Venture Capital Firms – The Annual Meeting

May 12, 2010

As an operational support person at a Boston venture capital firm, OpenView Venture Partners, I help plan all of the events we hold throughout the year. This time of year is when most venture capital firms hold their annual meetings. We are no different.

In the past, I have gotten stressed out each time this meeting comes around. The point of this meeting is to give an update to our venture capital investors on how our portfolio is doing and what we are planning or the remainder of the year.

During the planning phase of each event, I try to reflect on the past meetings and see what can be improved; the hotel (meeting space size, noise level of meetings around, food and beverage, audio visual, etc), invitations (when to send out original invite, bcc’ing attendees, invite content, when to send reminders), and meeting collateral (printed and bound documents, agendas, etc)

Once you figure out the items that work well and what you should change/adjust, you are on your way to planning a great event.

Today was our Annual Limited Partner meeting and it went really well! All the planning, emailing, and printing helped create another successful event!

Executive Assistant

Katie Cohen-Hausman is an Executive Assistant at <a href="https://www.affiliated.com/">Affiliated Monitoring</a>. Previously, she was an Executive Assistant here at OpenView.