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Institutional Investor’s Cover Story is Our Research Study on Innovation in Investing

We’re happy to report that Institutional Investor just published our research study as their April cover story: “Asset Managers, Prepare to Have Your Business Disrupted” (about 2,000 words). You can download the full study in PDF (10,000 words) or join the discussion around the paper here on [...continue reading]

How to Create Competitive Market Maps With MarketMap.me

At least ¼ of the investment proposals I get have a "market map" of some sort: a graphic analysis of the competitive landscape.  I think competitive analysis is critical.  Any useful startups is trying to perform some useful job for a client, and you have to understand what people are currently [...continue reading]

How to Get World Class Experts to Support Your Company

As the former CEO of a professional expert network, I’m a firm believer in the value of speedy access to relevant experts.  I was excited to see that GLG (formerly Gerson Lehrman Group), the industry leader, is now offering a professional network service geared to the needs of the startup community: [...continue reading]

Best Practices of VCs and Private Equity Funds in Deal Sourcing

I have a presentation coming up in August on best practices of VCs and private equity funds in deal origination. You've surely seen lots of talks on how entrepreneurs can raise capital; the question I'm exploring is the reverse, which is how investors can find potential investments. If you have [...continue reading]

Update on our study on deal sourcing

It's been very exciting to see such a strong response to our recent research study on "Best Practices in Private Equity and Venture Capital Deal Origination", published in the Winter 2010 Journal of Private Equity. To our knowledge, this is the first systematic study on this topic; we have not [...continue reading]

How a Private Equity Fund Uses Social Media for Building its Investment Pipeline and Raising Capital

Most private equity funds (and the equipment finance industry) are well behind the VC industry with regard to their use of social media. Jeff Bussgang, General Partner, Flybridge Capital Partners, calculates that of the approximately 1,000 venture capitalists in the US actively seeking deals, 10-15% [...continue reading]

Final draft available: private equity and venture capital funds' best practices in originating new investments

We're in the last lap of editing our research study on best practices of private equity and venture capital investors in originating new investments, which has a particular focus on use of social media. We plan to publish this in a major private equity journal. If you would like to review a [...continue reading]

Launch of Track.com, a market for independent Wall Street research

Four days ago, a team of Wall Street veterans launched Track.com, a new marketplace for independent research providers. I met with the management team today. Track.com offers independent research providers a platform to distribute their intellectual property. Buyers pay subscriptions for [...continue reading]

Seeking investing book on identifying most attractive geographies, industries, and companies

For my pending article on venture capital and private equity deal origination, I am seeking a book by an investment expert who has developed a systematic methodology for combing through all industries and geographies globally; and then zooming in on the specific subsectors and then companies that [...continue reading]

The Bias of Wall Street Analysts

HBS professor Mark Bradshaw reports "The prediction was that all [Wall Street sell-side research] analysts would be more optimistic for firms that were issuing debt and equity securities than for firms that were either not engaging in such activity or were reducing their financing needs. An integral [...continue reading]

A marketplace for research

The team from AQ Research (at whose conference I'll be speaking tomorrow in London) has written a blog post about an idea I've chewed on for a while: A Marketplace for Research'. There are a number of gross inefficiencies in the current research business, and inefficiencies are usually the breeding [...continue reading]

Research Pricing

I enjoyed participating in AQ Research's recent conference on "The Future of Research", last December 5. I finally had a chance to edit and post my notes on the panel on Research Pricing. Speakers: Lisa Shalett, Chairman and CEO, Sanford C Bernstein Paul Spillane, CEO, Soleil Securities Chair: [...continue reading]

Making Investment Research Pay

Following are my rough notes from AQ Research's recent conference on "The Future of Research", on December 5. The speakers on this very strong panel were:  Scott Lessing, Chief Operating Officer, Citigroup Investment Research Shubh Saumya and  Jai Sinha, Partners, Booz Allen David Weild [...continue reading]

AQ Research Future of Research Conference, NYC, Dec. 5

I look forward to speaking at AQ Research's conference next week on "The Future of Research", Dec. 5, Grand Hyatt, New York. Full schedule here. AGENDA: THE FUTURE OF RESEARCH MORNING SESSIONS 08.00 Welcome and Introduction: Graham Field, Managing Director, AQ Research 08.15 [...continue reading]