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 | 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 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...
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 Matt Springer | Oct 26, 2017 | Asset Management, Cloud Computing, Fund of Funds, Hedge Fund, M&A, Mezzanine, Private Equity, Private Equity Real Estate, Venture Capital
As an experienced London-based cloud professional, who frequently travels to New York, I’ve noticed that on average, US investment firms seem to be more tech-savvy than their London counterparts. A US-based investment banker can work on their deals right from their...
