A Guide to Onboarding New Companies into Your VC Portfolio

Published July 15, 2022


We can all agree that first impressions are important. Whether we like it or not, our first interactions with someone, often set the tone for the duration of the relationship. This holds true when it comes to welcoming a new company into your fund’s portfolio as well. Which is why it’s important for Venture Capital Platforms to provide new portfolio companies with an organized, well-thought-out, first impression to their post-investment support resources. This will help with company <> Platform engagement and is an opportunity to live up to your fund’s brand promise.

If you’re looking to improve your onboarding experience for new companies, check out the resources and templates in this guide to get started.

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This guide covers the following:

1) Sending your initial welcome email

2) Setting up your first introductory meeting

3) Sending out thoughtful swag

4) Integrating founders into your community

5) Scheduling a follow-up meeting

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Related Resources: 

How to Hire Your First VC Platform Role

Portfolio Data Collection Tips


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