Step 6 — SG2X - Chapters - Fund Managers — SG2X Playbook

Posts tagged Step 6

PRM1 POA & Running Meeting Notes

PRM1 POA & Running Meeting Notes

Resource FMGuest UserSeptember 5, 2022Step 6

Financial Statement Quality Checklist

Financial Statement Quality Checklist

Resource FMGuest UserSeptember 5, 2022Step 6

Portfolio Company Dashboard Template

Portfolio Company Dashboard Template

Resource FMGuest UserSeptember 5, 2022Step 6

Portfolio Company Impact Metrics Collection Template

Portfolio Company Impact Metrics Collection Template

Resource FMGuest UserSeptember 5, 2022Step 6

Portfolio Company Commentary Template

Portfolio Company Commentary Template

Resource FMGuest UserSeptember 5, 2022Step 6

Portfolio Company Financial Statement & Commentary Request Email Template

Portfolio Company Financial Statement & Commentary Request Email Template

Resource FMGuest UserSeptember 5, 2022Step 6

PRM0 POA & Running Meeting Notes

PRM0 POA & Running Meeting Notes

Resource FMGuest UserSeptember 5, 2022Step 6

Quarterly Financial Reporting Kick Off Email Template

Quarterly Financial Reporting Kick Off Email Template

Resource FMGuest UserSeptember 5, 2022Step 6

Investor Reporting Template

Investor Reporting Template

Resource FMGuest UserSeptember 5, 2022Step 6

Investor Reporting Process Tracker

Investor Reporting Process Tracker

Resource FMGuest UserSeptember 5, 2022Step 6

Monitoring & Evaluation SOP

Monitoring & Evaluation SOP

Resource FMGuest UserSeptember 5, 2022Step 6