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Find answers to common questions and get the support you need
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Getting Started
New to StartupVision? Start here
Core Analysis
Market, competitors, financials
AI Tools
Chat, voice, generators
Premium Tools
Business plan, stress test, more
Export & Sharing
PDFs and saved ideas
Plans & Billing
Subscriptions and payments
Account
Profile and usage limits
Troubleshooting
Errors and support
Feature Guides
Deep dives for premium tools and integrations
Trend Alerts
Signals on markets, competitors, and demand.
Team Collaboration
Workspaces, roles, tasks, and history.
Batch Processing
Run multiple validations/exports in one go.
Comparative Analysis
Side-by-side scoring with a consistent rubric.
Custom Prompts
Reusable prompt packs with guardrails.
API Access
Automate validations and exports securely.
API Keys
Generate/rotate keys and keep secrets out of clients.
Policy Generator
Framework-mapped policies with control tables.
White Label
Unbranded exports and custom domains.
Single Sign-On (SSO)
SAML/OIDC setup with your IdP.
Audit Logs
Exportable evidence for SOC 2/ISO.
Custom Integrations
Webhooks, exports, and bespoke connectors.
Priority Support
Channels and response expectations.
Strategy Call
What to expect and how to prepare.
Getting Started
How do I create an account?
Creating an account is quick and easy:
- Click "Get Started" on the homepage
- Click "Sign in with Google" button
- Select your Google account or enter your credentials
- Accept the permissions to create your account
- You'll be automatically signed in and taken to your dashboard
How do I run my first validation?
Follow these steps to validate your startup idea:
- Click "Get Started" and sign in with Google
- You'll be taken to the validation dashboard
- Click "New Analysis" or press the "+" button
- Enter your idea title (keep it short and descriptive)
- Fill in your detailed idea description—include target audience, problem solved, and proposed solution
- Click "Validate My Idea"
- Wait for your analysis to complete (typically under a few minutes)
How do I understand my validation results?
Your validation report includes multiple sections to give you a complete picture:
- Executive Summary: Quick overview of your idea's viability with an overall score
- Market Analysis: TAM/SAM/SOM breakdown, market trends, and growth potential
- Competitive Analysis: Key competitors, their strengths/weaknesses, and your differentiation opportunities
- Financial Projections: Revenue forecasts, costs, and break-even timeline
- Risk Assessment: Potential challenges and mitigation strategies
- Recommendations: Actionable next steps to move forward
What do I need to get started?
All you need is:
- A Google account for sign-in
- Your startup idea (even a rough concept works!)
- A few minutes to describe your idea
No credit card required for the Free plan. You can start validating immediately!
How long does a validation take?
Processing time:
- All plans: typically under a few minutes
Processing times may vary based on idea complexity and server load.
Understanding your dashboard
Your dashboard is your command center for all startup validation activities:
Dashboard Layout
- Top Navigation Bar: Access features, pricing, help, and your profile settings
- Usage Stats: View remaining validations, saved ideas count, and plan details
- Quick Actions: Start new validation, access saved ideas, or explore features
- My Ideas Section: All your validated ideas with search and filter options
- Smart Recommendations: AI-suggested next steps based on your activity
Key Dashboard Features
- Idea Cards: Quick overview of each validation with score, date, and status
- Filter & Sort: Organize by date, score, name, or status
- Bulk Actions: Export or delete multiple ideas at once
- Notification Center: Updates on validations, billing, and new features
Saving and managing ideas
Effectively organize and manage your validated startup ideas:
Automatic Saving
Every validation you complete is automatically saved to your account. You don't need to manually save - your ideas are preserved immediately after analysis completes.
Managing Your Ideas
- Access "My Ideas" from the dashboard sidebar or top navigation
- Click any idea card to view its full analysis
- Use the search bar to find ideas by name or keyword
- Filter by date range, score range, or status
- Sort by newest, oldest, highest score, or alphabetically
Idea Actions
- Rename: Click the edit icon to update the idea title
- Duplicate: Create a copy to iterate on variations
- Export: Download as PDF, JSON, or text format
- Share: Generate a shareable link (Growth+)
- Delete: Permanently remove from your account
- Archive: Hide from main view without deleting
Storage Limits by Plan
- Free: 1 saved idea
- Starter: 10 saved ideas
- Founder: 25 saved ideas
- Growth: 100 saved ideas
- Business & Enterprise: Unlimited saved ideas
Core Analysis Features
How do I use Market Intelligence Analysis?
