Criteria to help the SVP Seattle Portfolio Review Committee evaluate investees annually.
The policies and procedures by which the SVP Seattle Portfolio Review Committee operates.
A tool that the SVP Seattle Portfolio Review Committee uses to evaluate investees annually.
A description of the role and responsibilities of a member of the SVP Seattle committee which oversees the affiliate’s portfolio of investees.
An annual calendar of events of the SVP Seattle Portfolio Review Committee, detailing the committee’s timeline and time commitments for each event.
A description of the process for midyear reviews for investees at SVP Seattle.
This manual provides a structured system for managing your relationship with investees, from establishing a plan for working with each investee through “graduation.” It includes tips, case studies, checklists, forms […]
Lead partners complete this report on a quarterly basis to track investee progress.