Templates
Venture Capital
Venture Capital Investment Analyst Onboarding
Venture Capital Investment Analyst Onboarding
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Venture Capital Investment Analyst Onboarding

1
Provide access to company systems and resources
2
Arrange for Investment Analyst basic training
3
Review and understand company's investment strategy
4
Approval: Investment strategy understanding
5
Introduction to investment portfolio management
6
Understanding Venture Capital legal and financial frameworks
7
Practice financial modelling and cashflow analysis
8
Learn tools used for sourcing and tracking opportunities
9
Analyzing investment market patterns
10
Unit: Understanding due diligence in investment decisions
11
Approval: Due Diligence understanding
12
Run through case studies of previous investments made
13
Introduction to company's communication and reporting standards
14
Role-play with senior analysts for first investment pitch
15
Preparing reports under supervision
16
Approval: Report Preparation
17
Learning feedback process after investment decisions
18
Review and understand risk management
19
Shadow Senior Analyst for negotiation processes
20
Approval: Understanding Negotiation Process