by Morgan Pearson | Nov 9, 2020 | Best Practice, Private Equity CRM, Private Equity Software
In today’s fast-paced, digital world, a customer relationship management (CRM) system is essential for any firm, regardless of size. As organizations come to grips with changing work dynamics brought on by the COVID-19 pandemic, more firms are realizing they will need...
by Nicole Pinto | Oct 27, 2020 | Best Practice, Data Room, Deal Flow Management, Fund Management Software, LP Portal, Private Equity Software
Since COVID-19 maintaining LP engagement is a top priority for Private Equity FIRMS Recently, we had the opportunity to sit down with nine individuals who are the heads of investor relations for major general partners. We asked what was at the top of their list in...
by Nicole Pinto | Oct 19, 2020 | Best Practice, Data Room, Deal Flow Management, Fund Management Software, LP Portal, Private Equity Software
Investor Relations Technology Stack Checklist There are signs that the world will, in the months ahead, get a better handle on the COVID-19 pandemic through continued social distancing and other disease prevention measures, new treatments, and a vaccine. Even so, most...
by Morgan Pearson | Oct 12, 2020 | Best Practice, Data Room, Deal Flow Management, Fund Management Software, LP Portal, Private Equity Software
Using Private Equity Automation and Data to Scale Your Firm’s Deal Pipeline The private capital markets are as competitive as ever. Deal teams nationwide are vying for new business across all industries and looking for ways to get a competitive edge and scale...
by Nicole Pinto | Oct 5, 2020 | Best Practice, Deal Flow Management, Deal Teams
Best practices for your private equity deal sourcing strategy. New deal sourcing is the lifeblood of your private equity firm. And yet, research has shown that nearly 70% of PE firms in the United States close 3 deals or less in a year. Deal sourcing activities must...
by Jeff Williams | Oct 5, 2020 | Best Practice, Fund Management Software, Investor Relations, LP Portal, Private Equity Software
For Private Equity firms that plan on fundraising, they will need the right technology In order to be successful in raising a new fund, GPs must be able to engage their existing investors but also forge relationships with new investors for whom the fund would be a...
