Blog
Interactions: How Successful Private Equity Teams Organize Notes
In Private Equity, the quality of your interactions, or meeting notes with investors, is one of the most critical factors in whether they choose to invest. And because multiple individuals and teams throughout your organization will likely play a role in securing the...
Why Private Equity Deal Teams Need Technology
As everyone in Private Equity understands, a deal isn’t an event that happens when an agreement is signed. It’s a process that evolves over time and culminates in a mutually beneficial relationship. Deal flow management gives visibility to track information your firm...
Case Study: Plexus Leverages Fund Management Software for Growth with AIM
To accommodate the increased reporting requirements and reduce the extra administrative work of managing their growing portfolio, Plexus Capital implements AIM by Application Exper…
The 2020 Salesforce Private Equity/Venture Capital Template
Why you need to customize Salesforce for private equity Salesforce is an invaluable tool for private equity fund managers seeking to streamline fundraising, manage their portfolios more effectively, and gain competitive advantage. Many of the functionality and...
Why a Private Capital CRM System is Critical in the Wake of COVID-19
Having a purpose-built private capital CRM (customer relationship management) system has always been important for organizations looking to maximize the efficiency and effectiveness of their operations. The COVID-19 pandemic has taken that need to a whole new level....
Altvia Announces Majority Recapitalization with Bow River Capital
The investment from Bow River will enable the company to accelerate growth, rapidly deliver on innovation within its product suite, and scale across every dimension Altvia announced a majority recapitalization from Bow River Capital’s 2019 Software Growth Equity Fund....
Today’s LPs Expect Personalized Relationship Management
They say it’s not what you know, it’s who you know. Anyone working in Private Equity Investor Relations can attest to this. Because most investment deals require a number of outside resources to close, having a network of partners and experts easily accessible is...