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 Nicholas Donato | Feb 26, 2021 | Asset Management, Fund of Funds, Private Equity
Now that one in five venture capital exits goes to private equity, the industry has a golden chance to tap the ballooning VC-to-PE deal pipeline for exclusive referrals . By October of last year, private equity sealed more than 800 deals from this emerging channel,...
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 Brian Bonilla | Mar 12, 2020 | Asset Management, Fund of Funds, Mezzanine, Private Equity, Private Equity Real Estate, Venture Capital
Can your deal platform help an SEC exam run smoother? It’s not a typical question private equity dealmakers ask themselves, but at a time when surprise exams are getting tougher, we’ve identified three ways to impress your inspector: 1. Handling Document Requests “SEC...