Market Intelligence Analysis provides comprehensive market sizing and opportunity assessment for your startup idea.
- Run a validation analysis for your idea
- Navigate to the "Market Analysis" section in your results
- Review your TAM (Total Addressable Market), SAM (Serviceable Addressable Market), and SOM (Serviceable Obtainable Market)
- Check growth projections and market trends
- Analyze demand signals and market saturation levels
How do I use Competitive Analysis?
Competitive Analysis identifies and analyzes your key competitors to help you find your unique positioning.
- Run a validation analysis for your idea
- Navigate to the "Competitive Analysis" section in your results
- Review each competitor's profile including their strengths, weaknesses, and market position
- Check the SWOT positioning matrix
- Identify differentiation opportunities highlighted by the AI
How do I use Financial Projections?
Financial Projections generate the exact financials VCs want to see, including P&L forecasts and unit economics.
- Run a validation analysis for your idea
- Navigate to the "Financial Projections" section in your results
- Review your projected revenue, costs, and profit margins by year
- Analyze CAC (Customer Acquisition Cost) and LTV (Lifetime Value) metrics
- Check your break-even timeline and funding requirements
How do I use Risk Assessment?
Risk Assessment identifies potential threats to your business and provides mitigation strategies before problems occur.
- Run a validation analysis for your idea
- Navigate to the "Risk Assessment" section in your results
- Review risks organized by category (market, technical, financial, regulatory, etc.)
- Check the severity and probability ratings for each risk
- Review recommended mitigation strategies for each identified risk
How do I use Execution Strategy?
Execution Strategy provides a step-by-step action plan to turn your validated idea into a launched business.
- Complete a validation analysis for your idea
- Click on "Execution Plan" in the Action Tools tab
- Review your customized timeline with key milestones
- Check priority-ranked action items for each phase
- Use the checklist to track your progress
How do I use SWOT Analysis?
SWOT Analysis provides a comprehensive view of your startup's strategic position:
- Run a validation analysis for your idea
- Navigate to the "Strategic Analysis" section in your results
- Review each quadrant: Strengths, Weaknesses, Opportunities, Threats
- Use the strategic recommendations to leverage strengths and address weaknesses
- Export the SWOT matrix for team discussions and planning
Understanding Each Quadrant
- Strengths (Internal): What advantages does your idea have? What do you do better than competitors?
- Weaknesses (Internal): What could you improve? What resources do you lack?
- Opportunities (External): What trends could you take advantage of? What market gaps exist?
- Threats (External): What obstacles do you face? What are your competitors doing?
How do I use Legal Considerations?
Legal Considerations helps you identify regulatory requirements and legal risks for your startup:
- Complete a validation analysis for your idea
- Navigate to the "Legal & Regulatory" section in your results
- Review industry-specific regulations and compliance requirements
- Check intellectual property considerations
- Note recommended legal actions and timeline
What's Covered
- Business Formation: Entity type recommendations (LLC, C-Corp, S-Corp)
- Intellectual Property: Patent, trademark, copyright considerations
- Regulatory Compliance: Industry-specific requirements (HIPAA, PCI-DSS, GDPR, etc.)
- Contracts Needed: Terms of service, privacy policy, employment agreements
- Licenses & Permits: Business licenses, professional licenses, industry permits
How do I use Go-to-Market Strategy?
Go-to-Market Strategy creates a customized launch plan to get your first customers:
- Complete a validation analysis for your idea
- Navigate to the "Go-to-Market" section in your results
- Review recommended acquisition channels for your target market
- Check the phased launch timeline with specific milestones
- Analyze customer acquisition cost estimates by channel
Strategy Components
- Target Segments: Prioritized customer segments with profiles
- Channel Strategy: Best channels for your audience (content, paid, partnerships, etc.)
