fund managers
Step 5: Portfolio Value Creation
This stage serves as a guide to help fund managers build their portfolio companies’ management systems and teams in order to maximize the likelihood of successful growth plan execution, becoming a gender-smart market leader and company integration with other portfolio companies.
In order to maximize the potential success of a portfolio company, we have found it beneficial to take hands-on ownership of operations during the initial stage of the investment. Bringing in management, financial and marketing expertise to build a company's internal capacities greatly increases their chance of success. In this section, you will find tools and procedures to conduct this capacity development and return management to a well-trained internal team.
RESOURCES
Step 1 - On Board and Build (VC)
Step 2 - Operate (VC)
Step 3 - Transfer (VC)
Exec's Program Implementation Roadmap Tool
Mastering Planning SOP
Executing Battle Rhythms SOP
Setting Up & Managing a Gender-Smart Board SOP
Running Effective Board Meetings SOP
13-Steps to Closing the Books
13-Week Cashflow Tool
13-Week Cashflow Tool One-Pager
Mastering Cash Flow
Accounting Policies & Procedures Manual
Financial Policies & Procedures Manual
Job Interview Questionnaire Template
Performance Review Template
6 Steps to Writing Great Position Agreements and Template
10 Simple Strategies to Run Inclusive Meetings
Marketing Assessment Tool
Sales Pipeline Template
Simple Financial KPIs Template
Labor Efficiency Analysis Tool
Governance Reporting Template
Executive Reporting Dashboard Example
Third Party Tools - Value Creation
E-Myth: Creating Your Organization Chart Guide
NCNA Code of Ethics for Board Members
Resources: