Changes to AIM from Salesforce Spring 2019 Release
Salesforce Spring Release rolled out at the beginning of January and these changes are all in our AIM product. We want to highlight a few features that will be especially helpful. If you want to walkthrough any of these in more depth, please contact our Altvia Care...Service Secrets that Lead to Repeat Investments
Service — this is where best-in-class firms truly differentiate themselves from the competition. Instead of creating a more tactical management style, these savvy firms strategically position themselves to become less about “doing things right” and more about choosing the “right things to do” for their investors.
How to Keep Your Investors Coming Back for More
Once you’ve raised the money for the fund, you may feel that the hard work is over. But even though you’ve secured and committed the business, you’re still only halfway to a successful investor relationship. The truth is that the real work is just beginning. The worst thing a firm can do is behave like their job is done once they’ve closed an investor.
How to Close a Fund Quickly—Reduce Friction
As a GP during the closing stage, how you share, store, and sign key documents is an opportunity to provide excellent service and build a strong relationship with investors. Using technology to support all of the necessary back-and-forths when signing agreements and sharing documents can provide your firm with a competitive advantage. To build trust with your investors, this document-heavy stage must be as painless as possible.