Blog

4 Ways to Make Your Virtual Annual Meeting a Success

When we hosted THRIVE 2020, we purposely scheduled it early in the year knowing our clients would be gearing up for a busy annual meeting season in Q2/Q3. Then, COVID-19 suddenly grounded flights, altered travel schedules, emptied hotel rooms, and squashed in-person...

WHY PRIVATE EQUITY CULTURE MATTERS TO LIMITED PARTNERS

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...

Which Private Equity Benchmarks Should Your Firm Adopt?

      Compared to measuring public market investments, private equity benchmarks for fund performance are an entirely different animal. As a relatively new asset class with irregular cash flows, private equity funds require a different way of thinking...

An Unprecedented Year: A Look Back at 2020

Year-end “retrospectives” often come to the same conclusion: This year was very much like last year. Obviously, a look back at 2020 is much different. Some of the most significant economic shifts we’ve ever seen happened this year. And with them, private equity firms...

Salesforce as a Private Equity CRM

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...