investor relations tool

How to Adopt a Data-Driven Approach for Investor Relations Success

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.
fund management

How to Stand Out in a Sea of Annual Meetings

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

Service Secrets that Lead to Repeat Investments

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.
investor relations

Private Equity Tools to Build Trust with Investors

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

4 Challenges for Your Investor Relations Team in the Digital Age

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.
salesforce

Lead for Success: How to Differentiate in the Private Equity Crowd

In Private Equity, differentiation oftentimes stems from a firm’s “secret sauce” for how they source deals and find the best investment opportunities.

How ESG Investing Can Benefit Private Equity Firms

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

Achieve Optimum Efficiency in Your Private Equity Operations

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

Today’s LPs Expect Personalized Relationship Management

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

Investor Relations Strategies to Keep Investors Informed

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.

Preferred Return

The Private Equity Techstack Podcast

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.

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