Firms historically struggle to create a consistent and clear flow of information with their LPs, causing Investor Relations teams to feel stuck in a reactive state with limited tools to improve communication and visibility.
Private equity firms and managers are significantly expanding initiatives focused on how data is accessed and used.
We spoke with a marketing director at a lower middle market fund of funds about how they traded in the Ritz Carlton for a ritzy online experience…
Firms need to find Private Equity communications tools that allow easy, creative, and effective communications management.
Private Equity culture is growing in importance to LPs. But what is firm culture, and why do GPs need to be aware of this trending topic?
If you are assessing private equity CRM tools, you may want to consider using the #1 CRM provider for sixth consecutive year, Salesforce.
Altvia’s PPM feature allows you to send and track PPMs right from your CRM. The new interface makes the process easy and straightforward.
Fund managers that use fund management software are at an extreme advantage for presenting and promoting a fully virtual event.
Key to any due diligence process is the ability to monitor information sources, collect vital data, and perform a thorough analysis.
Managing notes and investor data for Private Equity Real Estate teams can be a daunting task. The right real estate CRM solution can create a checklist.
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.
