A checklist (with templates) for onboarding new portfolio companies

Best practices to help your new companies succeed
Best practices and ideas for collecting and leveraging portfolio company data.

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

This guide covers the following steps:
  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

Download now to systemize & strengthen your company onboarding