Templates
Family Office
Family Office Venture Capital Associate Onboarding
Family Office Venture Capital Associate Onboarding
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Family Office Venture Capital Associate Onboarding

1
Receive official job offer and start date
2
Complete initial paperwork including tax forms and HR documents
3
Obtain necessary workstation hardware and software
4
Set up company email account and communication tools
5
Receive training on the office's document management system
6
Introduction to family office's investment strategy
7
Review established investment thesis and portfolio companies
8
Approval: CIO on investment strategy familiarity
9
Understand the due diligence process
10
Approval: Due Diligence Process by Director of Venture Capital
11
Receive training on deal sourcing and screening methods
12
Reviewing dealflow systems and deal tracking software
13
Introduction to legal terms for deal structuring
14
Orientation meetings with key team members
15
Training on preparing investment memos and presentations
16
Attend initial deal pitch meetings
17
Assigned mentor for first few weeks
18
Approval: Mentor on readiness
19
Begin initial deal screening tasks under supervision
20
Feedback session after initial weeks and setting official targets