Skip to content
Template Content & Events Calendar - Integrated With Google Calendar
Doc Introduction
Events
Content Calendar
Why We Invested (WWI) Playbook
Share
Explore

Why We Invested (WWI) Playbook

We need to get into a rapid-fire cadence of:
Deal Memo → Term Sheet → Wire → Onboard → WWI → LP Communication
Note: In some cases you could even begin writing WWI pre-onboarding
If we’re thinking 30 investments across 3 years... Ideally that’s:
10 per year, divided amongst 4-5 partners - So each investor is doing this 2-3 times per year
Why We Invested Playbook
Step
Owner
Notes
Money wired and Underscore team notified
Open
WWI template created & shared w/ investors
Open
Onboarding scheduled ASAP
Open
Investor begins authoring WWI (leveraging memo)
Open
Onboarding Meeting (includes WWI overview/timing)
Open
Company page added to website based on form inputs
Open
Founders added to website based on form inputs
Open
WWI fully fleshed-out draft shared with marketing for review
Open
WWI reviewed for tone, flow, brand language, links, SEO
Open
Final “sign-off” given on the WWI draft
Open
WWI shared with portfolio company (& PR firm) for final review
Open
Portfolio company comments integrated
Open
Final featured image and graphics created for blog
Open
Final blog post loaded into wordpress
Open
Social copy authored for Underscore channels
Open
Announcement monitored and blog published
Open
Portfolio page updated to make portco visible
Open
Website banner updated to showcase announcement
Open
Content calendar updates to “published”
Open
Social published
Open
Team pinged to engage with announcement
Open
Lead investor posts the WWI piece on their channels
Open
Underscore team engages with announcement: Comment/Like
Open
Portfolio company notified of release and social posts
Open
All other announcements/social amplified through engagement
Open
There are no rows in this table
⁠

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.