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
- Portal Customization
- Community Engagement
Extend your team with services
Offload the time-intensive “behind the scenes” parts of event coordination. We’ll manage the invite list, emails, reminders, slides, recording and recap materials.
Firms own the strategic elements: you choose the topics and host the conversations.
OneGuide writers can interview experts on your team and in your network to ghostwrite content on their behalf. Your firm owns the output.
Get valuable insights out of your peoples’ heads and into a shareable medium.
When ensuring that value creation resources get utilized, engagement is the name of the game. We help firms put out newsletters, invites, and announcements on a quarterly cadence.
Meet with us once per quarter to align on the message and distribution lists, and we’ll roll out your communication plan.
Everything in OneGuide is trackable: which pages were viewed by which users, which execs registered for each event, and what what rating advice-seekers gave experts they interacted with.
Access reporting anytime, or request custom reports for your annual meeting.
How Roundtable Coordination Works
1. Plan
Choose events for the quarter, announced in a newsletter. 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.
How Ghostwriting 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
E.g. A top-performing portfolio CMO
2. Plan
30-minute scoping meeting with the expert and a OneGuide writer to definite the topic
E.g. "Leveraging customer stories in GTM"
3. Interview
60-minute interview to form the basis for a detailed, Q&A style content piece
Usually 12-15 tactical questions
4. Write
OneGuide will edit the transcript into a 2,000-3,000 word content piece, complete with tables and relevant illustrations.
Usually 2,000-3,000 words
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.