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
Prepare the new hire's workstation
Ensure that the new hire has a clean and organized workstation ready for them to start their work. This includes setting up their computer, desk, chair, and any necessary office supplies. The workstation should be comfortable and conducive to productivity.
1
Clean the desk
2
Set up computer and monitor
3
Arrange office supplies
4
Adjust the chair
5
Organize cables
1
Windows
2
MacOS
3
Linux
1
Corner office
2
Open workspace
3
Private office
1
Keyboard
2
Mouse
3
Desk lamp
4
Headset
5
Whiteboard
Set up electronic devices such as laptop and cellphone for work
Ensure that the new hire's laptop and cellphone are properly set up and ready for work. This includes installing necessary software, configuring email and other work-related accounts, and connecting to the company's network. The devices should be fully functional and secure.
1
Install operating system updates
2
Install antivirus software
3
Configure email account
4
Connect to company's Wi-Fi network
5
Install necessary productivity apps
1
Windows
2
MacOS
3
Linux
1
iPhone
2
Samsung Galaxy
3
Google Pixel
4
OnePlus
5
Motorola
1
Microsoft Office Suite
2
Adobe Creative Cloud
3
Slack
4
Zoom
5
VPN client
Install all necessary software on the device
Install the required software on the new hire's device to ensure they have all the necessary tools to perform their job effectively. This includes software specific to the venture capital industry, as well as general productivity and communication tools.
1
Excel
2
PowerPoint
3
Zoom
4
Slack
5
Bloomberg Terminal
1
Windows
2
MacOS
3
Linux
1
McAfee
2
Norton
3
Kaspersky
4
Avast
5
Bitdefender
1
Mind mapping software
2
Project management software
3
Financial modeling software
4
CRM software
5
Virtual data room software
Create new hire's company email and other work-related accounts
Create the new hire's company email and other work-related accounts to ensure they have access to necessary systems and communication channels. The accounts should be properly configured and ready for use.
1
Company email
2
Slack
3
Zoom
4
Bloomberg Terminal
5
CRM system
1
@companyname.com
2
@venturecapital.com
3
@familyoffice.com
1
LinkedIn
2
Twitter
3
AngelList
4
Crunchbase
Welcome to the team!
Introduce the new hire to the team and office layout
Welcome the new hire to the team and provide an overview of the office layout. This includes introducing them to their colleagues and giving them a tour of the office, pointing out key areas such as meeting rooms, kitchen, and restrooms. Help them feel comfortable and familiar with their new work environment.
1
Meeting rooms
2
Kitchen
3
Restrooms
4
Common areas
5
Print and copy room
Ensure all company policies and procedures are explained
Explain all relevant company policies and procedures to the new hire. This includes policies related to confidentiality, code of conduct, data security, and any other policies specific to the venture capital industry. Ensure that the new hire understands and agrees to comply with these policies.
1
Confidentiality policy
2
Code of conduct
3
Data security policy
4
Email and internet usage policy
5
Social media policy
1
In-person presentation
2
Online video tutorial
3
Company handbook
4
One-on-one discussion
5
Quiz or assessment
Provide training on Venture Capital Industry Basics
Provide training to the new hire on the basics of the venture capital industry. This includes explaining the role of venture capital, the investment process, and key industry terminology. Help the new hire develop a foundational understanding of the industry.
1
What is venture capital?
2
Role of venture capital in startup ecosystem
3
Types of venture capital funding
4
Investment process overview
5
Key industry terminology
1
Presentation slides
2
Online course
3
Case studies
4
Group discussion
5
Industry reports
Provide training on specific tasks of Family Office Venture Capital Analyst
Provide task-specific training to the new hire on the responsibilities and duties of a Family Office Venture Capital Analyst. This includes explaining the analytical tools and techniques used, the due diligence process, financial modeling, and any other related tasks. Equip the new hire with the necessary skills and knowledge to perform their job effectively.
1
Due diligence process
2
Financial modeling techniques
3
Valuation methods
4
Market research and analysis
5
Deal sourcing strategies
1
Internal manuals and guides
2
External courses or certifications
3
Industry publications
4
Case studies
5
Real-life project examples
Give an overview of the current portfolio
Provide an overview of the current portfolio of investments held by the family office. This includes explaining the types of companies in the portfolio, their industries, and the stage of their development. Help the new hire understand the company's investment focus and strategy.
1
Company names
2
Industry sectors
3
Investment amounts
4
Stage of development
5
Key highlights
Providing understanding about the type of companies the Family Office invests in
Explain the criteria and characteristics of the companies the family office invests in. This includes the industry sectors, stage of development, geographic focus, and any specific requirements or preferences. Help the new hire develop a clear understanding of the investment criteria.
