Provide an Overview of Venture Capital Fund Operations
2
Share and Understand Job Role and Responsibilities
3
Introduction to the Sectors of Interest
4
Review company policies and procedures
5
Take Ethical Investing Training Course
6
Grant Access to Venture Capital Fund Management Software
7
Introduction to company's investment strategy
8
Understanding Deal Sourcing and Management
9
Provide Basic Financial Modelling Training
10
Set up Meetings with Portfolio Companies
11
Introduction to Key Stakeholders and Board Members
12
Approve introduction to existing portfolio companies
13
Training on using the Investment Committee Platform
14
Understanding and aligning with the Investment Criteria
15
Approval: Manager
16
Provide Necessary Compliance Training
17
Review of Current Deals Under Consideration
18
Setup of Email, Phone and Other Communication Tools
19
Verification of Personal Identification Details
20
Familiarize With Company Culture and Value System
21
Approval: HR Compliance training
Provide an Overview of Venture Capital Fund Operations
Introduce the new venture capital fund manager to the overall operations of the fund. Explain the fund's structure, investment strategy, and key responsibilities. Help them understand the fund's role in supporting startups and driving innovation in various industries. Discuss the potential impact of successful investments and the importance of mitigating risks. What tools or resources can be provided to ensure a smooth onboarding process?
Share and Understand Job Role and Responsibilities
Discuss the specific job role and responsibilities of the venture capital fund manager. Explain how their role fits into the overall fund management team. Highlight the importance of effective communication, decision-making, and maintaining relationships with key stakeholders. What key skills, knowledge, or experiences are required for success in this role?
1
Financial analysis
2
Due diligence
3
Negotiation
4
Market research
5
Portfolio management
Introduction to the Sectors of Interest
Introduce the venture capital fund manager to the sectors or industries of interest for potential investments. Discuss the current market trends, opportunities, and challenges in each sector. Emphasize the importance of staying updated with industry news, attending relevant events, and building a strong network within each sector. What additional resources or training can be provided to enhance their industry knowledge?
Review company policies and procedures
Provide an overview of the company's policies and procedures that govern venture capital fund operations. Discuss compliance requirements, ethical guidelines, and any specific protocols for deal sourcing, due diligence, and investment decision-making. Highlight the importance of adhering to these policies to protect the interests of the fund and its investors. Any additional training or resources needed for understanding and implementing these policies?
1
Anti-Money Laundering
2
Data Privacy
3
Conflicts of Interest
4
Code of Ethics
5
Risk Management
Take Ethical Investing Training Course
Complete the ethical investing training course to understand the principles of responsible investing. Discuss the importance of considering environmental, social, and governance (ESG) factors in investment decisions. How can ethical investing contribute to the long-term success and reputation of the venture capital fund?
Grant Access to Venture Capital Fund Management Software
Provide the necessary access and training for the venture capital fund management software. Explain how the software is used for deal sourcing, portfolio management, and reporting. Highlight any unique features or integration with other tools that can enhance efficiency. How can the software support the venture capital fund manager in their day-to-day tasks?
Introduction to company's investment strategy
Discuss the company's investment strategy, including the types of startups or companies the venture capital fund typically invests in. Explain the criteria for evaluating investment opportunities, such as market potential, competitive landscape, and team capabilities. What key factors should the venture capital fund manager consider when assessing potential investments?
1
Market size
2
Proprietary technology
3
Revenue growth potential
4
Exit strategy
5
Industry expertise
Understanding Deal Sourcing and Management
Explain the process of deal sourcing and management in the venture capital fund. Discuss different sources for finding potential investment opportunities, such as industry events, referrals, and startup databases. Highlight the importance of thorough due diligence and effective deal negotiation. How can the venture capital fund manager proactively identify promising investment opportunities?
Provide Basic Financial Modelling Training
Provide training on basic financial modelling techniques and tools used in venture capital fund analysis. Discuss key financial metrics, such as revenue projections, cash flow analysis, and valuation methods. Highlight the importance of financial modelling in assessing investment opportunities and supporting decision-making. What additional resources or support can be provided for further improving financial modelling skills?
