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 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 Jeff Williams | Oct 23, 2020 | Alternative Asset Management, Case Studies, Fund Management Software, Private Equity Software
Established in 1999, Crosslink Capital is a technology-focused, San Francisco-based investment firm whose investments range from early stage private companies to well-established public corporations.
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...
