How Deal Teams Are Managing Virtual Due Diligence
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...How Private Equity Real Estate Can Leverage a CRM
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...Interactions: How Successful Private Equity Teams Organize Notes
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...Why Private Equity Deal Teams Need Technology
As everyone in Private Equity understands, a deal isn’t an event that happens when an agreement is signed. It’s a process that evolves over time and culminates in a mutually beneficial relationship. Deal flow management gives visibility to track information your firm...Case Study: Plexus Leverages Fund Management Software for Growth with AIM
To accommodate the increased reporting requirements and reduce the extra administrative work of managing their growing portfolio, Plexus Capital implements AIM by Application Exper…