- Messaging Framework: Value propositions by segment
- Launch Phases: Pre-launch, launch, and scale phases with KPIs
- Budget Allocation: Recommended spend across channels
- Metrics to Track: Key performance indicators for each phase
How do I use Comparative Analysis?
Comparative Analysis lets you compare multiple startup ideas side-by-side to make better decisions:
- Validate at least 2 ideas you want to compare
- Go to "Compare Ideas" from your dashboard
- Select the ideas you want to compare (up to 4)
- Review the side-by-side comparison across all metrics
- Check the AI recommendation for which idea to pursue
Comparison Metrics
- Overall Scores: Viability score comparison
- Market Size: TAM/SAM/SOM comparison
- Competition Level: Market saturation and competitor strength
- Financial Potential: Revenue projections and margins
- Risk Profile: Key risks and their severity
- Resource Requirements: Time, money, and skills needed
How do Smart Recommendations work?
Smart Recommendations uses AI to suggest personalized next steps based on your validation results:
How It Works
- Complete a validation analysis
- Smart Recommendations appear in your results under "Recommended Actions"
- Each recommendation is prioritized by impact and effort
- Click any recommendation for detailed guidance
- Mark recommendations as completed to track progress
Types of Recommendations
- Quick Wins: High-impact, low-effort actions to do immediately
- Research Tasks: Areas needing more investigation
- Build Tasks: Product development priorities
- Marketing Tasks: Customer acquisition activities
- Risk Mitigation: Actions to address identified risks
Recommendation Examples
- "Conduct 10 customer discovery interviews in your target segment"
- "Create a landing page to test demand before building"
- "Research competitor pricing to validate your price point"
- "Protect your brand name with a trademark application"
- "Set up basic analytics before launch to track key metrics"
AI Tools
What information does the AI analyze?
Our AI analyzes multiple factors:
- Market Size & Growth: TAM/SAM/SOM breakdown, growth trends
- Competitive Landscape: Up to 50 competitor deep-dives
- Financial Projections: 5-year P&L, CAC/LTV analysis
- Risks & Challenges: 10+ risk categories analyzed
- Opportunities: Market gaps, differentiation strategies
How do I export my analysis report?
For Starter+ users:
- Open the analysis report you want to export
- Click the "Export" button at the top-right
- Choose format: PDF (formatted) or JSON/CSV (raw data)
- Download will start automatically
How do I use the AI Chat Assistant?
AI Chat lets you have a conversation about your validation results and get personalized guidance:
- Complete a validation analysis first
- Click the chat icon in your analysis results
- Ask follow-up questions about your results
- Request deeper analysis on specific sections
- Get strategic recommendations tailored to your idea
- "How can I differentiate from [competitor name]?"
- "What's the best go-to-market strategy for my budget?"
- "Explain the financial projections in more detail"
- "What are the biggest risks I should address first?"
The AI remembers your validation context throughout the conversation for relevant, personalized answers.
How do I use the Voice AI Agent?
Voice AI Agent lets you talk through strategy like with a co-founder:
- Click the microphone icon in your dashboard
- Allow microphone access when prompted
- Start talking about your strategy or ask questions
- Get real-time voice feedback and guidance
- Ask follow-up questions naturally in conversation
How do I use the Pitch Generator?
Pitch Generator creates multiple versions of your pitch for different audiences:
- Complete a validation analysis for your idea
- Navigate to the Action Tools tab
- Click "Generate Pitch"
- Select the pitch type you need (Tweet, VC Pitch, Simple Explanation)
- Copy and use your generated pitch
- Tweet Pitch: 280-character version for social media
- VC Pitch: 60-second elevator pitch for investors
- Grandma Pitch: Simple explanation anyone can understand
How do I use the Landing Page Generator?
Landing Page Generator creates high-converting copy for your startup's landing page:
- Complete a validation analysis for your idea
- Navigate to the Action Tools tab
- Click "Generate Landing Page"
- Review and customize the generated copy sections
- Copy the content to use on your website builder
- Multiple headline and subheadline variations
- Feature bullet points
- CTA (Call-to-Action) optimization suggestions
- Social proof sections
How do I use the Revenue Model Generator?
