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.

Whether it’s a company like Facebook or one that’s been around since the 1950s like McDonald’s, going public has historically been the end goal for most businesses.

It has become more difficult than ever to secure capital and close deals in Private Equity. When you listen and provide investors with value, you build relationships, earn their trust, and instill loyalty.

With very different terms than those in a standard partnership agreement, co-investments are technically a minority ownership stake for co-investors, many of whom are already existing LPs.

It’s increasingly difficult for General Partners (GPs) to differentiate themselves. The appetite for risky deals is lower than previous periods so fund returns converge to similar levels more often.