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Your Best Investor Is a Customer
The cheapest, most founder friendly capital on earth does not come from an investor. It comes from a customer who pays upfront. Prepayments, deposits…
Aug 5
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Sean Cavanagh YBAWS!
1
Keep Your Equity, Lose the Wheel
Revenue based financing and venture debt both promise growth without dilution, keep your equity, keep control. But each hides a different trap, a…
Aug 4
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Sean Cavanagh YBAWS!
1
Control the Storm: ASSESSMENT
How Good Are You?
Aug 1
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Sean Cavanagh YBAWS!
1
July 2026
You Do Not Control the Storm, but You Can Set Sail
Every business faces predictable crises, learn why corporate risk, not revenue, decides your value and how preparation turns shocks into opportunity.
Jul 30
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Sean Cavanagh YBAWS!
1
Your Valuation Is a Beautiful Lie
In 2026, the headline number on your term sheet is theatre. Dirty term sheets, stacked liquidation preferences, and ratchets can make a $30M valuation…
Jul 28
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Sean Cavanagh YBAWS!
1
The Shackleton Standard: Case Study
How Preparation Turned a Crisis Into a Windfall
Jul 26
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Sean Cavanagh YBAWS!
1
Canada Will Pay You to Build
Canada quietly runs one of the most generous non dilutive funding systems on earth, and in 2026 it just got bigger. SR&ED now refunds 35 percent on the…
Jul 26
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Sean Cavanagh YBAWS!
1
Stop Chasing the Round
For twelve posts we diagnosed why the big venture round has failed founders outside AI. Now the fix. The smartest founders in 2026 are not chasing one…
Jul 26
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Sean Cavanagh YBAWS!
1
De Risking is Your Best Investment: Assessment
You do the math!
Jul 25
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Sean Cavanagh YBAWS!
1
De Risking Is Your Best Investment
The Components You Actually Control
Jul 23
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Sean Cavanagh YBAWS!
1
The Average Is Lying to You
US venture keeps posting record headlines. Behind them, one $10 billion AI deal was 48 percent of a single month, dragging the average deal to $47…
Jul 22
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Sean Cavanagh YBAWS!
2
One Deal. One Million. One Country.
Subtitle: Canada’s growth capital did not slow down in early 2026. It essentially stopped. One growth deal, one million dollars, the lowest quarterly…
Jul 21
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Sean Cavanagh YBAWS!
1
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