JJAVentureSearchApproachWecallourevolvedapproachtoRetainedSearch,AgileTalentAcquisi/on.It’sitera;ve,cross-func;onal

andacceleratedbydesign,yetthoroughandrigorousinprac;ce.Collabora;ve,transparentandaccountable,AgileTalentAcquisi;onfollow

saseriesofcoordinatedsprintsconductedwithina90-day

;meperiod.TheprocessensuresthedeliveryoffullyveH

edandqualified,on-pointcandidatesintheshortest;m

eline.

AgileTalentAcquisi;on:Step1

CommitToThePlan,TheProcess&

TheResult

RulesofEngagement:

Wealw

aysworkfrom

amutuallyagreedupon

RulesofEngagementandaSearchPlan

SearchPlan:

ClickIm

agestoopendocument

SampleRetainedSearchPlan

Week1

CLIEN

T to sh

are

all re

leva

nt p

rese

nta

tion

s an

d in

vesto

r/sale

s/ma

rketin

g c

olla

tera

l re

qu

ired

to c

raft th

e C

lient D

ossie

r !

C

on

du

ct Kic

k-off c

all/m

ee

ting

(rec

ord

ed

an

d tra

nsc

ribe

d) to

wa

lk JJA th

rou

gh

the

C

LIENT p

itch

an

d visio

n a

nd

for e

xtrac

tion

of th

e Po

sition D

esc

riptio

n

!

Re

view

an

d d

iscu

ss initia

l Targ

et C

om

pa

ny Ma

trix !

JJA

to b

eg

in d

raftin

g O

pp

ortunity D

esc

riptio

n fo

r the

sea

rch

Inprocess

Week2

Su

bm

it fina

l dra

ft Op

po

rtun

ity De

scrip

tion

for re

dlin

e a

nd

sign

off fro

m C

LIENT

InprocessPre

sen

t "Ce

ntral C

ast" re

sum

es a

nd

bio

s to C

LIENT to

revie

w a

nd

ma

rk up

with

re

ac

tion

s, co

mm

en

ts, qu

estio

ns, c

on

ce

rns a

nd

ran

king

Inprocess

Sub

mit re

vised

Targ

et C

om

pa

ny Ma

trix – disc

uss, e

dit, a

nd

prio

ritize w

ith C

LIENT

Sc

he

du

le a

nd

co

nd

uc

t CLIEN

T co

nfere

nce

ca

ll to re

view

Ce

ntral C

ast

Week3–4

Pa

ttern

ma

tch

from

Ce

ntra

l Ca

st ca

ll resu

lts to id

en

tify, co

nta

ct, p

itch

an

d sc

ree

n

sele

cte

d in

divid

ua

ls to g

en

era

te o

ur initia

l slate

of c

and

ida

tes.

Subm

it initial sla

te o

f ca

nd

ida

tes a

nd

sch

ed

ule

ca

libra

tion

inte

rview

s

Week4-5

C

ond

uct in inte

rview

s; JJA le

ad

/Partn

er w

ill sit in o

n th

e first 2-3 in

tervie

ws w

ith C

LIENT

to g

et fu

rthe

r ca

libra

ted

Sub

mit d

raft o

f Skills Ma

trix / Critic

al Se

lec

tion

Crite

ria th

at w

ill be

use

d to

scre

en

an

d

sco

re c

an

did

ate

s by b

oth

JJA a

nd

CLIEN

T

Sub

mit a

ny fin

al e

dits to

the

Op

po

rtun

ity De

scrip

tion

an

d Ta

rge

t Co

mp

an

y Ma

trix.

Thereafter

JJA to

sub

mit o

nly c

an

did

ate

s qu

alifie

d to

be

sho

rt-listed

Inte

rview

s, de

brie

fs an

d fu

rthe

r ca

libra

tion

Mo

ve fro

m Se

lec

tion

to d

ue

Dilig

en

ce

an

d O

ffer

C

LOSE!

JJAVentureSearch-RetainedSearchRulesofEngagement

2110 M

ain St., Ste

. 303, San

ta Monica, C

A 9

0405 (6

50) 7

99-8

618 jaso

n@

ventu

rese

archllc.co

m

JJA’s C

om

mitm

ent

1.