Revenue Model Generator helps you validate your business model and explore monetization strategies:
- Complete a validation analysis for your idea
- Navigate to the Action Tools tab
- Click "Generate Revenue Model"
- Review multiple monetization strategies suited to your business
- Analyze unit economics for each model
- Multiple monetization strategy options (subscription, freemium, marketplace, etc.)
- Pricing tier recommendations
- Unit economics analysis
- Revenue scaling projections
Export & Sharing
How do I export my analysis as a PDF?
Create professional, investor-ready PDF reports of your validation analysis:
- Open the analysis report you want to export
- Click the "Export" button at the top-right of the results
- Select "PDF" format
- Choose branding options (Starter: branded, Growth+: unbranded available)
- Download will start automatically
How do I save and manage my ideas?
Save your validated ideas to access them anytime:
- After completing a validation, your idea is automatically saved
- Access all saved ideas from your dashboard's "My Ideas" section
- Click on any idea to view its full analysis
- Use the search/filter options to find specific ideas
- Delete ideas you no longer need to free up space
- Free: 1 saved idea
- Starter: 10 saved ideas
- Growth+: Unlimited saved ideas
How do I export as JSON or text format?
Export your validation data in machine-readable formats for integration with other tools:
JSON Export
- Open the analysis report you want to export
- Click the "Export" button at the top-right
- Select "JSON" format
- Choose which sections to include (or export all)
- Download the structured data file
Text Export
- Open the analysis report
- Click "Export" then select "Text"
- Get a clean, formatted text version
- Perfect for pasting into documents or emails
Use Cases
- JSON: Import into spreadsheets, databases, or other analysis tools
- JSON: Feed into your own applications via data pipeline
- Text: Share in emails or Slack messages
- Text: Copy into Google Docs or Notion
Understanding Results
How accurate are the results?
Our analysis is based on real-time data and industry benchmarks. However:
- Results are predictive, not guaranteed. Markets change rapidly.
- Accuracy improves with better input (more details = better analysis)
- Use results as a starting point for deeper research
- Financial projections are estimates based on industry averages
What is TAM/SAM/SOM?
- TAM (Total Addressable Market): The total market demand for your product
- SAM (Serviceable Addressable Market): The segment you can reach with your business model
- SOM (Serviceable Obtainable Market): The realistic portion you can capture
Investors use these metrics to evaluate market opportunity. StartupVision provides methodology alongside the numbers.
How often should I re-validate my idea?
Recommended validation schedule:
- Initial: Validate your raw idea
- After research: Re-validate with more details (customer interviews, pricing research)
- After MVP: Validate again with actual user data
- Quarterly: Check for market changes and new competitors
Plans & Billing
What's included in the Free plan?
Free Plan includes:
- 2 validations per month
- 2 competitor analysis per validation
- 1-year financial projections
- Smart recommendations
- Community support
Perfect for testing ideas and getting started. No credit card required!
How do I upgrade my plan?
Upgrading is simple:
- Click your profile picture in the top-right
- Select "Upgrade Plan"
- Choose Starter ($497/yr), Founder ($1,997/yr), Growth ($4,997/yr), Business ($9,997/yr), or Enterprise ($24,997+/yr)
- Enter your payment details (secure Stripe checkout)
- Your upgrade is instant!
Can I cancel anytime?
Yes! No commitments.
- Go to Account Settings then Billing
- Click "Cancel Subscription"
- You'll keep access until the end of your current billing period
- After cancellation, you'll automatically move to the Free plan
Do you offer refunds?
We do not offer refunds for partial months of service. Here's why:
- You can try the Free plan before upgrading
- AI processing costs are incurred immediately when you use the service
- When you cancel, you keep access until your billing period ends
If you're experiencing technical issues, please contact support@startupvision.ai
Account Management
How do I upgrade my plan?
Upgrading unlocks more features and higher limits:
- Click your profile picture in the top-right corner
- Select "Upgrade Plan" or go to Account Settings
- Choose your plan: Starter ($497/yr), Founder ($1,997/yr), Growth ($4,997/yr), Business ($9,997/yr), or Enterprise ($24,997+/yr)
- Enter your payment details through secure Stripe checkout
- Your upgrade is instant—new features are available immediately!
