PRE-INVESTMENT MILESTONES

ROLE TEAM RESPONSIBILITIES

Shared Growth Services COO (SGS COO)

SGS Leading the SGS team. Supporting operational due diligence, implementing the SG2X Playbook in each portfolio company, leading the SGS team; supporting The Gender-Smart Exec’s Program.

Shared Growth Services CFO (SGS CFO)

SGS Supporting financial due diligence, implementing the SG2X Playbook in each portfolio company, leading the SGS Finance and Accounting team; running the CFO100 Program.

Shared Growth Services CMSO (SGS CMSO)

SGS Supporting commercial due diligence, implementing the SG2X Playbook in each portfolio company, leading the SGS Sales and Marketing team; running the Growth Mastery Program.

Senior Investment Manager (SIM)

IM Accountable for training new members, managing internal meetings, implementing this SOP, and managing the overall flow of companies through investment lifecycle.

Relationship Manager (RM) IM

Investment Analyst (Analyst)

IM Preparing all financial and research related content, documents, and material on a pipeline or portfolio company.

Portfolio Manager

IM portfolio of platform companies.

Finding new companies; leading companies through the investment lifecycle; being the main point of contact between the company promoter and [INV./FUND MANAGER NAME]; managing a good working relationship between [INV./FUND MANAGER NAME] and the company.

Managing the monitoring and evaluation work on the portfolio company.