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...
Transform Your Private Equity Communications With the Right Tools
The competition to win—and retain—investors is becoming increasingly fierce, and market predictions point to continued escalations in difficulty. Combine that with a noticeable decline in the number of investors planning to invest more dollars in the marketplace and...
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...
Private Equity Data Management: What Your Firm Needs to Know
WITH PRIVATE EQUITY DATA DELIVERING MORE INSIGHT THAN EVER BEFORE, IT’S NO SURPRISE MORE FIRMS ARE USING TECHNOLOGY TO STAY COMPETITIVE. Making deals and raising funds may seem to be all about the numbers. However, any experienced fund manager will tell you that...
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...