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.

Virtual Roundtable Coordination

Included in all plans

HOW IT WORKS

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

HOW IT WORKS

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

EXAMPLES OF PRIOR CUSTOMIZATION

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.

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