Organizational Consulting Services for Investment Firms
We utilize proprietary tools for assessing firms and their investment professionals. We also provide hands-on training using Next Step’s Organizational Toolkit.
Due Diligence
Assess the Firm
- Meet with investment professionals
- Optional: survey CEO’s & LP’s
- Rate vs. criteria used by LP’s (strategy, people, processes, momentum, etc.)
- Identify the firm’s strengths and weaknesses
- Recommendations for strengthening the firm
Assess Investment Professionals
- Online 360° feedback tools; each customized for for private equity and venture capital professionals
- Career path planning
Coach & Train Investment Professionals
- Provide coaching relating to results from 360° feedback
- Train re: how to utilize Next Step’s Organizational Toolkit during due diligence and when strengthening portfolio companies
- Apply lessons learned by working beside team members on deals
Strategic Planning & Team Building
- Facilitate firm’s strategic planning and portfolio planning sessions
- Lead team building sessions
Conduct Due Diligence
For deal
teams, assess:
- CEO and leadership team
- Organization’s strengths and weaknesses
- Readiness for change
- Team’s fit with investors
- Recommendations