Provide a professionally written and form

atted O

pportunity Descrip

tion

2.

Present target bios/CVs as a “C

entral C

ast”

3. D

eliver an initial slate of 3-5 candidates for joint calib

ration in

tervie

ws (JJA

Partner w/ C

lient)

4. D

raft, present and evolve a Skills Score

card for

candidate presentation and post interview

debrief

5. T

arget C

om

pan

y Matrix from

which w

e will

source/recruit

6. Provide constant C

om

pensatio

n P

aramete

rs for the position based on the m

arket

7. Subm

it at least two additional qualified and

interested candidates, but not more than five,

that reflect client expectations within 30 days of

the completion of calibration interview

s.

8. Provide client w

ith debrie

f from

candid

ates

within 24 hours of each interview

9. Present no less than three Statu

s Reports during

each month of the search reflecting candidate

pipeline and objections/concerns from

candidates that have passed

10. Participate in selection of finalist(s); A

ssist/Lead due diligence w

ith candidate-submitted as w

ell as b

ack-chan

nel re

fere

nce

s

11. Assist in the developm

ent of compensation

package and negotiations to attract candidate to client com

pany

12. Presenting the summ

ary offer verbally, to the selected candidate ensuring a sm

ooth negotiation and m

itigating the risk of a counter-offer

13. Provide client with can

did

ate attitu

de tow

ard client and opportunity after em

ployee has been on the job for 2-3 m

onths

C

lient’s C

om

mitm

ent:

1.

Pay initial retainer invoice to comm

ence the process of the search.

2. Provide JJA

with all pertinent collateral

information (Sales/investor presentations;

business plans, board materials, press kit,

product/data sheets, product demos, org

charts and managem

ent bios

3. Rapid (24-48 hour) turn around on red-line

revision to all search collateral including: O

ppty D

escrip

tion, Skills Sco

recard

and T

arget C

om

pan

y Matrix

4.

Meet w

ith agreed-upon candidates from

initial slate together with lead

JJA Partner

5.

Provide no more than 24-hour response to

any submission of a candidate by JJA

.

6. Com

mit to high availability and ease of

scheduling for interviews/status calls

throughout the process

7. W

ork shoulder to shoulder with JJA

to deliver qualified prospective candidates, sources and any and all research from

your ow

n and your team/board’s netw

ork

8. Provide JJA

with a debrief call or e-m

ail w

ithin 24 hours of each interview based on

Skills Scorecard

9. Review

all status reports and imm

ediately report any changes to position specs, com

pensation or skills matrix.

10. Participating in all due diligence and

reference interviews w

ith candidate-subm

itted as well as back-channel

references

11. Empow

er JJ&A Partner to present offer

verbally to the selected candidate before a w

ritten offer is generated

AgileTalentAcquisi;on:Step2

Cra9ThePitchWegodeeptoextracttheRequirem

ent,telltheClient’sStoryandcollateralizethesearchcam

paign

InthisStagewe:

1. Developanin-depthunderstandingofyou,yourbusiness,thetargetm

arket,yourorganiza;onandculture2. 

CraStheClientDossier(whatoSenbecom

estheemployerbrand)

3. Createtheposi;ondescrip;on

4. Usethetw

oofthosetoformtheO

pportunityDescrip;on(OD)alongw

ithallofouroutreachtoolsfrom

ePitchestoInMailstophonepitchoutlines/bullets.

AgileTalentAcquisi;on:Step3

Targe/ngQuicklyaSernailingthepitch,w

esetoursitesandbeginthecalibra;on

InthisStagewe:

1. Webuilda“CentralCast”ofthe(typically12-15)resum

esandbiosofindividualswho

webelievetouchthefourcornersoftheidealprofile.

2. Wecollaboratew

iththeclientontheTargetCompanyM

atrix(TCM)ofcom

panieswe

intendtorecruitfrom.Thisenablesrapidresearchandcandidateiden;fica;onto

streamlinesourcingandrecrui;ng.

