Portfolio Company Engagement Template¶
Standard structure and process for engaging with portfolio companies.
PortCo Pod Structure¶
Relationship / Team / Overall¶
Primary: Christoph | Supporting: Max, Tommy
- Oversees overall flow and stakeholder management
- Rallies team and ensures engagement success
- Sets up checkpoints and manages escalations
Product Innovation¶
Business Stream¶
Primary: Adrien | Supporting: Christoph
- Oversees clear KPIs for each opportunity
- Drives upside calculations
- Manages initial value tracking and path towards upside calculation
Human Stream¶
Primary: Mel
- Runs interviews, ethnographic research, workshops
- Helps define opportunity areas
- Scopes out products and value props
- Builds product and implementation roadmap
Art of Possible¶
Primary: TBD
- Understands baseline tooling and best-in-market solutions
- Drives build/buy/partner assessment to inform PRDs
Tech & Data¶
Primary: Wade | Supporting: Ana
- Conducts high-level current tech vs future state infrastructure analysis
- Drives build/buy assessment to inform PRDs
Product (Outcome)¶
- Prioritized and shortlisted Opportunity Areas
- Use cases and vendor evaluation framework
- Product and implementation roadmap
Capability Build¶
Tech & Data¶
Primary: Wade | Supporting: Ana
- Understands current tech infra and future state requirements
- Guides tech assessment of vendors
- Helps with quick wins around prompting
People & Org¶
Primary: Ana | Supporting: Christoph
- Runs office hours
- Helps educate and understand organizational gaps
RCVC Productization (Internal)¶
Primary: Max or Ze'ev
- Runs in parallel to working team
- Figures out productization of workflows
- Automates what's possible and creates prompts
Engagement Phases¶
Phase 1: Discovery & Contracting¶
Objectives: - Understand PortCo context and needs - Align on scope and deliverables - Establish working relationship
Key Activities: - Initial stakeholder meetings - Review existing materials and initiatives - Define engagement scope - Establish success metrics
Phase 2: Diagnostic & Roadmap¶
Objectives: - Deep-dive analysis of current state - Identify opportunity areas - Develop prioritized roadmap
Key Activities: - Ethnographic interviews - Process mapping - Opportunity identification workshop - Roadmap development
Phase 3: Focused Solution Build¶
Objectives: - Execute on prioritized opportunities - Build and deploy solutions - Measure and iterate
Key Activities: - MVP development - User testing - Deployment and training - Value tracking