Templates
Venture Capital
Venture Capital Portfolio Associate Onboarding
Venture Capital Portfolio Associate Onboarding
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Venture Capital Portfolio Associate Onboarding

1
Provide welcome package and employment contract
2
Set up company email account and internal communication tools
3
Arrange for Human Resources introduction and policies briefing
4
Provide introduction to company's mission and vision
5
Provide detailed information on portfolio companies
6
Set up a meeting with the investment team
7
Arrange for training on investment analysis software and tools
8
Initiate compliance training and brief on legal obligations
9
Provide guidelines on due-diligence process and evaluation criteria for potential investments
10
Arrange a walk-through of investment report generation process
11
Assign a mentor for assistance and guidance during probation period
12
Set up meetings with portfolio company CEOs and Founders
13
Provide training on creating quarterly reports for portfolio companies
14
Approval: HR on completion of all initial trainings
15
Provide an overview of regular duties and responsibilities
16
Review and Set the Key Performance Indicators
17
Assign first project - Analysis of potential investment
18
Initiate training on handling investor queries and annual meeting presentations
19
Approval: Mentor on first project completion
20
Stakeholder introductions - Partners, Limited partners, Advisory board and Service providers