by Nicole Pinto | Nov 23, 2020 | Data Analytics & Business Intelligence, Fund Management Software, Investor Relations, Private Equity Software, Salesforce.com
Salesforce is the world’s CRM powerhouse—here’s why that’s a good thing for Private Equity There are common misconceptions about Salesforce for Private Equity. Firms find the platform intimidating to work with because of the robust features it offers out-of-the-box....
by Caroline Liegey | Nov 11, 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 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...
by Nicole Pinto | Sep 9, 2020 | Alternative Asset Management, Fund Management Software, Investor Relations, Private Equity Software, Salesforce.com
With Proper Configuration and Training, Salesforce Absolutely Does Work for Private Equity Salesforce was recently named the #1 CRM for the sixth year in a row. This distinction is high praise for the company that absolutely dominates the market. But reasonably, it...
by Morgan Pearson | 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 Pearson | 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....
