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#162 VCs Closing Q2 w/ Playbook, Model, Valuation Updates The Quarterly Closeout: Happy last week of Q2 - time to close it out! Revisiting The Year-End CFO/Finance Checklists at Q2 Our year-end process can easily be applied to the end of Q2. We’ve seen a lot of different frameworks over the years to keep track of all the requirements for funds at year-end. One of our favorites is breaking things down into four buckets: portfolio companies, investor reporting, compliance/legal, and operations/HR. Here’s some of the top items in each bucket for year-end… #VC #VentureCapital #OpenLP https://lnkd.in/gsMBjwr4
CFO/COO, Chapter One | @TheFundCFO on Twitter & Substack | Founder, Airstream Alpha | Angel Investor
#162 VCs Closing Q2 w/ Playbook, Model, Valuation Updates The Quarterly Closeout: Happy last week of Q2 - time to close it out! Revisiting The Year-End CFO/Finance Checklists at Q2 Our year-end process can easily be applied to the end of Q2. We’ve seen a lot of different frameworks over the years to keep track of all the requirements for funds at year-end. One of our favorites is breaking things down into four buckets: portfolio companies, investor reporting, compliance/legal, and operations/HR. Here’s some of the top items in each bucket for year-end… #VC #VentureCapital #OpenLP https://lnkd.in/gGRDfDT3
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Discover how SVB Capital finds a new beginning with Pinegrove Capital Partners, ensuring continued management of $10B investments post SVB Financial's strategic sale. #SVBCapital #PinegroveCapitalPartners #FinanceNews
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