by admin | Dec 9, 2021 | Private Equity
Investment Professionals value their network. One of the challenges deal makers face is figuring out which of their connections could be relevant in the context of an early stage active deal or for longer-term proprietary opportunities. During the normal activities of...
by admin | Nov 17, 2021 | Corporate Dev., Private Equity
How many of your inbound deals end up languishing on email servers without ever making it into a CRM? 10%, 50%, 90%? Whatever the number, the reality is that virtually no private equity or corporate development firm is capturing 100% of its deal flow for totally...
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...