PREPPING FOR ANNUAL MEETINGS WITH FUND MANAGEMENT SOFTWARE
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...10 Reasons Why Using Excel for Fund Management Doesn’t Work
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...Using Technology to Improve Investor Satisfaction
The other day, I was on a call with a firm that invests in the management companies of large, premier GPs and helps them to address strategic operational priorities. They had downloaded our Investor Experience guide because, in their words, “The bulk of what we...Client Webinar 8/6: New AIM Release Brings Exciting New Features
What is your favorite AIM fund management software feature?” is a question I get on a pretty regular basis. I’d say the fundraising and pipeline boards are amongst two of my favorites,