# OCV Handbook ## About - [About the Handbook](https://handbook.opencoreventures.com/readme.md): Open Core Ventures' comprehensive handbook for building an open core company. - [Open Core](https://handbook.opencoreventures.com/how-we-work/open-core.md): Open core is a business model for monetizing open source software. Open core companies provide an open source core product and a commercial, source-available premium product. - [First Principles](https://handbook.opencoreventures.com/how-we-work/first-principles.md) - [Project & Founder Selection](https://handbook.opencoreventures.com/how-we-work/project-and-founder-selection.md) - [Company Formation & Support](https://handbook.opencoreventures.com/how-we-work/company-formation.md) - [Board of Directors](https://handbook.opencoreventures.com/how-we-work/board-of-directors.md) - [Onboarding](https://handbook.opencoreventures.com/founder-experience/onboarding.md) - [Office Hours](https://handbook.opencoreventures.com/founder-experience/office-hours.md) - [Runway](https://handbook.opencoreventures.com/founder-experience/runway.md) - [Building Blocks](https://handbook.opencoreventures.com/founder-experience/building-blocks.md) - [Vendor Deals](https://handbook.opencoreventures.com/founder-experience/vendor-deals.md) - [Operating Principles](https://handbook.opencoreventures.com/about-ocv/operating-principles.md): Our framework for making decisions and taking action, built on years of experience and learning what success looks like for OCV’s portfolio companies. - [Mission & Vision](https://handbook.opencoreventures.com/about-ocv/mission-and-vision.md) - [Handbook Guidelines](https://handbook.opencoreventures.com/about-ocv/handbook-guidelines.md) - [Style Guide](https://handbook.opencoreventures.com/about-ocv/style-guide.md) ## Startup Manual - [Startup Manual](https://handbook.opencoreventures.com/startup-manual/readme.md) - [Buyer-Based Open Core](https://handbook.opencoreventures.com/startup-manual/fundamentals/buyer-based-open-core.md) - [Licensing & Distribution](https://handbook.opencoreventures.com/startup-manual/fundamentals/licensing-and-distribution.md) - [OSS Community](https://handbook.opencoreventures.com/startup-manual/fundamentals/oss-community.md) - [Brand](https://handbook.opencoreventures.com/startup-manual/launch/brand.md) - [Announcements](https://handbook.opencoreventures.com/startup-manual/launch/announcements.md) - [Product](https://handbook.opencoreventures.com/startup-manual/gtm/product.md) - [Pricing](https://handbook.opencoreventures.com/startup-manual/gtm/pricing.md) - [Pricing Page](https://handbook.opencoreventures.com/startup-manual/gtm/pricing/pricing-page.md) - [Growth](https://handbook.opencoreventures.com/startup-manual/gtm/growth.md) - [Growth Goals](https://handbook.opencoreventures.com/startup-manual/gtm/growth/growth-goals.md) - [Content Marketing](https://handbook.opencoreventures.com/startup-manual/gtm/growth/content-marketing.md) - [Events & Conferences](https://handbook.opencoreventures.com/startup-manual/gtm/growth/events-and-conferences.md) - [Public Relations](https://handbook.opencoreventures.com/startup-manual/gtm/growth/public-relations.md) - [SaaS Customer Metrics](https://handbook.opencoreventures.com/startup-manual/gtm/growth/saas-customer-metrics.md) - [Sales](https://handbook.opencoreventures.com/startup-manual/gtm/sales.md) - [Sales Funnel](https://handbook.opencoreventures.com/startup-manual/gtm/sales/sales-funnel.md) - [Revenue Reporting](https://handbook.opencoreventures.com/startup-manual/gtm/sales/revenue-reporting.md) - [Channel Partners](https://handbook.opencoreventures.com/startup-manual/gtm/sales/channel-partners.md) - [Federal Sales](https://handbook.opencoreventures.com/startup-manual/gtm/sales/federal-sales.md) - [Fundraising Process](https://handbook.opencoreventures.com/startup-manual/fundraising/fundraising-process.md) - [Investor Management](https://handbook.opencoreventures.com/startup-manual/fundraising/investor-management.md) - [Pitch Deck](https://handbook.opencoreventures.com/startup-manual/fundraising/pitch-deck.md) - [Raising SAFEs](https://handbook.opencoreventures.com/startup-manual/fundraising/raising-safes.md) ## Company Operations - [Company Operations](https://handbook.opencoreventures.com/company-ops/readme.md): Founder process guides for operating an OCV company. - [Pulse](https://handbook.opencoreventures.com/company-ops/pulse.md) - [Roles](https://handbook.opencoreventures.com/company-ops/pulse/roles.md) - [Slack](https://handbook.opencoreventures.com/company-ops/pulse/slack.md): Connecting Pulse to your OCV Slack account to look up company info, check domains, and use other tools without leaving Slack. - [KPIs](https://handbook.opencoreventures.com/company-ops/pulse/kpis.md): How-to guide to submitting KPIs in Pulse. - [Utilities](https://handbook.opencoreventures.com/company-ops/pulse/utilities.md) - [Integrations](https://handbook.opencoreventures.com/company-ops/pulse/integrations.md) - [Hiring](https://handbook.opencoreventures.com/company-ops/people-ops/recruiting.md) - [Interview & Offer Process](https://handbook.opencoreventures.com/company-ops/people-ops/recruiting/interview-and-offer-process.md) - [HiPeople Guide](https://handbook.opencoreventures.com/company-ops/people-ops/recruiting/job-description-guide.md): Page Summary: How to write a job description. - [Greenhouse Guide](https://handbook.opencoreventures.com/company-ops/people-ops/recruiting/how-to-open-a-job-in-greenhouse.md) - [Compensation & Benefits](https://handbook.opencoreventures.com/company-ops/people-ops/employee-compensation-and-benefits.md) - [HR Compliance](https://handbook.opencoreventures.com/company-ops/people-ops/hr-compliance.md): Page Summary: Cyber security training, harassment training, - [Your Company's Handbook and Template](https://handbook.opencoreventures.com/company-ops/people-ops/hr-compliance/your-companys-handbook-and-template.md) - [Employee onboarding](https://handbook.opencoreventures.com/company-ops/people-ops/onboarding.md) - [Offboarding](https://handbook.opencoreventures.com/company-ops/people-ops/offboarding.md): Summary: Guidelines on offboarding employees. - [Accounting & Finance Team](https://handbook.opencoreventures.com/company-ops/finance-ops/finance-ops-systems-overview.md) - [Bank Management](https://handbook.opencoreventures.com/company-ops/finance-ops/bank-management.md) - [Company Expenses](https://handbook.opencoreventures.com/company-ops/finance-ops/company-expenses.md) - [Invoice & Payment Processing](https://handbook.opencoreventures.com/company-ops/finance-ops/payment-processing.md) - [Equity Ops](https://handbook.opencoreventures.com/company-ops/finance-ops/equity-ops.md) - [Taxes](https://handbook.opencoreventures.com/company-ops/finance-ops/taxes.md) - [Legal Team](https://handbook.opencoreventures.com/company-ops/legal-ops/legal-ops-overview.md): Page Summary: Legal ops systems, your legal partner, selecting a corporate law firm, board meeting procedures. - [Legal Compliance](https://handbook.opencoreventures.com/company-ops/legal-ops/legal-compliance.md) - [Data Compliance](https://handbook.opencoreventures.com/company-ops/legal-ops/data-compliance.md): What are the different data compliance frameworks and where to get certified. Updated February 2026. - [Business Insurance](https://handbook.opencoreventures.com/company-ops/legal-ops/guidelines-on-other-common-expenses.md) - [Name Change](https://handbook.opencoreventures.com/company-ops/legal-ops/name-change.md) ## Catalyst - [OCV Catalyst Program](https://handbook.opencoreventures.com/catalyst/readme.md) ## OCV Employees - [OCV Employees](https://handbook.opencoreventures.com/ocv-employees/ocv-employees.md): Handbook for internal OCV policies and operations. - [Communication](https://handbook.opencoreventures.com/ocv-employees/culture/communication.md) - [Meetings](https://handbook.opencoreventures.com/ocv-employees/culture/meetings.md) - [Values](https://handbook.opencoreventures.com/ocv-employees/culture/values.md) - [Investment Process](https://handbook.opencoreventures.com/ocv-employees/investment-process/investment-process.md) - [CEO Recruiting](https://handbook.opencoreventures.com/ocv-employees/investment-process/ceo-recruiting.md) - [Project Pipeline Meeting](https://handbook.opencoreventures.com/ocv-employees/investment-process/project-pipeline-meeting.md) - [Company Formation Process](https://handbook.opencoreventures.com/ocv-employees/vc-ops/company-formation-process.md) - [Internal Approvals & Conflict Checks](https://handbook.opencoreventures.com/ocv-employees/vc-ops/company-formation-process/internal-approvals-and-conflict-checks.md): New company approval process consists of two parts: GP approval and a GitLab conflict check. - [Legal Entity Structure](https://handbook.opencoreventures.com/ocv-employees/vc-ops/company-formation-process/legal-entity-structure.md): An