When it comes to selecting the right mass email tool to complement your private capital CRM, the options can be a bit overwhelming.

As people start to increasingly work from home, It’s important to be flexible and continue to run a successful Monday Morning Meeting remotely.

In the past, software implementations were typically on-premise, very large in scope, and oftentimes extensive.

Like shoveling your driveway during a blizzard, data management can seem like a never-ending battle.

80% of the world’s data is unstructured, posing a challenge for data-driven fund managers to understand the market environment and make informed decisions. According to Preqin, private equity buyouts in 2018 reached a high of 5,106 deals globally, with an aggregate value of $456 billion.

Using an investor relations software to support LP relationships is a challenge experienced by almost all private equity firms right now.

Whether it’s SEC auditors or investors requesting information, time is of the essence when it comes to the reporting done by Private Equity firms.

The B2C/B2B market drives competition with a focus that the problems we solve better be worth more than the cost of our products and services.

There are a couple of things you can do to ensure that you’re getting all of Salesforce’s updates, news, and that handy password reset email.

Moving your organization from an Excel-based deal and fundraising log and Outlook-based CRM to software for private equity or venture capital system is a big project.