Trust within Relationships
Relationship building when there's finances involved is always tricky compared to just a regular relationship. From the perspective of excellence through relationship building, I've known for a long time that there’s no way to get to the root cause of a problem or challenge without trust. In the last three or four years, I’ve found myself in this space of impact investing and working with portfolio companies, where finances and financial information are critically important for organizations to make good decisions. There’s also excellence around keeping that information safe—taking care of it so it’s not mishandled or shared inappropriately. Especially in reporting and the fund administration world, we’re dealing with sensitive, confidential information. Of course, there’s the legal groundwork in place, but you still have to make a personal connection and establish a relationship in order to build trust and have open discussions. Approaching relationships—whether internal or external, and whether they involve sensitive information or not—requires being authentic to who we are as individuals and acknowledging who we’re engaging with. That’s the foundation that allows us to go deeper when needed. It’s really a total package—you have to make a full connection with the people you’re communicating with. Coming into this organization, one of the cutting-edge rhythms I really believe in was connecting with people first. We’re trying to support these portfolio companies, and oftentimes there’s a fear of failure, a fear of not being perfect. I think Natalie and Romy did a great job in this organization helping us lean into those sharp edges with our portfolio companies—building the kind of relationships where we can say, “We’re here to support your biggest dream.” The best and easiest way we can do that is by being clear about what’s working and what’s not. Once that trust is built, entrepreneurs are more likely to share exactly what they need, where they need support, and ask for help.