Resources · VCs and accelerator teams

VC Portfolio Growth Diagnosis Template

A portfolio workshop format for spotting whether a founder needs positioning, acquisition, team, or reporting help first.

Free. No autoresponder funnel. Reply by email, usually within a working day.

What you get

Inside the VC Portfolio Growth Diagnosis Template

Portfolio workshop guide · 90-minute session format

  • Founder bottleneck prompt sheet — the five questions that surface the real constraint
  • Channel and conversion question banks for portfolio reviews
  • Board-ready next-step recommendations grouped by stage
  • Referral routes — when a founder needs an operator vs an agency vs internal hire
  • Sprint or fractional CMO fit criteria — when each engagement shape is the right call

How to use it

Designed for one sitting, not a workshop series.

Run as a 90-minute workshop with one or more founders. The prompts are designed to be answered in real-time so the diagnosis happens in the room. Use the output to brief whichever support route makes sense.

Best fit

Who this is for.

Investors, accelerators, and venture studios supporting founder growth decisions.

Not for: Pure follow-on investors with no operating support model. The template assumes the firm has the bandwidth to actually engage with founder growth decisions.

FAQ

Three questions founders ask before requesting it.

Can I run this as a group workshop with multiple portfolio founders?

Yes — works well as a small-group session (3–6 founders). The cross-pollination between founders often surfaces patterns nobody saw alone.

Do you facilitate this for VC firms?

Yes — we run portfolio diagnosis workshops as a paid engagement. Useful when the firm wants an outside operator's read on which founders are stuck on what.

Need more than a template?

If the vc portfolio growth diagnosis template surfaces a constraint you'd rather solve with senior help, the next step is a Growth Diagnosis call. Bring your result — we'll pressure-test the constraint it names and sketch the next move in 20 minutes.

Last updated: 4 May 2026