You're advising competing portfolio companies. How do you handle conflicts of interest effectively?

Effectively handling conflicts of interest when advising competing portfolio companies requires clear communication, transparency & strict confidentiality. Establishing 'firewalls' between teams, ensuring that sensitive information is not shared across companies & maintaining impartiality in decision-making are key professional practices. Regularly disclosing potential conflicts to ALL involved parties helps build trust & ensures that ethical boundaries are respected. Finally, having a well-defined conflict of interest policy in place can guide actions & decisions, mitigating risks & preserving the integrity of your advisory relationship.

Clearly outline your role and responsibilities with each portfolio company. Ensure there’s no overlap that could lead to conflicts of interest. Maintain strict confidentiality and avoid sharing sensitive information between competing companies. This includes strategic plans, market insights, and any proprietary data.

Sempre quando vemos a possibilidade de que isso possa ocorrer, começamos um protocolo de entendimento até onde temos uma posição neutra e onde isso já não é mais possível. Para assim tomar o caminho e deixar claro o que podemos ou não fazer. Mostrando nosso comprometimento e profissionalismo

Advising competing portfolio companies requires a deft touch to avoid conflicts of interest. To manage this delicate situation effectively: - Establish transparent boundaries. Clearly define the scope of advice for each company to prevent overlap. - Implement strict confidentiality protocols. Ensure that sensitive information is not inadvertently shared between competitors. - Seek consent from all parties involved. Obtaining explicit permission can mitigate potential conflicts and foster trust. How do you ensure impartiality and maintain trust when advising competitors? Share your strategies

Handle conflicts of interest by maintaining strict confidentiality, ensuring transparent communication with all parties, and setting clear boundaries. Disclose potential conflicts early, and recuse yourself from decisions where impartiality is compromised, prioritizing fairness and the long-term success of both companies.