS solutions include products from Amazon Web Services, Microsoft Azure, Aptible, and Heroku. A standard PaaS Agreement Package generally consists of three parts: Cloud Services Agreement, Service Level Agreement, and an Acceptable Use Policy. This post will give you a high level overview of what goes into a PaaS Agreement Package.

The Anatomy of a Data Processing Agreement (DPA)

If your SaaS company is doing business with Enterprise companies or handling personal data in general, you’ll likely be required by your Enterprise customers to sign a Data Processing Agreement in addition to your standard Terms of Service/Software as a Service Agreement. This post will give you a high level overview of a Data Processing Agreement.

The Anatomy of a Referral Partner Agreement

Building a referral (or partner) program is a method often employed by Software-as-a-Service (SaaS) companies to grow, without the need to hire tons of sales representatives. Just like any other business arrangement, there should be an appropriate written agreement in place between your business and the referral partner outlining how the arrangement will work with provisions to protect your business. If your SaaS company is planning to build out a referral program – this post will give you a high level overview of what should be in a referral program agreement.

8 Non-Negotiables of your SaaS Agreement

When you’re selling your Software-as-a-Service (SaaS) product, your enterprise customers may want to negotiate, redline, and push back on your contract. Some of their asks are reasonable, but there should be some clear non-negotiables. This isn’t about the business terms, …

The Anatomy of a Software Value-Added Reseller (VAR) Agreement

A common use-case for Software businesses today is utilization of a value-added reseller (VAR). This type of arrangement is when a VAR bundles your software in or with other products or components and resells the resulting, integrated product to end-users under their brand name. A VAR doesn’t use your standard sales agreement, though. You should have a very specific Value-Added Reseller agreement with the appropriate provisions to protect your business, your product, and liability. This post will give you a high level overview of the anatomy of a Software Value-Added-Reseller Agreement.

Terms of Service vs. SaaS Agreement vs. End User License Agreement – Which One Do You Need?

If you’re running a software business, you need some policies and agreements in place to make sure you are protected. But what exactly do you need to sell your product? Is it a Terms of Service, SaaS Agreement, or a End User License Agreement? This post will give you a high level overview of the difference between these three specific documents.

6 Things Your Customers will Negotiate in Your Software Sales Agreement

If you’re selling software to larger organizations, chances are the legal department needs to get involved to negotiate some specific provisions in your software license or SaaS agreement (depending on what kind of software you sell). The key here is to make sure you are protected, while still coming to an amicable agreement with your customer. This post will give you a high level overview of 6 key provisions that your customers are likely to negotiate with you on.

Handling the Data of Citizens of Other Countries

If your software business handles the personally identifiable information (PII) of citizens of other countries, you should get familiar with data privacy laws across the world – because you’re likely bound to them. If you violate the laws, you may be liable for hefty fines (or worse). This post will give you a high level overview of handling the data of citizens of other countries.

The Anatomy of an Employment Agreement Package

An Employment Agreement Package are the documents executed between your company and a new employee. Making sure this package has all the necessary documents and provisions following relevant state and local employment regulations, as well as keeping your best interests in mind is important to make sure you are protected. This post will give you a high level overview of what goes into an Employment Agreement Package for a non-executive member of your team.

Data Security Incident Mitigation for Software Companies

Data security is important for software companies. because most, if not all, are handling some sort of sensitive data. Data security incidents happen, and they will keep happening. It’s in your best interest to mitigate data security incidents as much as possible. This post will give you a high level overview of what you should do to mitigate data security incidents, and be prepared if/when it happens to you.

Forming a 501(c)(3) Nonprofit Organization

501(c)(3) Nonprofit Organizations (NPO) are organizations built to further a charitable, social, or beneficial cause – specifically in religious, scientific, literary, or educational settings. NPO’s use the money they make to further their cause instead of distributing it to it’s shareholders, leaders, or members. Forming a 501(c)(3) NPO takes some work, though. This post will give you a high level overview of how to form a Nonprofit Organization.

The CARES Act for Startups and Small Businesses

On March 27, 2020 – reacting to the global COVID-19 pandemic, the United States Congress passed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). Title 1 of the CARES Act is aimed at assisting small and medium-sized businesses negatively impacted by the pandemic. This post will give you a high level overview of the CARES Act for Startups and Small Businesses.

The Anatomy of a Telecommuting (Remote Work) Policy

Thanks to the wonders of technology, telecommuting/remote work is a common and accepted practice. Having an established remote work policy allows you to hire talent anywhere, and keep things moving in times of emergency when everyone is forced to work from home. This post will give you a high level overview of the anatomy of a telecommuting policy.

The Anatomy of an App Development Agreement

Companies small and large often employ the help of application or web development firms to build their products. Some eventually hand-off to an in-house team, and others keep the firms to act as their engineering team. Regardless of the arrangement, there should be a clear agreement in place between the hiring company and the app development firm outlining specifics.

High Level Overview of Independent Contractors vs. Employees

There are several important legal, benefit, tax, and human resources implications when it comes to Independent Contractors vs. Employees. The parties involved aren’t just your company – but also includes the Department of Labor, the Internal Revenue service, state, and local authorities. This post will give you a high level overview of the difference between the two, and what could happen if you misclassify one for the other.

Growing your Business: HR and Employment Regulations and Policies

You’ve raised funding, and you’re off to the races. Your company is growing quickly, and you’re steadily hiring more full-time employees. This post will give you a high level overview of what internal policies you should have, and what federal and local laws you must follow when hiring full time employees.

Anatomy of a SAFE Term Sheet

If you are considering raising venture funding, you’ve likely heard of SAFE (Simple Agreement for Future Equity) Agreements. SAFE’s are good for early stage startups raising seed capital from angel investors, friends, and family before receiving institutional venture capital financing. This post will give you a high level overview of the anatomy of a SAFE Term Sheet.

Data Privacy and Security of your Vendors

Data privacy and security is more important than ever, and it extends beyond just your company. It forwards to all of your vendors, services providers, third party apps, and anyone else that processes (or handles) your data – whether it is an advertising platform, email provider, marketing technology, or even your appointment booking system. Vendor Security Assessments help you make sure of this.

Money Talks: Venture Capital Fundraising vs. Bootstrapping

Starting and running a company is not easy or cheap. You have options for funding – the most common of which are Venture Capital (VC) Fundraising or Bootstrapping (bankrolling yourself). Both have their pro’s, con’s, payouts, and drawbacks – and this post is here to give you a high level overview of what to think about when making the decision.