Templates
Family Office
Family Office Venture Capital Analyst Onboarding
Family Office Venture Capital Analyst Onboarding
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Family Office Venture Capital Analyst Onboarding

1
Prepare the new hire's workstation
2
Set up electronic devices such as laptop and cellphone for work
3
Install all necessary software on the device
4
Create new hire's company email and other work-related accounts
5
Introduce the new hire to the team and office layout
6
Ensure all company policies and procedures are explained
7
Provide training on Venture Capital Industry Basics
8
Provide training on specific tasks of Family Office Venture Capital Analyst
9
Give an overview of the current portfolio
10
Providing understanding about the type of companies the Family Office invests in
11
Introduce to the process of deal sourcing, due diligence and portfolio management
12
Hand-over the ongoing projects and files
13
Explain the reporting structure and key individuals in the organization
14
Setup initial Check-in meetings
15
Approval: Immediate supervisor for the analyst’s understanding and readiness
16
Completion of compliance and security training
17
Assign Initial tasks
18
Introduce to the performance assessment and feedback process
19
Confirm health and safety training