[Webinar Recording] Building Scalable Portfolio Support

Belle Raab
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Portfolio support plays an important part in differentiating good investors from great investors. However, it can be hard to be a value-add investor when time and resources are constrained, which is why building scalable support is key.

We were joined by Jessica Lowenstein, Head of Platform at K50 Ventures, and Erica Amatori, Head of Platform at Left Lane Capital for a discussion on:

  • How each fund defines its approach to support
  • What systems/processes are needed to scale support
  • Tips for onboarding new companies into your portfolio
  • Navigating information flow between the investment team and ops
  • Advice for new funds thinking about formalizing their approach to support

Visible for Investors is a founders-first portfolio monitoring and reporting platform. Schedule time with our team to learn more.

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