overview of the two legal entity structures OCV uses for new companies: C-Corp and Public Benefit Corporation (PBC). - [Founder Offer & Equity](https://handbook.opencoreventures.com/ocv-employees/vc-ops/company-formation-process/founder-offer-and-equity.md): An overview of the offer letter process and equity guidelines for OCV founders. - [Company Name](https://handbook.opencoreventures.com/ocv-employees/vc-ops/company-formation-process/company-name.md): Tips on how to approach choosing a company name. - [Incorporation Documents](https://handbook.opencoreventures.com/ocv-employees/vc-ops/company-formation-process/incorporation-documents.md): Paperwork and filings required to legally incorporate a new OCV company, including the process and information required to file. - [Issue Equity & Options Pool](https://handbook.opencoreventures.com/ocv-employees/vc-ops/company-formation-process/issue-equity-and-options-pool.md): Founder share purchase process and the establishment of the company's options pool, including how both are sized and structured. - [Funding](https://handbook.opencoreventures.com/ocv-employees/vc-ops/company-formation-process/funding.md): SAFE structure used to fund OCV companies. - [Systems](https://handbook.opencoreventures.com/ocv-employees/vc-ops/company-formation-process/systems.md): Overview of systems that OCV Ops establishes throughout the formation process, which founders will rely on to run the business. - [Wind Down](https://handbook.opencoreventures.com/ocv-employees/vc-ops/wind-down.md) - [Fund Formation](https://handbook.opencoreventures.com/ocv-employees/vc-ops/fund-formation.md): Page Summary: - [Legal Matters](https://handbook.opencoreventures.com/ocv-employees/vc-ops/legal-matters.md): Page Summary: Legal matters around company incorporation, term sheet, and financing. - [Investor Relations](https://handbook.opencoreventures.com/ocv-employees/vc-ops/investor-relations.md) - [Benefits & Time Off](https://handbook.opencoreventures.com/ocv-employees/people-operations/benefits-and-time-off.md): Page Summary: OCV Guidelines on Employee Benefits, PTO, Holidays, Remote Work, and Parental Leave. - [Recruiting](https://handbook.opencoreventures.com/ocv-employees/people-operations/recruiting.md): Page Summary: OCV Recruiting Process Overview, Posting a Job, Interview Process, Culture Fit Considerations, and Resume Review Tips. - [Employee Lifecycle Guidelines](https://handbook.opencoreventures.com/ocv-employees/people-operations/employee-lifecycle-guidelines.md): Page Summary: Onboarding an employee, - [Registered Agents](https://handbook.opencoreventures.com/ocv-employees/compliance/registered-agents.md) - [Beneficiaries & KYC Requests](https://handbook.opencoreventures.com/ocv-employees/compliance/beneficiaries-and-kyc-requests.md) - [Conflicts of Interest](https://handbook.opencoreventures.com/ocv-employees/compliance/conflicts-of-interest.md) - [Brand](https://handbook.opencoreventures.com/ocv-employees/marketing/brand.md) - [Logos & assets](https://handbook.opencoreventures.com/ocv-employees/marketing/brand/logos-and-assets.md) - [Visual Design](https://handbook.opencoreventures.com/ocv-employees/marketing/brand/visual-design.md) - [Payroll](https://handbook.opencoreventures.com/ocv-employees/finance-operations/payroll.md) - [Expenses](https://handbook.opencoreventures.com/ocv-employees/finance-operations/expenses.md) - [Pre-Launch Costs](https://handbook.opencoreventures.com/ocv-employees/finance-operations/pre-launch-costs.md) - [Vendor Management](https://handbook.opencoreventures.com/ocv-employees/finance-operations/vendor-management.md) - [Tax](https://handbook.opencoreventures.com/ocv-employees/finance-operations/tax.md) - [Fund Administration](https://handbook.opencoreventures.com/ocv-employees/finance-operations/fund-administration.md): Page Summary: Fund administration teams, record keeping, and capital call process. - [Mail/Statements Management](https://handbook.opencoreventures.com/ocv-employees/finance-operations/mail-statements-management.md) - [Fixed Asset Management](https://handbook.opencoreventures.com/ocv-employees/finance-operations/fixed-asset-management.md) - [Reporting Deadlines](https://handbook.opencoreventures.com/ocv-employees/finance-operations/reporting-deadlines.md) --- # Agent Instructions This documentation is published with GitBook. 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