by Morgan O'Mara | Jun 22, 2020 | Investor Relations
What do investors want from your firm? The answer to that question has two parts. First, they want detailed information on your track record. Without it, they can’t make an informed assessment of your firm or an informed decision about whether to invest. However, they...
by Morgan O'Mara | May 26, 2020 | Private Equity Software
We believe that technology is the most efficient way to provide a better investor experience. Correspond Investor Edition is an integrated investor communications and document distribution add-on to AIM, the CRM for Private Capital Markets. Bridge the gap between...
by Morgan O'Mara | Apr 27, 2020 | Best Practice
While many companies think of data as a tool, it might be more accurate for private capital firms to think of it as a valuable asset. After all, in your data—the names, facts, figures, and other details you have been gathering for years or even decades—are...
by Morgan O'Mara | Apr 13, 2020 | Annual Meetings
April and May are historically some of the busiest months for private equity annual general meetings (AGMs). Fund managers, investors, and other interested parties gather to reflect on the prior year, celebrate wins, discuss losses, and review plans for the year...
by Morgan O'Mara | Mar 10, 2020 | Investor Relations
Knowing your Limited Partners and understanding what keeps them up at night can help your team serve them, promote transparency, create trust and build relationships that endure the test of time. Three themes emerge across investor relations teams that effectively...
