by Jeff Williams | Jan 13, 2020 | Data Room
Effective due diligence is about more than simply asking the right questions. Many private equity firms fail to accurately project the potential margin improvement at target companies, despite the fact that they gather all the data they feel they need to make an...
by Jeff Williams | Dec 9, 2019 | Alternative Asset Management, Best Practice, Succession Planning
Succession planning for private equity is critical to any firm’s long term financial success Succession planning is important for any type of business that would like to see the legacy continue after the founding members are gone. Often, private equity firms put...
by Jeff Williams | Dec 4, 2019 | Alternative Asset Management, Best Practice, Private Equity Software, Resources
Best practices for your private equity firm’s deal sourcing strategy. New deal sourcing is the lifeblood of your private equity firm. And yet, research has shown that nearly 70% of PE firms in the United States close 3 deals or less in a year. Deal sourcing...
by Jeff Williams | Aug 9, 2019 | Alternative Asset Management, Annual Meetings, Best Practice, Fund Management Software, Impact Investing, Investor Relations
Fund management software has benefits for both fund managers and investors during annual meeting season If you are a firm in private equity, it is expected that your team holds an annual meeting for your fund managers and investors. It’s a time when you get to take a...
by Jeff Williams | May 14, 2019 | Alternative Asset Management, Best Practice, Fund Management Software, Private Equity Software, Tips & Tricks
When first getting to know our private equity clients, we discuss what methods they are currently using, and often that answer is Excel. Private equity firms ended up looking for a new solution when they reached the limits of the system, which without a doubt is...
