Templates
Venture Capital
Venture Capital Market Research Analyst Onboarding
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Venture Capital Market Research Analyst Onboarding

1
Introduction and tour of the organization
2
Meet the team and understand the chain of command
3
Introduction to venture capital principles and best practices
4
Review of the analyst's role and responsibilities
5
Approval: Job Role and Responsibilities
6
Review and understanding of the venture capital firm's investment strategy
7
Introduction to firm's portfolio companies and their sectors of operation
8
Training on the market research tools and software used
9
Understanding the firm's due diligence process
10
Receiving and familiarizing with market and industry reports
11
Approval: Understanding of Market Reports
12
Understanding the deal-making process, from deal sourcing to exit
13
Becoming familiar with the firm's financial models and investment thesis
14
Practice on how to conduct company and industry analysis
15
Review of legal regulations and compliance requirements
16
Training on how to prepare investment memorandum and reports
17
Participating in a mock investment committee meeting
18
Training on client interactions and communication etiquette
19
Approval: Team Manager
20
Setting up of work station and issue of necessary hardware and software