End-of-Year VC Fund Review - Health + Performance Checklist with Recording

Wrapping up at the end of the year to get organized and hit the ground running next year for VC funds.

We hosted a session Gary Ross at Ross Law Group on the steps GPs and VC funds can take to save time closing out at the end of the year and do a health check for their firm. This is a great way to end 2023 and prepare for 2024.

We’re writing today to share the outputs of that session for you to use as a reference as you lead the process for your funds.

In 20mins we covered the following:

• The importance of the Executive Summary

• Portfolio company updates and Valuations

• Portfolio model and Deployment Pacing

• Document reviews and Fund Admin Coordination

• Aligning with Vendors for 2024 deliverables

• Form ADV Filings

• 2024 Regulatory Changes

We also released this resource as a checklist for you to work through the process step-by-step.

At Graph Advisors, we focus on the business of the fund so that GPs can spend as much as time as possible doing what only they can do: earning allocation in great deals and raising LP capital.

If you’d like to follow up on any of the items above, reach out:

• Graph Advisors: hello@graphadvisors.com

• Ross Law Group: gary@rosslawgroup.co

Have a great week!