SVP Seattle Portfolio Review Committee Calendar

An annual calendar of events of the SVP Seattle Portfolio Review Committee, detailing the committee’s timeline and time commitments for each event.

SVP Seattle Portfolio Review Committee Job Description

A description of the role and responsibilities of a member of the SVP Seattle committee which oversees the affiliate’s portfolio of investees.

SVP Seattle Portfolio Review Committee Investee Evaluation Tool

A tool that the SVP Seattle Portfolio Review Committee uses to evaluate investees annually.

SVP Seattle Portfolio Review Committee Policies and Procedures

The policies and procedures by which the SVP Seattle Portfolio Review Committee operates.

SVP Seattle Portfolio Review Committee Investee Evaluation Criteria

Criteria to help the SVP Seattle Portfolio Review Committee evaluate investees annually.

SVP Vancouver Lead Partner-Investee Quarterly Report Template

Lead partners complete this report on a quarterly basis to track investee progress.

Partnering for Success: A Step-by-Step Guide to Investee Relations

This manual provides a structured system for managing your relationship with investees, from establishing a plan for working with each investee through “graduation.” It includes tips, case studies, checklists, forms and worksheets.

SVP Seattle Overview of Investee Midyear Review

A description of the process for midyear reviews for investees at SVP Seattle.