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 | Sep 4, 2020 | Alternative Asset Management, Deal Flow Management, Deal Teams, Fund Management Software, Private Equity Software
In the wake of the COVID-19 pandemic, it seems that many companies will continue to work remotely indefinitely, if not permanently. This poses a new challenge for capital market deal teams as they attempt to perform due diligence on companies they can’t visit. A...
by Morgan O'Mara | Aug 24, 2020 | Alternative Asset Management, Best Practice, Deal Teams, Fund Management Software, LP Portal, Private Equity Software, Real Estate
Private equity real estate fund managers tend to be juggling many tasks at any given moment. Building and maintaining strong relationships is critical, of course. Then there are the properties to keep track of. And the result of these activities is a large amount of...
by Ray Grant | Aug 17, 2020 | Alternative Asset Management, Best Practice, Deal Teams, Fund Management Software, Private Equity Software, Tips & Tricks
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...
by Kevin Kelly | Mar 30, 2020 | Deal Teams
From the first close to the final close, investment deals have many moving parts. From fundraising to due diligence to portfolio management, deal teams have to stay on top of all of the relevant details in a fast-paced environment. Data drives the decisions and the...
