Plumbline Packages
Our packages are designed
for light-touch, high-value
relational accountability
and alignment over the
course of the year to keep
healthy companies moving
in a healthy direction.
We are far from experts on
every company and context,
but we believe our process
helps any founder move
toward more consistent
financial growth and
impact.
Individual Engagement includes one-on-one virtual meetings in which we engage in the Healthy Business Octagon and support in the production of stunning investment reports throughout the year. Baseline and endline assessments will be used to determine growth opportunities. Over the course of the annual engagement, founders and companies will be coached on implementing consistent rhythms to support business goals, including:
- Regularly occurring stakeholder update calls
- Tracking non-financial impact metrics
- Setting up and maintaining a secure data room for financial, legal and other important documents
In addition, we’ll provide tools and support on:
- founder health
- team relational health
- resources for critical venture building activities
- fundraising templates
Individual engagement packages start at $100/month per portfolio company.
Group Facilitation includes monthly group virtual discussions with like-minded founders. These groups, consisting of 4-8 participants, will foster encouragement and accountability among portfolio companies as they discuss and execute our healthy business octagon.
This engagement is less intimate and hands-on than the individual engagement, yet some of the results can be just as productive because of the added element of social accountability.
We try to organize groups based on affinities such as region and industry to provide as much alignment as possible. As these groups develop a secure data room, launch consistent update calls and experiment with tracking non-financial metrics, they get to share all they are learning with each other.
Their journey through founder health and team relational health is also compounded by the wisdom of the group.
Group facilitation packages start at $50/month for one venture’s participation in these annual groups.
At $200/month we will facilitate a group of 4-8 portfolio companies of your choice through our process on an annual basis.