1
Excel
2
Google Sheets
3
Tableau
4
Bloomberg
5
QuickBooks
Set up Meetings with Portfolio Companies
Facilitate introductory meetings between the venture capital fund manager and portfolio companies. Discuss the purpose of these meetings, which can include performance updates, strategic guidance, and relationship-building. Highlight the importance of regular communication and timely support for portfolio companies. How can the venture capital fund manager contribute value to portfolio companies beyond financial investments?
Introduction to Key Stakeholders and Board Members
Introduce the venture capital fund manager to key stakeholders and board members. Discuss their roles and responsibilities, and how they contribute to the success of the fund. Highlight the importance of building strong relationships and effective communication with these individuals. How can the venture capital fund manager collaborate with key stakeholders and board members to drive fund performance?
Approve introduction to existing portfolio companies
Obtain approval for introducing the new venture capital fund manager to existing portfolio companies. Discuss the benefits of this introduction, such as sharing industry expertise, identifying growth opportunities, and building rapport with portfolio company teams. What outcomes can be expected from these introductions?
1
Yes
2
No
Training on using the Investment Committee Platform
Provide training on using the investment committee platform for deal evaluation and decision-making. Discuss the features, functionality, and best practices for effective utilization. Highlight the importance of clear documentation and communication within the platform. How can the investment committee platform streamline the decision-making process and enhance collaboration?
Understanding and aligning with the Investment Criteria
Ensure the venture capital fund manager understands and aligns with the investment criteria set by the fund. Discuss the factors considered in evaluating potential investments, such as market size, competitive advantage, and scalability. Highlight any specific investment themes or focus areas defined by the fund. What steps can be taken to align the venture capital fund manager's investment approach with the fund's criteria?
1
Attend investment committee meetings
2
Discuss investment opportunities with senior team members
3
Research previous fund investments
4
Prepare investment thesis
5
Participate in due diligence process
Approval: Manager
Will be submitted for approval:
Introduction to the Sectors of Interest
Will be submitted
Review company policies and procedures
Will be submitted
Take Ethical Investing Training Course
Will be submitted
Grant Access to Venture Capital Fund Management Software
Will be submitted
Introduction to company's investment strategy
Will be submitted
Understanding Deal Sourcing and Management
Will be submitted
Provide Basic Financial Modelling Training
Will be submitted
Set up Meetings with Portfolio Companies
Will be submitted
Introduction to Key Stakeholders and Board Members
Will be submitted
Approve introduction to existing portfolio companies
Will be submitted
Training on using the Investment Committee Platform
Will be submitted
Understanding and aligning with the Investment Criteria
Will be submitted
Provide Necessary Compliance Training
Deliver compliance training to ensure the venture capital fund manager understands and adheres to regulatory requirements. Discuss anti-money laundering (AML) regulations, insider trading policies, and reporting obligations. Highlight the potential consequences of non-compliance. What resources or training materials can aid in understanding and implementing compliance measures?
1
Anti-Money Laundering
2
Insider Trading
3
SEC Reporting
4
GDPR Compliance
5
Cybersecurity
Review of Current Deals Under Consideration
Review the current deals under consideration by the venture capital fund. Discuss each deal's potential, risks, and alignment with the fund's investment strategy. Highlight any recommended actions or further due diligence required. What information or tools can help in evaluating these deals?
1
Deal A
2
Deal B
3
Deal C
4
Deal D
5
Deal E
Setup of Email, Phone and Other Communication Tools
Assist the venture capital fund manager in setting up their email, phone, and other communication tools. Provide guidance on using these tools for effective communication and collaboration with internal and external stakeholders. How can these communication tools streamline workflows and ensure timely responses?
Verification of Personal Identification Details
Verify the personal identification details of the venture capital fund manager. Discuss the confidentiality and security measures in place for handling sensitive information. Highlight any required documents or procedures for verification. What steps can be taken to ensure the protection of personal information?
Familiarize With Company Culture and Value System
Familiarize the venture capital fund manager with the company's culture and value system. Discuss the company's mission, vision, and core values. Highlight any specific cultural norms or expectations. How can the venture capital fund manager contribute to and uphold the company's culture?