AgileTalentAcquisi;on:Step4

Ini/alSlateWegatherclientfeedbackfrom

theCentralCastcallandquicklyperform

alimitedsprinttoiden;fy2-5qualifiedcandidates

Bysi5nginontheprelim

inaryinterviews

withthehiringauthorityw

eareableto:1. 

Heartheclientdeliverthepitch2. 

Seewherehe/shegetsdeepinQ

&A

3. Ul;m

atelygainastrongunderstandingoftheculturalandpersonalityfit

JJAandtheclientthennego>ateandagreeonCri>calSelec>onCriteriaforthedraAoftheSkillsScorecard

Sample

Skills Score

Card

(CFO

)

C

andidate: ___________________________

MU

ST HA

VES G

RA

DE A

+ - F C

OM

MEN

TS

Strategic CFO

with deep

Finance roots (budgets, projections, FP

&A

, planning, strategy, transactions, etc.) vs. C

ontroller type

•

Grow

th & Scale: E

xp. w/ rapid

growth com

panies that have achieved scale ($40M

- $100M

revs)

•

Dom

ain: Technology com

pany experience (Ideally S

aaS)

•

Deep subscription/A

RR

business m

odel experience w

ith mastery of the

accompanying rev. rec. and

KP

Is

•

Transactional: Experience

with P

rivate Equity

Recaps/B

uyouts

•

High intellectual bandw

idth

•

Gravitas and Presence: ability

present in the boardroom as

well as face the street

•

NIC

E TO H

AVES

C

OM

MEN

TS

CPA

/Big 4 experience

•

Private Equity/Re-cap/B

uyout experience

•

Career arc w

ith Brand N

ame

employers (“logos”) on the

resume

•

Top Tier MB

A

•

Clickaboveimagetoopensam

pleSkillsScorecard

AgileTalentAcquisi;on:Step5

Mul/-ChannelAcquisi/onCam

paignWelightupacam

paignacrossmul;plechannelsw

ithregularstatusrepor;ng

Ourtw

omostprevalentform

sofsourcingandrecrui;ngcomefrom

InventoryandNetw

ork.

Inventory

• Wevetourdatabaseof

100,000storedindividuals

Netw

ork• 

Wefill2out3searchesw

ithreferralsfrom

ourtrustedsourcesandthroughsurgicalextrac;onfrom

theTargetCom

panies

AgileTalentAcquisi;on:Step6

Selec/onWeshiSfrom

searchintoselec;onmodeintofinalved

ng,selec;on,duediligence,nego;a;onandclosing.

OncetheclientandJJAagreethatasetoffinalists

areattheboDomoftheacquisi>onfunnel:

1. Weleverageourextensivenetw

orkandresearchtogetconfiden;al,backchannelreferences.

2. Wearethereshoulder-to-shoulderinthenego;a;on

andclosingasonethirdofourfeeisdependentontheconversion!

AgileTalentAcquisi;on:Step7

ClosingWeprovideourclientsafullyearreplacem

entguaranteeonanyretainedsearch

• 

Thisdoesn’tmean,you’rew

orkingwith

anet,soitdoesn’tmaH

erifyoumakea

mistake.Itm

eansthatJJAwilldo

everythinginitspowertonotletyou

makeam

istake.

AgileTalentAcquisi;on:Step8

Reten/onJJAw

illmonitorthefitandtheongoingperform

anceoftheplacem

ent

• TheJJAPartnerw

illcheck-inperiodicallywith

boththeclientandtheplacedcandidatetoensuretheongoingfitandop;m

alperformance

ForMoreInform

a;onPleasecontact:

BillRoss310.266.6270 (M

)bill@

venturesearchllc.com

JasonNavarro

(650)799-6816(M)

Jason@VentureSearchLLC.com

Sam

uelMerchant

510.851.3594(M)

Sam@VentureSearchLLC.com

JimJonassen

310.455.6913(o)650.454.6600(m

)Jim

@VentureSearchLLC.com

JoshKorn310.776.6461(o)310.866.6232(m

)Josh@

VentureSearchLLC.com