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Leverage Technology for a Successful Due Diligence Process

by Jeff Williams | Jan 13, 2020 | Data Room

Effective due diligence is about more than simply asking the right questions. Many private equity firms fail to accurately project the potential margin improvement at target companies, despite the fact that they gather all the data they feel they need to make an...

So, you use DropBox as your Data Room or LP Portal?

by Jeff Williams | Apr 23, 2019 | Data Room

By Jeff Williams, App-X

I’ve had a number of interesting conversations with clients and prospects in the last few months regarding our ShareSecure data room and data rooms in ge…

The Most Prevalent (and Perhaps Costly) Cloud Security Myth

by Jeff Williams | Dec 11, 2014 | Alternative Asset Management, Data Room, Fund Management Software, Private Equity Software, Salesforce.com

Bryan is the new Director of Technology for App-X and is responsible for managing, developing, and delivering App-X’s portfolio of products.

The Case for Feature-rich Data Rooms

by Jeff Williams | Jun 13, 2014 | Alternative Asset Management, Data Room, Fund Management Software, Private Equity Software

By Jeff Williams, App-X

Normally on our blog we like to offer up our expertise or at least share some fund management software tips and tricks. Today though, we’re just going to…

Why Do Data Rooms Have to be So Complicated (and Expensive)?

by Jeff Williams | Apr 8, 2014 | Alternative Asset Management, Data Room, Fund Management Software, Private Equity Software

By Jeff Williams, App-X

If you’re a data room user or if you’ve shopped the data room market recently, you can probably list off two or three of the big legacy data room provide…

Webinar Recap: State & Country Picklists in AIM

by Jeff Williams | Feb 6, 2014 | Alternative Asset Management, Data Room, Fund Management Software, News, Private Equity Software, Salesforce.com

As we discussed in our webinar “New State and Country Picklists in AIM”, Salesforce recently released its State and Country Picklists functionality which lets you use standard pick…

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