How Tech Can Help You Provide a Personal Touch in Investor Relations

With fierce competition over funding the next big startup, maintaining a solid reputation with potential investors has never been more important. One way for IR teams to stand out is to offer a personal touch. Any firm can send generic emails, but to get an important investor’s attention, you have to show you know and understand their needs. Enter Customer Relationship Management (CRM) technology.

2018 Altvia Events

We’re excited to be sponsoring a number of industry events this year. In addition, we’re hosting workshops around the country which you’re welcome to attend free of charge! If you’d like to meet with us at these events or dates/locations, please let us know – we’d love to see you there.

Why LPs Love Co-Investment Deals

Despite leveling off, the boom in so-called shadow capital for private equity firms is still going strong. Following 2008’s economic downturn, global PE direct investment deals more than quadrupled between 2009 and 2013. This year, the majority of Limited Partners who attended the PEI IR & Communications Forum reported participating in co-investment opportunities. It’s a trend that seems here to stay.

Today’s LPs Expect Personalized Relationship Management

To compete in today’s marketplace, a personalized, strategic approach to relationship management—especially with Limited Partners (LPs)—is the way to go. Adopting a more personalized and strategic approach to relationships results in a better, more meaningful network over time, leading to more profitable deals.

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