1
Industry sectors of interest
2
Stage of development preferred
3
Geographic focus
4
Revenue and growth targets
5
Management team requirements
1
Market potential
2
Competitive advantage
3
Management team
4
Financial performance
5
Exit strategy
Introduce to the process of deal sourcing, due diligence and portfolio management
Introduce the new hire to the processes of deal sourcing, due diligence, and portfolio management. Explain how potential investment opportunities are sourced, the due diligence process for evaluating companies, and how the portfolio is managed. Help the new hire understand the end-to-end investment lifecycle.
1
Deal sourcing
2
Due diligence
3
Investment evaluation
4
Portfolio monitoring
5
Exit planning
1
Slides and presentation
2
Real-life examples
3
Group discussions
4
Case studies
5
Shadowing experienced team members
Hand-over the ongoing projects and files
Hand over any ongoing projects and files related to the new hire's role to ensure a smooth transition. Provide a clear overview of the current status, key tasks, and deadlines. Help the new hire get up to speed quickly and seamlessly.
1
Project A - Due diligence for Company X
2
Project B - Financial modeling for Company Y
3
Project C - Market research for Industry Z
4
Files in shared drive folder
5
Reports and analysis documents
1
In progress
2
On hold
3
Completed
4
Urgent
5
Pending review
Explain the reporting structure and key individuals in the organization
Explain the reporting structure and key individuals in the organization to the new hire. This includes their direct manager, the team members they will collaborate with, and any other key stakeholders. Help the new hire understand the hierarchy and communication channels within the organization.
1
Senior Analyst - John Smith
2
Portfolio Manager - Jane Doe
3
Investment Director - Mark Johnson
4
Legal Counsel - Sarah Williams
5
Administrative Assistant - Michael Brown
Setup initial Check-in meetings
Set up initial check-in meetings between the new hire, their direct manager, and other relevant team members. These meetings are intended to facilitate introductions, address any immediate questions or concerns, and establish open lines of communication. Help the new hire feel supported and welcomed.
1
Check-in meeting with direct manager
2
Introductory meeting with team members
3
Meeting with HR representative
4
Meeting with IT support
5
Meeting with senior leadership
1
Morning
2
Afternoon
3
Anytime
4
Specific time mentioned in comment section
Approval: Immediate supervisor for the analyst’s understanding and readiness
Will be submitted for approval:
Provide training on Venture Capital Industry Basics
Will be submitted
Provide training on specific tasks of Family Office Venture Capital Analyst
Will be submitted
Give an overview of the current portfolio
Will be submitted
Providing understanding about the type of companies the Family Office invests in
Will be submitted
Introduce to the process of deal sourcing, due diligence and portfolio management
Will be submitted
Hand-over the ongoing projects and files
Will be submitted
Explain the reporting structure and key individuals in the organization
Will be submitted
Setup initial Check-in meetings
Will be submitted
Completion of compliance and security training
Ensure that the new hire completes the necessary compliance and security training to meet regulatory requirements and protect sensitive information. This includes training on data privacy, cybersecurity, anti-money laundering, and any other relevant topics. Help the new hire understand their responsibilities in maintaining compliance and security.
1
Data privacy
2
IT security
3
Anti-money laundering
4
Ethics and compliance
5
Client confidentiality
1
Online learning management system
2
In-person instructor-led training
3
External training provider
4
Webinar series
5
Interactive e-learning modules
Assign Initial tasks
Assign initial tasks to the new hire to start their work and integrate them into ongoing projects. These tasks should be achievable and aligned with their skills and experience. Set clear expectations and provide any necessary guidance or resources.
1
Conduct market research for Company A
2
Prepare financial analysis for Company B
3
Assist in due diligence for Company C
4
Create presentation deck for upcoming meeting
5
Review legal documents for potential investment
1
High
2
Medium
3
Low
4
Urgent
5
Flexible
Introduce to the performance assessment and feedback process
Introduce the new hire to the performance assessment and feedback process. Explain how their performance will be evaluated, the criteria used, and the frequency of assessments. Encourage open and constructive communication to foster continuous growth and development.
1
Performance assessment criteria
2
Feedback channels
3
Frequency of assessments
4
Development and training opportunities
5
Goal setting process
Confirm health and safety training
Confirm that the new hire has completed the necessary health and safety training to ensure a safe working environment. This includes training on emergency procedures, first aid, ergonomics, and any other relevant topics. Help the new hire understand their responsibilities in maintaining health and safety.
