#103 Closing Q3 w/ Playbooks, Models, Budgets. +Q4 Outlook

Hi everyone! 👋 We’ve published >100 posts - appreciate the support/ sharing w/ friends! Welcome to our new members of @TheFundCFO crew! We recently launched a paid tier and released our VC Fund Playbook + Models @ Streamlined.Fund! Re-linking top posts: #96 The Case for 30+ Co.'s Per VC Fund, #88 Latest Takes on the State of VC, #86 VC Fund Stacks, and Full CFO Archive.

Every Tuesday/Thursday, we bring you actionable tools, real-world experiences, and insider insights for #VC CFOs/Finance Pros and fund managers, #LP investors, and industry enthusiasts/people who want to learn :). As a reminder:

• Tuesday: insights + interviews. Free for everybody.

• Thursday: deeper dives on VC GPs, CFO/COO strategy, more insights from LPs/GPs, and our take on what it all means (from 15+ yrs. of experience). Exclusive to Paid subscribers (most of whom expense these insights).

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“Persistence can change failure into extraordinary achievement.” -Matt Biondi

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The Quarterly Closeout - Q3/Q4 Edition

Welcome to Q4 - now it’s time to close Q3! At the end of each quarter, we look back at the past three months, professionally and personally. What worked well (celebrate the wins!) and what didn’t? What can we change to make the next three months even better?! We looked back at our #102 Top VC CFO Posts of Q3 2023, which included the following:

1. #96 The Case for 30+ Co.'s Per VC Fund

2. #98 Emerging VC Outperforms: Insights From Cendana, Sapphire

3. #93 VC DPI & Power Laws - What They Mean Today

4. #86 VC Fund Stacks Are Back!

5. #88 Latest CFO Takes on the State of VC

6. #78 "When Do I Hire a VC Fund CFO?" (vs. Controller, Fund Admin)?

We wrote more about the quarterly closeout process in #77 VC CFO Q2 Review / Q3 Key Action Items - highly recommend checking out if you haven’t already!

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Key Action Items to Close Q3 and Tee Up a Strong Q4

Looking back at our own experiences (VC CFO for 5+ years and a VC fund / company investor for 15+ years) and conversations with many industry professionals who have collectively seen it all, we’ve identified some key action items for success in Q4: