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

icon picker
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
1
Money wired and Underscore team notified
Controler
Open
2
WWI template created & shared w/ investors
Marketing Director
Open
3
Onboarding scheduled ASAP
Community Director
Open
4
Investor begins authoring WWI (leveraging memo)
Investors
Open
5
Onboarding Meeting (includes WWI overview/timing)
Team
Open
6
Company page added to website based on form inputs
Marketing Director
Open
7
Founders added to website based on form inputs
Community Director
Open
8
WWI fully fleshed-out draft shared with marketing for review
Investors
Open
9
WWI reviewed for tone, flow, brand language, links, SEO
Marketing Director
Open
10
Final “sign-off” given on the WWI draft
Investors
Open
11
WWI shared with portfolio company (& PR firm) for final review
Marketing Director
Open
12
Portfolio company comments integrated
Marketing Director
Open
13
Final featured image and graphics created for blog
Marketing Director
Open
14
Final blog post loaded into wordpress
Marketing Director
Open
15
Social copy authored for Underscore channels
Marketing Director
Open
16
Announcement monitored and blog published
Marketing Director
Open
17
Portfolio page updated to make portco visible
Marketing Director
Open
18
Website banner updated to showcase announcement
Marketing Director
Open
19
Content calendar updates to “published”
Marketing Director
Open
20
Social published
Marketing Director
Open
21
Team pinged to engage with announcement
Marketing Director
Open
22
Lead investor posts the WWI piece on their channels
Investors
Open
23
Underscore team engages with announcement: Comment/Like
Team
Open
24
Portfolio company notified of release and social posts
Marketing Director
Open
25
All other announcements/social amplified through engagement
Marketing Director
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.