by Cindy Cao | Apr 1, 2021 | Asset Management, Fund of Funds, M&A, Mezzanine, Placement Agent, Private Equity, Private Equity Real Estate, Venture Capital
We’ve designed our private equity software to combine the best of both worlds – dealmakers can enter data using Excel or our Excel-like interface, which is synced to our CRM. Here’s a quick look: 1. Keep using Excel – No need to change your current workflow....
by Cindy Cao | Feb 16, 2021 | Asset Management, Fund of Funds, M&A, Mezzanine, Placement Agent, Private Equity, Venture Capital
You and your colleagues have an entire ecosystem of relationships to draw deals from, but rarely is this mapped out to easily see who knows who for warm intros and more referrals. Fortunately this ‘network mapping’ can be automated through CRM. Each person’s...
by Cindy Cao | Apr 21, 2020 | Asset Management, Fund of Funds, Mezzanine, Private Equity, Private Equity Real Estate, Venture Capital
In an intensely analytical business heavily reliant on a large number of low-touch, high-powered relationships, you need more than just Zoom to juggle priorities. While managing crises with LPs and portfolio companies, you also have to look for immediate...
by Cindy Cao | Apr 13, 2020 | Asset Management, Fund of Funds, Mezzanine, Private Equity, Venture Capital
More than 50% of private equity firms do not leverage their own network that can help them source off-market deals, according to a survey that was part of Navatar’s roundtable hosted with ACG. Most firms struggle with institutionalizing their relationship data (as...
by Cindy Cao | Jan 3, 2018 | Asset Management, Fund of Funds, M&A, Mezzanine, Placement Agent, Private Equity, Private Equity Real Estate, Venture Capital
As private equity and M&A advisors become increasingly marketing-focused, they need software to send mass emails, newsletters, thought leadership pieces and signed deals. But many are unsure what kind of software to buy, since they come in so many labels such as...
