From small group meetups to large format executive summits, in-person events are a powerful way to drive portfolio network-building and knowledge-sharing. But getting the planning and facilitation of this type of event right is tricky. This resource draws on OneGuide’s experience across dozens of clients, and input from operators who have collectively hosted dozens of portfolio events.
Questions covered include:
- Why are in-person events important for both portfolio companies and investors?
- What types of events does it make sense to hold in-person?
- How should you schedule events?
- How do you stay organized and track pre-event logistics?
- How should you communicate with attendees leading up to the event?
- How do you develop compelling agendas for portfolio events?
- What are some strategies for selecting and preparing speakers?
- When should you incorporate interactive workshops into your event?
- How do you facilitate networking and relationship-building at portfolio events?
- What are some effective ways to gather feedback from attendees?
- How can you keep the momentum going after the event ends?
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.