Templates
Venture Capital
Venture Capital Due Diligence Specialist Onboarding
Venture Capital Due Diligence Specialist Onboarding
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Venture Capital Due Diligence Specialist Onboarding

1
Introduce the new hire to the VC Due Diligence team
2
Provide an overview of their role and responsibilities
3
Familiarize them with the firm's VC investment strategy
4
Review and signing of confidentiality agreements
5
Present the VC due diligence process and toolkit
6
Provide detailed training on the due diligence template
7
Review the firm's code of conduct and ethics policy
8
Training on the use of CRM system for deal flow management
9
Set up meetings with key personnel
10
Provide training on conducting startup valuations
11
Provide training on assessing financials and business plans
12
Attend live due diligence session with senior team member
13
Approval: Manager for completed training modules
14
Assign the first due diligence task for a potential investment
15
Shadowing a senior specialist during an investor meeting
16
Provide feedback and guidance on the first due diligence performed
17
Approval: Senior Specialist for first Due Diligence conducted
18
Set personal development and training goals
19
Provide set of guidelines for continuous learning and professional development
20
Finishing the probation period and final onboarding evaluation