Templates
Venture Capital
Venture Capital Research Associate Onboarding
Venture Capital Research Associate Onboarding
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Venture Capital Research Associate Onboarding

1
Create and setup user accounts on necessary work systems
2
Provide an introduction and overview of the venture capital industry
3
Assign key readings on company philosophy and investment strategy
4
Walkthrough of company's current investment portfolio
5
Explain company's Due Diligence process and their role in it
6
Introduce to relevant team members and key contacts
7
Clarify process for weekly reports and meetings
8
Train on research software, databases, and deal tracking systems
9
Ensure associate understands ethical conduct and confidentiality rules
10
Arrange for a meeting with key fund managers
11
Approval: Manager on Understanding of research process
12
Provide an overview of company's exit strategies
13
Explain how to interpret financial statements and valuations
14
Assign a real project as an exercise and monitor progress
15
Approval: Training Supervisor on project exercise
16
Discuss and clarify job expectations and performance rates
17
Outline scope for networking and industry conferences
18
Explain the procedure for investment committee meetings
19
Ensure familiarity with terms and acronyms used in Venture Capital
20
Provide opportunities for questions and clarifications