by Jill Montera | Jan 20, 2021 | Fund Management Software
YOUR FUND MANAGEMENT SOFTWARE IMPLEMENTATION IS COMPLETE. NOW WHAT? Previously, we wrote about some of the most important things to keep in mind during the initial phases of your fund management software implementation. As mentioned, the initial stage can be the most...
by Jill Montera | Jan 13, 2021 | Best Practice
Company culture is the visible manifestation of an organization’s ethics, integrity, and reliability. It’s important in every industry, but private equity culture is particularly impactful because building and maintaining trust is the foundation of our industry. For...
by Jill Montera | Dec 5, 2020 | Fund Management Software
What to consider when assessing Salesforce for a Private Equity CRM Salesforce is a good option for fund managers who want to streamline fundraising, improve portfolio management, and gain a competitive edge. However, there are a variety of ways that...
by Jill Montera | Aug 18, 2020 | Alternative Asset Management
SOLUTIONS BY STRATEGY PRIVATE EQUITY VENTURE CAPITAL Real Estate FAMILY OFFICE Institutional Investors, Endowments, Pensions Fund of Funds Placement Agents BY NEED Relationship & Data Management Data Room & LP Portal Business Intelligence INVESTOR...
by Jill Montera | Feb 23, 2020 | Private Equity Software
SOLUTIONS BY STRATEGY PRIVATE EQUITY VENTURE CAPITAL Real Estate FAMILY OFFICE Institutional Investors, Endowments, Pensions Fund of Funds Placement Agents BY NEED Relationship & Data Management Data Room & LP Portal Business Intelligence INVESTOR...
