4 Best Practices for Deal Sourcing
Best practices for your private equity firm’s 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...4 Steps To Differentiate In Private Equity
How firms embrace technology to differentiate in private equity With many new private equity firms popping up virtually overnight, differentiation in private equity has become a critical success factor to stand out for firm the firm’s growth. Differentiation can be...Challenges using Salesforce for Private Equity: Debunking the Myths
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...4 Benefits Using Salesforce for Private Equity
Salesforce is the world’s CRM powerhouse—here’s why that’s a good thing for Private Equity Salesforce has once again been named the world’s #1 CRM provider by the International Data Corporation (IDC). To celebrate the titan’s sixth consecutive year at the top, we...Finding the Right GP-LP Portal: ShareSecure Premium
Now more than ever, Private Equity firms are finding escalated rules and regulations when it comes to information and documentation. Transparency, compliance, and security are familiar concepts in the PE marketplace, but firms need to get ahead in order to satisfy their investors and partners. In the current market, technology offers the most viable, scalable, and complete solutions to these challenges.