7 Levers to Boost Asset Allocation Momentum

Are you giving the people in your business enough financial and human resources to get the job done?

Are your key functions getting the human and financial assets they need?

Asset Allocation: Output from Staff Functions

The staff functions in your business are responsible for providing people, budget, support projects, systems and controls.

Here’s what I look at with them in particular.

  1. Are we providing the right hires right in time? Right Hires, Righ in Time

  2. Do we give them enough training? Employees Receiving Training

  3. Are we dealing with issues fairly when they arise? Dealing with Issues Fairly

  4. Are we keeping the business in basic compliance and legality? Basic Compliance and Legality

  5. Are the finances easily understandable, especially for non-financial executives? Finances Easily Understandable

  6. Do we have enough cash around for emergencies and new opportunities? Enough Cash for Emergencies

  7. Are we keeping the risks under control. Keeping Risks Under Control

Now, Asset Allocation is just one of the 11 levers in our full FastAtScale™ model. FastAtScale Healthcheck

Take the test yourself by sending an email to [email protected]

Helpful forcing function to drive us toward hard conversations and clear direction. There is still some ambiguity that we need to solve and we probably didn't get as button down on certain topics. We only had so much time.

Dan Estanqueiro, SVP, Finance, SoundCommerce, Las Vegas, NV

About Midstage Institute

We focus our practice on midstage startup companies that need to remain agile, and where what used to work for the smaller startup just isn’t as effective anymore.

 

We ensure founders and leadership teams win, with our over 40 years experience in venture-backed tech startups. We are Silicon Valley veterans with the scars and wins to prove it. We don’t use an inflexible off-the shelf methodology, we adapt best practices to you, your market, your company, and your leadership team.

 

We always:

  • Focus on right sized best practices to get to the next level
  • Focus on the 20% of effort that will yield you 80% of the benefits
  • Teach Perfection is the enemy, better is your partner and ally
  • Align with your business needs so you can thrive