This Pathway will help you create a standardized process to manage and track new business opportunities and determine whether you should proceed with them. If you decide to proceed, it will help you track the information gathered as you evaluate the business, review it's governance processes and viability, and then assess whether you should proceed with the acquisition or funding. It even supports the funding/closing process and oversight after the deal is completed, so your post close team has access to all of the prior steps and can manage their activities on Phundex too.
VC and Family Office Onboarding Process Pathway Print
Modified on: Mon, 14 Aug, 2023 at 2:13 PM
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