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
Receive official job offer and start date
Congratulations on receiving your official job offer and start date! This task marks the beginning of your journey as a Family Office Venture Capital Associate. The job offer will include details such as your start date, salary, and benefits. It's important to carefully review this offer and confirm your acceptance. Once accepted, you can proceed to complete the necessary paperwork and prepare for your onboarding.
Complete initial paperwork including tax forms and HR documents
This task involves completing the initial paperwork required for your employment. These documents may include tax forms, confidentiality agreements, and other HR-related paperwork. Please ensure that you carefully read and understand each document before providing the requested information. If you have any questions or require assistance, reach out to the Human Resources team.
Obtain necessary workstation hardware and software
To effectively perform your role as a Family Office Venture Capital Associate, you'll need the necessary workstation hardware and software. This may include a laptop, desktop computer, specific software applications, or any other tools required for your daily tasks. Reach out to the IT department or designated contact to request and obtain the required hardware and software.
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Laptop
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Desktop Computer
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Tablet
Set up company email account and communication tools
As part of your onboarding process, it is essential to set up your company email account and become familiar with the communication tools used within the family office. This will facilitate effective communication and collaboration with your colleagues. Contact the IT department or the designated contact person to assist you in setting up your company email account and provide guidance on the usage of communication tools.
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Slack
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Microsoft Teams
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Zoom
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Google Meet
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Skype
Receive training on the office's document management system
One of the key tools used within the family office is the document management system. This system enables efficient organization, storage, and retrieval of important documents. During this task, you will receive training on how to effectively utilize the document management system. Familiarize yourself with its features, functions, and best practices to ensure seamless information management.
Introduction to family office's investment strategy
In this task, you will be introduced to the investment strategy of the family office. Gain an understanding of the investment principles, goals, and approaches followed by the office. Explore how the investment strategy aligns with the objectives of the family and its portfolio companies. Engage in discussions and ask questions to deepen your knowledge and ensure alignment with the family office's investment strategy.
Review established investment thesis and portfolio companies
During this task, you will review the established investment thesis and portfolio companies of the family office. Understand the underlying investment philosophy and criteria used to evaluate potential investments. Review the portfolio companies to gain insights into the industries, sectors, and types of businesses the family office has invested in. Familiarize yourself with the existing portfolio and its performance.
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Company A
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Company B
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Company C
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Company D
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Company E
Approval: CIO on investment strategy familiarity
Will be submitted for approval:
Review established investment thesis and portfolio companies
Will be submitted
Understand the due diligence process
As a Family Office Venture Capital Associate, it is crucial to understand the due diligence process followed by the family office. During this task, you will learn about the steps involved in conducting due diligence for potential investment opportunities. Gain insights into the key areas of focus, information gathering techniques, and analysis methods. Familiarize yourself with the due diligence checklist and templates used within the family office.
Approval: Due Diligence Process by Director of Venture Capital
Will be submitted for approval:
Understand the due diligence process
Will be submitted
Receive training on deal sourcing and screening methods
Deal sourcing and screening are critical aspects of the venture capital investment process. In this task, you will receive training on the methods and techniques used for deal sourcing and initial screening. Explore different sources of deal opportunities, evaluate potential investment targets, and understand the criteria used to assess investment suitability. Engage in discussions and collaborative exercises to enhance your deal sourcing and screening skills.
Reviewing dealflow systems and deal tracking software
Dealflow systems and deal tracking software play a crucial role in managing the venture capital investment pipeline. During this task, you will review the dealflow systems and deal tracking software used within the family office. Gain an understanding of their functionalities, features, and usage. Familiarize yourself with the process of entering, tracking, and analyzing deals. Take note of any challenges or issues faced during the review.
Introduction to legal terms for deal structuring
Deal structuring involves various legal aspects and terms that need to be understood and considered during the investment process. During this task, you will be introduced to the legal terms commonly used in deal structuring. Gain insights into the legal frameworks, agreements, and contracts involved in venture capital investments. Familiarize yourself with the legal team and reach out to them for any clarifications or further guidance.
Orientation meetings with key team members
Orientation meetings with key team members are essential to establish connections, understand roles, and foster collaboration within the family office. During this task, you will have the opportunity to meet and interact with key team members, including senior executives, investment managers, and support staff. Engage in meaningful conversations, ask relevant questions, and gain insights into their respective functions and contributions to the overall venture capital operations.
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Senior Executives
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Investment Managers
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Support Staff
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Legal Team
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IT Department
Training on preparing investment memos and presentations
Effective communication through investment memos and presentations is crucial in the venture capital industry. In this task, you will receive training on how to prepare impactful investment memos and presentations. Learn about the key components, structure, and best practices for conveying investment opportunities and insights. Engage in practical exercises to enhance your skills in crafting compelling investment memos and presentations.
Attend initial deal pitch meetings
Attending deal pitch meetings is an important part of your role as a Family Office Venture Capital Associate. During these meetings, investment opportunities are presented by entrepreneurs, startups, or intermediaries. Taking notes, asking questions, and actively participating in discussions will allow you to contribute meaningfully to the evaluation and decision-making process. Familiarize yourself with the deal pitch meeting schedule and guidelines.
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Meeting A
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Meeting B
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Meeting C
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Meeting D
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Meeting E
Assigned mentor for first few weeks
To support your onboarding process and facilitate a smooth transition, you will be assigned a mentor for the first few weeks. Your mentor will provide guidance, answer your questions, and help you navigate the various aspects of your role. Make the most of this opportunity by actively engaging with your mentor, seeking their advice, and leveraging their expertise to enhance your knowledge and performance.
Approval: Mentor on readiness
Will be submitted for approval:
Assigned mentor for first few weeks
Will be submitted
Begin initial deal screening tasks under supervision
In this task, you will start performing initial deal screening tasks under the supervision of experienced team members. As you screen potential investment opportunities, ensure you adhere to the given criteria and guidelines. Seek feedback, ask for clarification, and learn from the expertise of your colleagues. Take note of any challenges faced during the initial deal screening process and discuss them with your supervisor.
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Market Analysis
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Financial Evaluation
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Business Model Review
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Risk Assessment
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Competitor Analysis
Feedback session after initial weeks and setting official targets
After completing the initial weeks as a Family Office Venture Capital Associate, it's important to reflect on your performance and receive feedback. In this task, you will have a feedback session with your supervisor or designated feedback provider. Use this session to understand your strengths, areas for improvement, and to jointly set official targets for your role. Embrace feedback as a tool for growth and commit to achieving the established targets.