How do I manage my profile?
Update your account information and preferences:
- Click your profile picture in the top-right corner
- Select "Account Settings"
- Update your display name and preferences
- Manage notification settings
- View your usage statistics and billing history
How do I understand my usage limits?
Track your usage to avoid running into limits:
- View your current usage in the dashboard header or Account Settings
- Check validations remaining for the current month
- Monitor AI Chat usage (Growth+ plans)
- Track saved ideas count against your limit
- Free: 2 validations, 1 saved idea
- Starter: 8 validations, 10 saved ideas, 15 AI Chat messages
- Founder: 15 validations, 25 saved ideas, 50 AI Chat messages
- Growth: 50 validations, 100 saved ideas, unlimited AI Chat
- Business: Unlimited validations, unlimited ideas, 500 API calls
- Enterprise: Unlimited validations, unlimited ideas, 5000 API calls
How do I set up API access?
Integrate StartupVision into your own applications with our API:
Getting Started with API
- Go to Account Settings then API Access
- Click "Generate API Key"
- Copy your key (it won't be shown again)
- Store it securely in your application
- Include the key in your API request headers
API Capabilities
- Validation API: Submit ideas programmatically and receive analysis
- Ideas API: List, retrieve, and manage saved ideas
- Export API: Get analysis data in JSON format
- Webhooks: Receive notifications when validations complete
Rate Limits
- Enterprise: 2,000 API calls per month
- Burst limit: 10 requests per second
- Webhook retries: 3 attempts with exponential backoff
- Never expose API keys in client-side code
- Rotate keys periodically (quarterly recommended)
- Use environment variables to store keys
- Monitor usage for unusual patterns
How do I downgrade my plan?
Downgrade to a lower tier when you need fewer features:
How to Downgrade
- Go to Account Settings then Billing
- Click "Change Plan"
- Select your new plan tier
- Confirm the downgrade
- Changes take effect at the end of your current billing period
Important Considerations
- Saved Ideas: If you have more ideas than the new limit allows, you'll need to delete some or they'll become read-only
- Features: Premium features become unavailable immediately
- Exports: Download all data before downgrading to ensure you keep it
Troubleshooting
Common errors and solutions
Here are solutions to common issues you might encounter:
- Refresh the page and try again
- Check your internet connection
- Try providing more detail in your idea description
- Clear browser cache if the issue persists
- Upgrade to a higher tier for more validations
- Wait until the 1st of next month for limit reset
- Delete unused saved ideas to free up space
- This feature requires a higher tier plan
- Click "Upgrade" to access premium features
- Check our pricing page for feature availability
- Check that pop-up blockers are disabled for our site
- Try a different browser
- Ensure you have PDF export permission on your plan
- Allow microphone access when prompted by browser
- Check that no other app is using the microphone
- Try refreshing the page
- Test your microphone in system settings
- Ensure third-party cookies are enabled
- Try signing in with an incognito/private window
- Clear browser cookies for Google and StartupVision
- Disable browser extensions that might block sign-in
Understanding rate limiting
Rate limiting protects the service and ensures fair usage for all users:
What is Rate Limiting?
Rate limiting restricts how many requests you can make in a given time period. This prevents system overload and ensures everyone has access to the service.
Rate Limit Types
- Monthly Validations: Based on your plan tier
- Burst Limits: Maximum requests per minute (prevents rapid-fire submissions)
- API Limits: For programmatic access (Enterprise only)
- AI Chat Messages: Available on Growth+ plans
If You Hit a Rate Limit
- Wait for the indicated time before retrying
- Check your usage in Account Settings
- Consider upgrading if you consistently hit limits
- Contact support if you believe the limit is in error
Browser compatibility
StartupVision works best with modern browsers:
Fully Supported Browsers
- Chrome: Version 90 and later (recommended)
- Firefox: Version 88 and later
- Safari: Version 14 and later
- Edge: Version 90 and later (Chromium-based)
Limited Support
- Opera: Generally works but not officially tested
- Brave: Works with shields adjusted for our domain
Not Supported
- Internet Explorer (all versions)
- Older browser versions not listed above
Required Browser Features
- JavaScript enabled
- Cookies enabled (for authentication)
- localStorage enabled (for preferences)
- Microphone access (for Voice Agent feature)
Clearing cache and troubleshooting
Many issues can be resolved by clearing your browser cache:
When to Clear Cache
- Page not loading correctly or showing old content
- Features not working as expected
- After we announce a major update
- Buttons or links not responding
How to Clear Cache
Quick Fix: Hard Refresh
- Windows/Linux: Ctrl + Shift + R
- Mac: Cmd + Shift + R
How do I contact support?
