by Morgan O'Mara | Jul 9, 2020 | Investor Relations
SOLUTIONS BY STRATEGY PRIVATE EQUITY VENTURE CAPITAL Real Estate FAMILY OFFICE Institutional Investors, Endowments, Pensions Fund of Funds Placement Agents BY NEED Relationship & Data Management Data Room & LP Portal Business Intelligence INVESTOR...
by Morgan O'Mara | Jul 6, 2020 | Investor Relations
Of all the elements that make up investor relationships, the most important is trust. In the digital age, we don’t see investment as one organization handing another a briefcase full of neatly stacked banded bills, but that is essentially what this transaction is....
by Morgan O'Mara | Jun 22, 2020 | Investor Relations
What do investors want from your firm? The answer to that question has two parts. First, they want detailed information on your track record. Without it, they can’t make an informed assessment of your firm or an informed decision about whether to invest. However, they...
by Kristin Martin | May 13, 2020 | Investor Relations
When we hosted THRIVE 2020, we purposefully scheduled it early in the year knowing our clients would be gearing up for a busy annual meeting season in Q2/Q3. Then, COVID-19 instantly grounded travel schedules, emptied hotel rooms, and squashed day-long events....
by Morgan O'Mara | Mar 10, 2020 | Investor Relations
Knowing your Limited Partners and understanding what keeps them up at night can help your team serve them, promote transparency, create trust and build relationships that endure the test of time. Three themes emerge across investor relations teams that effectively...
by Jeff Williams | Mar 3, 2020 | Alternative Asset Management, Fund Management Software, Investor Relations, Private Equity Software
SOLUTIONS BY STRATEGY PRIVATE EQUITY VENTURE CAPITAL Real Estate FAMILY OFFICE Institutional Investors, Endowments, Pensions Fund of Funds Placement Agents BY NEED Relationship & Data Management Data Room & LP Portal Business Intelligence INVESTOR...
