[YOUR HIRE’S NAME] / [MONTH & YEAR HIRED]
[Put in the reason you are hiring your [TITLE] and the mission of their role].
Example for a Head of Portfolio job title 👇
We need to uplevel our current companies, the deals we are doing going forward, and the systems and processes around our third-party companies. We need to turn on the power of our marketing for our top companies and make this a top priority. Success looks like all portfolio companies paying out at least [$X] a month in profit, it looks like a sound system across the companies and metrics for performance.
[Put in the goals you have for the next year and the overall future of the company].
Example for a Head of Portfolio job title👇
In one year, I anticipate we have a portfolio that does $X-X million in annual revenue. We’ve acquired X companies that are all doing $X million a year in revenue. We’ve created an overarching process for tracking companies. Then 3-5 years out, we have $X-Xmm in annual revenue.
Welcome to [Company Name]! We’re so excited to have you join us and are looking forward to having you lead our [Their Department] efforts. I’m sure you have a million questions about what it’s like to work here, what’s expected of you, and how you (and our team) fit into the broader [Company Name] world.
To help you get up to speed, I put together a 100-day plan, which is meant to help you:
There’s a lot of ground to cover, so please don’t feel like you have to digest this all in one sitting.