Get help when you need it:
- Email Support: support@startupvision.ai - Available to all users
- Chat Support: Click the chat icon in your dashboard - Growth+ plans
- Dedicated Support: Your account manager will contact you - Enterprise plans
- Free/Starter: Within 24-48 hours
- Founder: Within 24 hours (email)
- Growth: Within 12 hours (chat)
- Business: Within 4 hours (priority)
- Enterprise: Within 2 hours (dedicated)
- Your account email
- Description of the issue
- Screenshots if applicable
- Steps to reproduce the problem
For sales inquiries or partnership opportunities, contact: info@startupvision.ai
Account & Security
Is my startup idea safe? Do you share or sell my data?
Your ideas are completely safe. We NEVER sell your data.
Security measures:
- All data encrypted in transit (TLS 1.3) and at rest (AES-256)
- Secure cloud infrastructure (Firebase)
- AI processes your ideas but does NOT use them for model training
- We never share, sell, or monetize your idea content
- You retain full ownership of all your ideas and content
Read our full Privacy Policy.
How do I export all my data (GDPR)?
You have the right to export all your data:
- Go to Account Settings then Privacy
- Click "Export My Data"
- We'll email you a download link within 24 hours
- Download includes: profile, all ideas, analysis results, usage history
Link expires in 7 days for security.
How do I delete my account?
To permanently delete your account:
- Go to Account Settings then Danger Zone
- Click "Delete Account"
- Confirm deletion (this cannot be undone)
- Your data enters a 30-day recovery period
- After 30 days, all data is permanently deleted
Startup Resources
Banking Setup Guide
Starter+
Set up your startup's financial foundation with the right banking infrastructure:
Best Banks for Startups
- Mercury: No fees, excellent API integrations, built for startups
- Brex: Corporate cards with high limits, no personal guarantee
- Relay: Multiple accounts for budgeting, profit-first approach
Account Setup Checklist
- EIN (Employer Identification Number) from IRS
- Articles of Incorporation or Organization
- Operating Agreement (for LLCs)
- Government-issued ID for all account signers
Payment Processing Comparison
- Stripe: 2.9% + $0.30 per transaction, best developer tools
- Square: 2.6% + $0.10 in-person, great for retail
- PayPal: 2.99% + $0.49, trusted brand recognition
Cash Flow Basics
- Maintain 3-6 months of operating expenses in reserve
- Separate business and personal finances completely
- Set up automatic categorization for expenses
- Review cash flow weekly in the early stages
Accounting Essentials
Starter+
Master the financial fundamentals that keep your startup healthy:
Cash vs Accrual Accounting
- Cash Basis: Record income when received, expenses when paid. Simpler for small startups under $25M revenue
- Accrual Basis: Record when earned/incurred, regardless of payment. Required for larger companies, preferred by investors
Key Metrics to Track
- Burn Rate: Monthly cash spent on operations. Calculate: (Starting Cash - Ending Cash) / Months
- Runway: Months until cash runs out. Calculate: Cash Balance / Monthly Burn Rate
- Gross Margin: (Revenue - COGS) / Revenue. Target 70%+ for SaaS
- CAC: Customer Acquisition Cost. Sales + Marketing spend / New Customers
When to Hire a CPA
- Revenue exceeds $100K annually
- Raising outside funding
- Hiring employees (not just contractors)
- Complex entity structure or multiple states
- Preparing for due diligence or audit
Tax Considerations by Entity
- Sole Proprietor: Self-employment tax (15.3%), Schedule C
- LLC: Pass-through taxation, flexibility in tax treatment
- S-Corp: Avoid SE tax on distributions, reasonable salary required
- C-Corp: 21% corporate rate, double taxation on dividends
Legal Foundations
Starter+
Build your startup on solid legal ground:
Entity Type Comparison
- LLC: Flexible, pass-through taxation, limited liability. Best for: small teams, lifestyle businesses
