OneGuide works with firms every day to document and centralize content, manage expert networks, and run events. Those portfolio ops activities, when positioned intelligently, have the potential to also be powerful prospecting assets. This guide details why ops teams should consider prospecting a key part of their job, and how to select and adapt experts, content, and events for a prospect audience.
Questions covered include:
- Why should portfolio ops teams think about prospecting?
- Is prospecting part of the portfolio ops team’s job?
- Why use portfolio resources in prospecting?
- What types of network connections should firms be cultivating? How is each valuable for prospecting?
- What are the three different audiences you should consider for your ops content?
- What types of content are good for both value creation and firm marketing?
- What kind of content is best suited for each type of audience?
- How do you decide which events to invite prospects to?
- How should you make the invite to prospects?
- How should portfolio ops teams be involved at different stages of the prospecting funnel?
This resource is available for free to Partners, Principals, VPs or similar roles at Private Equity and Venture Capital Firms via the Portfolio Ops Leaders Network. If you’re already a member, log in here.