{"id":30196,"date":"2023-08-01T05:03:09","date_gmt":"2023-08-01T05:03:09","guid":{"rendered":"https:\/\/www.process.st\/templates\/family-office-venture-capital-associate-onboarding\/"},"modified":"2024-08-06T11:34:32","modified_gmt":"2024-08-06T11:34:32","slug":"family-office-venture-capital-associate-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/family-office-venture-capital-associate-onboarding\/","title":{"rendered":"Family Office Venture Capital Associate Onboarding"},"content":{"rendered":"\n<section id=\"receive-official-job-offer-and-start-date\">\n <h2>Receive official job offer and start date<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/5942b3cf-9cca-47f1-90fe-2ce4b1b5b53f\/kry7iaZye4Wn3oG3d1hIEg.png\" alt=\"Receive official job offer and start date\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/5942b3cf-9cca-47f1-90fe-2ce4b1b5b53f\/kry7iaZye4Wn3oG3d1hIEg.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  Congratulations on receiving your official job offer and start date! This task marks the beginning of your journey as a Family Office Venture Capital Associate. The job offer will include details such as your start date, salary, and benefits. It's important to carefully review this offer and confirm your acceptance. Once accepted, you can proceed to complete the necessary paperwork and prepare for your onboarding.\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Start Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Human Resources Contact <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"complete-initial-paperwork-including-tax-forms-and-hr-documents\">\n <h2>Complete initial paperwork including tax forms and HR documents<\/h2>\n <div class=\"text-content\">\n  This task involves completing the initial paperwork required for your employment. These documents may include tax forms, confidentiality agreements, and other HR-related paperwork. Please ensure that you carefully read and understand each document before providing the requested information. If you have any questions or require assistance, reach out to the Human Resources team.\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Tax Forms <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> HR Documents <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Human Resources Contact <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"obtain-necessary-workstation-hardware-and-software\">\n <h2>Obtain necessary workstation hardware and software<\/h2>\n <div class=\"text-content\">\n  To effectively perform your role as a Family Office Venture Capital Associate, you'll need the necessary workstation hardware and software. This may include a laptop, desktop computer, specific software applications, or any other tools required for your daily tasks. Reach out to the IT department or designated contact to request and obtain the required hardware and software.\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Workstation Hardware <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Laptop\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Desktop Computer\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Tablet\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Software Applications <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> IT Department Contact <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"set-up-company-email-account-and-communication-tools\">\n <h2>Set up company email account and communication tools<\/h2>\n <div class=\"text-content\">\n  As part of your onboarding process, it is essential to set up your company email account and become familiar with the communication tools used within the family office. This will facilitate effective communication and collaboration with your colleagues. Contact the IT department or the designated contact person to assist you in setting up your company email account and provide guidance on the usage of communication tools.\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Company Email Address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Communication Tools <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Slack\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Microsoft Teams\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Zoom\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Google Meet\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Skype\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> IT Department Contact <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"receive-training-on-the-offices-document-management-system\">\n <h2>Receive training on the office's document management system<\/h2>\n <div class=\"text-content\">\n  One of the key tools used within the family office is the document management system. This system enables efficient organization, storage, and retrieval of important documents. During this task, you will receive training on how to effectively utilize the document management system. Familiarize yourself with its features, functions, and best practices to ensure seamless information management.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Document Management System <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Trainer\/Mentor <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Training Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"introduction-to-family-offices-investment-strategy\">\n <h2>Introduction to family office's investment strategy<\/h2>\n <div class=\"text-content\">\n  In this task, you will be introduced to the investment strategy of the family office. Gain an understanding of the investment principles, goals, and approaches followed by the office. Explore how the investment strategy aligns with the objectives of the family and its portfolio companies. Engage in discussions and ask questions to deepen your knowledge and ensure alignment with the family office's investment strategy.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Investment Strategy Overview <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Investment Team Contact <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"review-established-investment-thesis-and-portfolio-companies\">\n <h2>Review established investment thesis and portfolio companies<\/h2>\n <div class=\"text-content\">\n  During this task, you will review the established investment thesis and portfolio companies of the family office. Understand the underlying investment philosophy and criteria used to evaluate potential investments. Review the portfolio companies to gain insights into the industries, sectors, and types of businesses the family office has invested in. Familiarize yourself with the existing portfolio and its performance.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Investment Thesis <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Portfolio Companies <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Company A\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Company B\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Company C\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Company D\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Company E\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"approval-cio-on-investment-strategy-familiarity\">\n <h2>Approval: CIO on investment strategy familiarity<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Review established investment thesis and portfolio companies<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"understand-the-due-diligence-process\">\n <h2>Understand the due diligence process<\/h2>\n <div class=\"text-content\">\n  As a Family Office Venture Capital Associate, it is crucial to understand the due diligence process followed by the family office. During this task, you will learn about the steps involved in conducting due diligence for potential investment opportunities. Gain insights into the key areas of focus, information gathering techniques, and analysis methods. Familiarize yourself with the due diligence checklist and templates used within the family office.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Due Diligence Process Overview <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Checklist and Templates <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Due Diligence Team Contact <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-due-diligence-process-by-director-of-venture-capital\">\n <h2>Approval: Due Diligence Process by Director of Venture Capital<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Understand the due diligence process<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"receive-training-on-deal-sourcing-and-screening-methods\">\n <h2>Receive training on deal sourcing and screening methods<\/h2>\n <div class=\"text-content\">\n  Deal sourcing and screening are critical aspects of the venture capital investment process. In this task, you will receive training on the methods and techniques used for deal sourcing and initial screening. Explore different sources of deal opportunities, evaluate potential investment targets, and understand the criteria used to assess investment suitability. Engage in discussions and collaborative exercises to enhance your deal sourcing and screening skills.