IQ-EQ

BACKGROUND

Briefly describe what your company does and your role there. 

My company makes venture investments in healthcare companies and my role is a managing partner of the fund.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

Was looking for a partner that could integrate as if they were an internal employee

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

They handle all of our communications with our investors and provide fund accounting services for our audits.

How many people does your company work with?

1-5

How did you find this provider?

Business Referral

Why did you choose to work with them?

• High ratings or positive reviews
• Referred to me by a trusted source
• Company values aligned

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

They've satisfied investors with how we communicate with them.

How does your team communicate with this service provider?

• Virtual Meetings
• Phone calls

What did you find most impressive or unique about this company?

They are timely and deliver on schedule.