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 Nicholas Donato | Mar 6, 2018 | Asset Management, Fund of Funds, Hedge Fund, Mezzanine, Placement Agent, Private Equity, Private Equity Real Estate, Venture Capital
The path to institutional capital can seem murky at best. With few clear guidelines – and few straightforward success stories – a number of common misconceptions about the fundraising process persist in the market. These notions were revealed in a recent...
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...
by Nicholas Donato | Aug 2, 2016 | Asset Management, Fund of Funds, Hedge Fund, Mezzanine, Placement Agent, Private Equity, Private Equity Real Estate, Venture Capital
They walk the fundraising trail hand in hand. They may have known each other for years. And they rely on each other for continued success. Nonetheless, there are a few things about placement agents that alternative asset managers may not be aware. Following the...
by Alok Misra | Jun 9, 2016 | Asset Management, Fund of Funds, Hedge Fund, Mezzanine, Placement Agent, Private Equity, Private Equity Real Estate, Venture Capital
Alternative asset managers have seen their ranks explode over the last several years, due to a perfect storm of low interest rates, strong corporate growth and increased bank regulation. The number of active private equity firms has spiked 143 percent, while the...
