Investment industry stakeholders are always eager to get data about recent past periods so that they can use it to inform their decisions going forward.
To effectively implement an investment strategy and manage portfolio trading activities, fund managers need to be able to act quickly and seamlessly in collaboration with others on their team.
Taking the time to carefully assess all of the different types of data you’ll be merging before you begin migrating data will help ensure that records are imported correctly and that the process flows smoothly.
When you’re selecting a data management system and/or an implementation technology partner, it’s critical to work with a team that understands your industry and has experience implementing software for other fund managers.
Private equity success is highly dependent on your ability to successfully fundraise. In the past, much of the fundraising process and related communication were managed manually.
When it comes to private equity fundraising software, potential clients often start the conversation by inquiring, “How can I better target investors for my private equity fundraising?”
According to a recent study by SEI News, after several years of underwhelming performance and lack of liquidity, many private equity fund managers are trying to increase transparency to attract and retain skeptical investors.
As a private equity firm, your team talks to many investors, track numerous deals, and monitor a variety of investments.
Implement these 3 tips to decrease a Private Equity fundraising timeline the next time you’re ready to raise a fund.
Top managers are adapting technology systems to reduce friction allowing them to focus on relationship management and closing.
This is a podcast about the role of technology in private equity and venture capital. Our hope is to bring together the best and brightest across the industry and have them share best practices, trends they’re seeing, and how firms use technology to gain an edge in the market.
