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Is this the first investment your firm has ever made? Go look at the last one...
It can be as simple as an excel table with headers of task | due date | responsible
Okay, thanks. Will go with spreadsheet then.
It is not the first investment. But for this new fund we recently raised, we have decided to take a more hands on approach, hence the 100-day plan.
I'd agree here - I think it's easiest to put it in excel. Have sections for main item, sub items, due dates for each, personat the portco who is leading the charge, and person at PE fund who is leading the charge. Work with the MGMT team to identify key steps and appropriate timelines.
For example, if you need to hire a new CFO, you would have something like:
Hire CFO: 1. Interview headhunters 2. Select and engage headhunter 3. Review HH shortlist 4. Interview shortlist candidates 5. Select two final candidates 6. Interview final candidates 7. Extend offer 8. Negotiate employment agreements 9. CFO start date
Assign a due date for each and key points of contact to hold people accountable
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