Follow me

Goodbye Expert Networks, Hello Private Equity: Coverage from Integrity Research

Integrity Research wrote a nice blog post about the new startup I'm working on: "As more research providers emerge to analyze the public markets (there are now over 3,500 research providers in our database), one gap in the market are research providers for the private markets. David [...continue reading]

Our new Harvard Business Review article: Time for Investors to Get Social

I'm excited to report that we've started to release the results from our first-ever study on best practices in private equity and venture capital deal origination. My coauthor Chris Farmer (formerly Vice President, Bessemer Venture Partners) and I published a summary in the current issue of Harvard [...continue reading]

Visiting Singapore April 23-29: Presenting to Founder Institute, Venture Capital & Private Equity Association, CFA Singapore, and others

I'm very excited to be visiting Singapore for the first time April 23-29; I may stay longer in Asia depending on business exigencies. I'm visiting as part of the faculty for the local launch of Founder Institute, with sponsorship from the Infocomm Development Authority of Singapore and others. I [...continue reading]

Peter Drucker on the Seven Sources of Systematic Innovation

When Peter Drucker died, his obituaries were so laudatory I thought that I really should become familiar with his work.  So I've been reading through some of his major books.  It's striking how well-written and timeless they are.I just finished his classic "Innovation and [...continue reading]

Financial Executives Event: How to Find and Invest in Private Companies, Nov. 5, New York

I hope you'll be able to join us for the event below: "Private Equity and Venture Capital Deal Origination - Best Practices" Audax Group and Teten Advisors, LLC Sponsored by the Financial Executives Networking Group New York Chapter When: Thursday, 11/5/2009 5:30 PM to [...continue reading]

Los Angeles Speaking Engagements, October 6-7: CFA Society, Keiretsu Forum, and Harvard Business School (Update to Keiretsu Forum)

I'm visiting Southern California October 5-8, and I hope that some of you will be able to attend one of my presentations there. I'll be discussing the results of my research project on "Private Equity and Venture Capital Funds' Best Practices in Deal Origination". A preview of my slides [...continue reading]

Women’s Association of Venture and Equity Sep. 30 Event: Deal Sourcing in a Down Market

I hope that some of you can join us for a panel discussion sponsored by the Women's Association of Venture & Equity, on Wednesday, September 30 in New York. I'll be discussing the results of my research on best practices in deal origination. Please note this is only open to women. [...continue reading]

CRM Survey of Alternative Asset Community

Touch Ahead Software conducted two separate surveys at both the ACG Intergrowth Conference in Las Vegas and the ACG Growth Conference in Boston in 2009 on the alternative asset community's CRM use and experience. Download results. Most surprising, EquityTouch found that 37% were using no formal [...continue reading]

Venture Capital and Private Equity Funds’ Use of CRM

Paul Greenberg just posted a summary I wrote of how private equity and venture funds are using CRM at his blog. I've cross-posted it here: Paul asked me to write a brief summary of the findings of my research on Best Practices in Private Equity and Venture Capital Deal Origination. [...continue reading]

Deal Sourcing by Corporate Development Groups

At last week's ACG Intergrowth conference, I attended a roundtable discussion on Deal Sourcing as part of the Corporate Development track. My notes follow. To preserve confidentiality, I have labeled as "X:" the comments from all the participants. We had about 30 people in the group, almost all [...continue reading]

ACG Intergrowth Presentation: How to Originate Deals, Win Clients and Raise Capital with Web 2.0 Technologies

I'm in Vegas this week presenting to the Association for Corporate Growth Intergrowth 2009 on "The Virtual Handshake: How to Originate Deals, Win Clients and Raise Capital with Web 2.0" . I've posted an edited version of my slides below. As always, I welcome feedback.The Virtual Handshake: [...continue reading]

Asset Managers and How They Power Their Businesses with Salesforce CRM

For our research project on VC/private equity deal origination, Renny Monaghan of Salesforce pointed me to a 2008 Dreamforce panel on Asset Managers and How They Power Their Businesses with Salesforce CRM. The video and Powerpoint are downloadable here. My notes follow. I think [...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]

Sep. 22: Where are the Deals? Private Equity and Venture Capital Funds' Best Practices in Deal Origination

I hope you can join us on Sep. 22 evening for a presentation on "Where are the Deals?  Private Equity and Venture Capital Funds' Best Practices in Deal Origination ".  We'll be discussing preliminary findings from a white paper we're writing on this topic.  I'd like to thank our [...continue reading]