Firms have many investor relations tools at their fingertips, but which ones are the most critical for fundraising and performance?

To develop an effective IR strategy, teams must understand how to best interact with investors, be visible, and adapt to market changes to ensure effective communications.

To stand out from the crowd of managers vying for LPs’ attention, GPs are putting much more effort into their annual meetings.

While the management stage of the investor relationship is all about earning trust and anticipating needs, the next stage—service—is where best-in-class firms truly differentiate themselves from the competition.

It’s no longer enough to simply use private equity tools to put together a nice-looking report with pie charts and bar graphs.

As the world digitizes, investors expect an improved way for their GPs to discuss the important matters of payouts, capital calls, tax information, and investment performance among many other metrics.

Environmental, social, and governance (ESG) investing is becoming more popular among individual investors and investment firms alike.

Every industry on the planet sees the difference that digital technology makes to their processes, reporting, and communication.

Technology can enable you to build a personalized relationship management process to give LPs the personalized experience they expect.

Keeping Limited Partners happy and satisfied is the cornerstone of a sustainable firm. Positive LP interactions keep funds alive: much more than perfect valuations or cost saving operational changes do.