OCV actively manages investor relationships through several key processes. We work to keep investors informed about when and how OCV can facilitate introductions to company CEOs. Additionally, we maintain strong relationships with both Friendly and Pipeline VCs through regular communication channels, including our quarterly newsletter and scheduled check-in calls with our Friendly VC Group.

Investor newsletter

OCV sends a newsletter to our Friendly and Pipeline Investors list each quarter, copy OCV fund LPs. Creating the newsletter is a participatory process that involves gathering input from the OCV team as well as OCV founders.

The newsletter covers:

  1. OCV Highlights: Announcing new companies, founders, company traction, closed fundraising rounds, etc.
  2. Investment opportunities: Introduce OCV companies preparing to fundraise.
  3. OCV Company Spotlight: Highlight a company recently added to the portfolio.
  4. CEO Candidate Referrals: Share companies currently hiring a CEO.

Drafting the newsletter

The Investor Newsletter is sent on the first day of the second month of the quarter. If the 1st falls on a weekend or holiday, we send the newsletter on the following business day.

  1. On the first day of the new quarter, start a new task in the Editorial Calendar project in our project management tool. Use the task template named Investor Newsletter.
  2. Create a copy of the Investor Newsletter Template to generate a new newsletter. Name the file YYYY-MM-DD Investor Newsletter. The date should reflect the send date, not the date you created the document.
  3. Add the document link to the task so it’s easy for everyone to find.
  4. Add a comment to the task, tagging all stakeholders. Be specific about the details you need. For example: “@Person1, can you share which companies are hiring a CEO this quarter and any specific qualifications we should highlight?”
  5. A week before sending, share the finalized content with stakeholders to review and make any last-minute editions/subtractions. Confirm portfolio-company-specific details with founders before sending.