We’ve been hearing from a lot of people launching funds that they need a list to help them prioritize their time, build the right processes, and make more informed decisions. Most firms we meet have some form of a marketing presentation and fundraising plan but there’s still a lot more to do! In honor of His Airness, MJ, we’ve created The 23-Point Checklist that covers the key items you need to get going!
In addition to your marketing and fundraising plan, The 23-Point Checklist addresses important items like legal & compliance, The 7 Core Finance Files (see the Budget & Fund Model), all things finance (accounting, audit, tax, bills, etc.), day-to-day operations, and various software / tools that will give you time-saving superpowers. Please check it out by clicking the following link and let us know what you think!
There it is! While we know this won’t cover everything for every fund and firm, we hope it’s a helpful starting point and resource to use and share. For further reading, we’ve included links to our writings on Budgets and Fund Models, as well as links to Superhuman and Gusto. Enjoy!
We’re continuing to share more tools and resources via LinkedIn and our Website / Blog. We’re doing a lot of work right now with VC investors and VC funds, both established and new, but are also sharing resources for all types of funds and investment firms.
