White Paper | Key Workflows & Data Points in Fundraising & Investing
Keeping LPs informed and engaged is a complex process. LPs commonly request their capital call history or updates on the status of a portfolio company.
White Paper | Customizing Salesforce for Fund Managers
The Salesforce platform can be an invaluable tool for fund managers seeking to streamline fundraising, and more effectively manage their portfolios.
White Paper | Four Steps to Differentiate in Private Capital Markets
Differentiation is the result of efforts to stand out as a provider of unique value to customers versus the competition.
White Paper | Four Benefits of Salesforce for Private Equity
Firms find the platform intimidating to work with because of the robust features it offers out-of-the-box.
White Paper | Harnessing Data to Drive Growth in Private Capital Markets
Investing in the firm’s future – or not – could mean the difference between growth and stagnation.
Guide | The PEriodic Table of Technology
A guide to show you how to structure your firm’s tech stack for more efficiency.
Guide | Establishing & Evolving a Tech Stack in Private Capital
In this guide, we take the guesswork out of the process and detail what firms need to know to make impactful change, in the context of your firm’s current state or status quo.
Guide | The Buyer’s Guide to Technology
In this guide, we cover what to look for when evaluating Private Equity software and provide the questions to ask to determine how to select the best solution for your firm’s needs.