Operational Support
Scale up portfolio operations, without staffing up a huge team.
Offload activities like writing, event planning, and IT administration that take up a lot of time, but aren’t a high-value use of team time.
- Writing
- Event Coordination
- Custom Automation
Virtual Roundtable Coordination
Included in all plans
1. Plan
Quarterly meeting to determine what topics are of interest to the portfolio, drawing on feedback from previous roundtables. OneGuide can provide experts, or help prepare presentation materials for proprietary experts.
2. Coordinate
OneGuide manages scheduling, expert coordination, and presentation material preparation.
3. Communicate
Leading up to the event OneGuide monitors registrations, and helps drive attendance through reminders and invitee list-building.
4. Facilitate
On the day of the event, a member of the PE of VC firm team joins as “host”, while a OneGuide coordinator ensures logistics run smoothly.
Custom Content Writing
Included in Standard, Advanced, and Unlimited Plans
1. Identify
Identify an expert in your network who’s knowledge you’d like to codify, like a a Partner, an active LP, or a superstar operator from a past investment
2. Plan
30-minute scoping meeting with the expert and a OneGuide writer to definite the topic
3. Interview
60-minute interview to form the basis for a detailed, Q&A style content piece
4. Write
OneGuide will edit the transcript into a 2,000-3,000 word content piece, complete with tables and relevant illustrations.
Advanced Portal Customization
Included in Advanced and Unlimited plans
Prospect Access
Allow Founders/CEOs of prospective investments to have limited access to a portal, and to notify investing partners when they access content
Content Organization
Customized dashboards, menus, resource archive pages, and taxonomies
New User Flows
Customize the way new users are approved and welcomed when they join the portal
Advisor or LP Community
Create a differentiated experience for non-portfolio company community members, like board members or LPs
Custom Access Rules
Gate certain content to certain roles (e.g. only CEOs and CFOs can view compensation content)
Unlimited
Possibilities
Contact OneGuide to discuss how we can best address your unique use cases.