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Deal Sourcing and Screening Methods <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Training Facilitator <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Training Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"reviewing-dealflow-systems-and-deal-tracking-software\">\n <h2>Reviewing dealflow systems and deal tracking software<\/h2>\n <div class=\"text-content\">\n  Dealflow systems and deal tracking software play a crucial role in managing the venture capital investment pipeline. During this task, you will review the dealflow systems and deal tracking software used within the family office. Gain an understanding of their functionalities, features, and usage. Familiarize yourself with the process of entering, tracking, and analyzing deals. Take note of any challenges or issues faced during the review.\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Dealflow Systems <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Deal Tracking Software <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Challenges and Remedies <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"introduction-to-legal-terms-for-deal-structuring\">\n <h2>Introduction to legal terms for deal structuring<\/h2>\n <div class=\"text-content\">\n  Deal structuring involves various legal aspects and terms that need to be understood and considered during the investment process. During this task, you will be introduced to the legal terms commonly used in deal structuring. Gain insights into the legal frameworks, agreements, and contracts involved in venture capital investments. Familiarize yourself with the legal team and reach out to them for any clarifications or further guidance.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Legal Terms Overview <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Legal Team Contact <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"orientation-meetings-with-key-team-members\">\n <h2>Orientation meetings with key team members<\/h2>\n <div class=\"text-content\">\n  Orientation meetings with key team members are essential to establish connections, understand roles, and foster collaboration within the family office. During this task, you will have the opportunity to meet and interact with key team members, including senior executives, investment managers, and support staff. Engage in meaningful conversations, ask relevant questions, and gain insights into their respective functions and contributions to the overall venture capital operations.\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Key Team Members <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Senior Executives\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Investment Managers\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Support Staff\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Legal Team\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     IT Department\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"training-on-preparing-investment-memos-and-presentations\">\n <h2>Training on preparing investment memos and presentations<\/h2>\n <div class=\"text-content\">\n  Effective communication through investment memos and presentations is crucial in the venture capital industry. In this task, you will receive training on how to prepare impactful investment memos and presentations. Learn about the key components, structure, and best practices for conveying investment opportunities and insights. Engage in practical exercises to enhance your skills in crafting compelling investment memos and presentations.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Investment Memos and Presentations Training <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Training Facilitator <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Training Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"attend-initial-deal-pitch-meetings\">\n <h2>Attend initial deal pitch meetings<\/h2>\n <div class=\"text-content\">\n  Attending deal pitch meetings is an important part of your role as a Family Office Venture Capital Associate. During these meetings, investment opportunities are presented by entrepreneurs, startups, or intermediaries. Taking notes, asking questions, and actively participating in discussions will allow you to contribute meaningfully to the evaluation and decision-making process. Familiarize yourself with the deal pitch meeting schedule and guidelines.\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Deal Pitch Meetings <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Meeting A\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Meeting B\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Meeting C\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Meeting D\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Meeting E\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"assigned-mentor-for-first-few-weeks\">\n <h2>Assigned mentor for first few weeks<\/h2>\n <div class=\"text-content\">\n  To support your onboarding process and facilitate a smooth transition, you will be assigned a mentor for the first few weeks. Your mentor will provide guidance, answer your questions, and help you navigate the various aspects of your role. Make the most of this opportunity by actively engaging with your mentor, seeking their advice, and leveraging their expertise to enhance your knowledge and performance.\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Assigned Mentor <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-mentor-on-readiness\">\n <h2>Approval: Mentor on readiness<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Assigned mentor for first few weeks<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"begin-initial-deal-screening-tasks-under-supervision\">\n <h2>Begin initial deal screening tasks under supervision<\/h2>\n <div class=\"text-content\">\n  In this task, you will start performing initial deal screening tasks under the supervision of experienced team members. As you screen potential investment opportunities, ensure you adhere to the given criteria and guidelines. Seek feedback, ask for clarification, and learn from the expertise of your colleagues. Take note of any challenges faced during the initial deal screening process and discuss them with your supervisor.\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Deal Screening Tasks <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Market Analysis\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Financial Evaluation\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Business Model Review\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Risk Assessment\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Competitor Analysis\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Supervisor <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"feedback-session-after-initial-weeks-and-setting-official-targets\">\n <h2>Feedback session after initial weeks and setting official targets<\/h2>\n <div class=\"text-content\">\n  After completing the initial weeks as a Family Office Venture Capital Associate, it's important to reflect on your performance and receive feedback. In this task, you will have a feedback session with your supervisor or designated feedback provider. Use this session to understand your strengths, areas for improvement, and to jointly set official targets for your role. Embrace feedback as a tool for growth and commit to achieving the established targets.\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Target Setting Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Supervisor\/Feedback Provider <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Receive official job offer and start date Congratulations on receiving your official job offer and start date! This task marks the beginning of your journey as a Family Office Venture Capital Associate. The job offer will include details such as your start date, salary, and benefits. It's important to carefully review this offer and confirm [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udc68\u200d\ud83d\udc69\u200d\ud83d\udc67\u200d\ud83d\udc66","cover_icon_url":"","tasks_count":"20","template_description":"","template_id":"jry-1QSesM5x8VKWcvNHuQ","task_0":"Receive official job offer and start date","task_slug_0":"receive-official-job-offer-and-start-date","task_1":"Complete initial paperwork including tax forms and HR documents","task_slug_1":"complete-initial-paperwork-including-tax-forms-and-hr-documents","task_2":"Obtain necessary workstation hardware and software","task_slug_2":"obtain-necessary-workstation-hardware-and-software","task_3":"Set up company email account and communication 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