Key Takeaways
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Operational debt compounds: Kristen Ostro finds post-investment operations survive on duct tape early, and the back starts to break between fifty and eighty investments, when pulling accurate data turns critical.
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Audit access: A fund shortens an audit by giving auditors read access to the systems where documents and metrics already live, so the auditors self-serve and return with questions.
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Fund admin cadence: A fund gets value from a third-party administrator by meeting on a standing cadence and answering quickly, because deferred answers snowball into a quarter-end backlog.
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Portfolio triage: 01 Advisors sorts the portfolio into heavyweights, lightweights and potential drivers, then concentrates support and reserves on the potential drivers rather than on the companies already struggling.
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Ask tracking: A fund records every founder ask in a searchable form, so a team member holding a strong candidate can find which companies are hiring for that role.
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Founder NPS: A fund surveys portfolio founders to measure whether the support is landing, which turns platform work from an assumption into measured feedback.
Watch a recorded conversation with VC Ops experts about improving post-investment operations at your VC firm.
Collectively Kristen Ostro from Strut Consulting & Let’s Talk Ops and Lacey Behrens from 01 Advisors have been exposed to operations at dozens of top-tier VC’s. We’ve invited them to share their advice about implementing best-in-class operations at a venture firm.
This webinar is designed for anyone looking to improve operations at their Venture Capital firm.
Topics Discussed:
- Tips for working with your fund admin
- How Lacey runs Portfolio Review Meetings at 01 Advisors
- How to tailor onboarding for portfolio companies
- Tools that help improve post-investment operations
- How to measure whether operational changes are working or not
- Advice for first-time platform or VC operations hires
Frequently Asked Questions
What does post-investment operations cover at a VC firm?
Post-investment operations covers the work a fund does after the money goes out: working with the fund administrator, onboarding new portfolio companies, running portfolio reviews, choosing the tools that carry the work, and checking whether operational changes are landing. Building out a first platform or operations role sits in the same bracket.
Who are the speakers in this post-investment operations session?
Kristen Ostro of Strut Consulting and Let's Talk Ops and Lacey Behrens of 01 Advisors lead the conversation. Between them they have seen operations at dozens of top-tier venture firms, and that exposure is what the session draws on.
Who is a session on post-investment operations useful to?
A session on post-investment operations suits anyone working to improve how a venture firm runs, whatever their title. People in a first platform or venture operations role get specific attention, since part of the conversation is aimed at someone new to the job.
