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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...

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...

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...