- C-Corp: Unlimited shareholders, preferred stock options, VC-friendly. Best for: fundraising startups
- S-Corp: Pass-through with limited shareholders (100 max). Best for: profitable small businesses
- Delaware C-Corp: Industry standard for VC-backed startups, established case law
IP Protection Basics
- Trademark: Protect brand names, logos, slogans. File with USPTO ($250-$350)
- Copyright: Automatic for original works, register for enforcement ($35-$55)
- Patent: Protect inventions, 20-year monopoly. Provisional ($1,600) or utility ($2,000+)
- Trade Secret: Protect confidential business info through NDAs and policies
Essential Contracts Needed
- Founder Agreement (equity split, vesting, roles)
- Employee/Contractor Agreement with IP assignment
- NDA (Non-Disclosure Agreement)
- Terms of Service & Privacy Policy
- Customer/Client Agreement
- SAFE or Convertible Note (for fundraising)
When to Hire a Lawyer
- Incorporating (especially as C-Corp)
- Raising funding or issuing equity
- Complex contract negotiations
- IP disputes or patent filing
- Employment issues or terminations
Cybersecurity Basics
Starter+
Protect your startup and customer data from day one:
Security Checklist for Startups
- Enable 2FA (two-factor authentication) on all accounts
- Use a password manager (1Password, Bitwarden)
- Encrypt laptops and mobile devices
- Use VPN for remote work on public networks
- Implement least-privilege access controls
- Regular security awareness training for team
- Automated backups with tested recovery
- SSL/TLS certificates for all web properties
Common Threats Awareness
- Phishing: Deceptive emails/messages to steal credentials. Train team to verify sender
- Ransomware: Malware that encrypts data for ransom. Maintain offline backups
- Insider Threats: Malicious or negligent employees. Implement access monitoring
- Supply Chain: Attacks through third-party vendors. Vet all integrations
- Social Engineering: Manipulation to gain access. Verify unusual requests
Data Protection Fundamentals
- Classify data by sensitivity (public, internal, confidential, restricted)
- Encrypt data at rest and in transit
- Implement data retention and deletion policies
- Document data flows and storage locations
- Plan for breach notification requirements
Compliance Overview
Starter+
Navigate regulatory requirements for your startup:
GDPR/CCPA Basics
- GDPR (EU): Consent-based data processing, right to erasure, data portability, 72-hour breach notification
- CCPA (California): Right to know, delete, opt-out of sale, non-discrimination
- Key Requirements: Privacy policy, cookie consent, data subject requests process, DPA with vendors
Industry-Specific Regulations
- FinTech: PCI-DSS (payment cards), SOX (public companies), state money transmitter licenses
- HealthTech: HIPAA (patient data), FDA (medical devices), HITECH
- EdTech: FERPA (student records), COPPA (children under 13)
- SaaS: SOC 2 Type II, ISO 27001, data residency requirements
Compliance Timeline by Stage
- Pre-seed: Privacy policy, terms of service, basic security practices
- Seed: GDPR/CCPA compliance, employee handbook, contractor agreements
- Series A: SOC 2 Type I, vendor risk management, security policies
- Series B+: SOC 2 Type II, ISO 27001, industry certifications, dedicated compliance team
Still Need Help?
Our support team is here for you. Get in touch and we'll help you out.
Business & Enterprise users: Priority support with faster response times
Resource Guides
Comprehensive guides to help you build and grow your startup
Security Guide
Protect your startup idea and data with security best practices
Accounting Guide
Financial fundamentals and bookkeeping for startups
Compliance Guide
Navigate regulatory requirements and industry compliance
Legal Guide
Essential legal considerations for your startup journey
Banking Guide
Setting up business banking and financial infrastructure
Best Practices
Get the most out of StartupVision validation