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Institutional Investor publishes summary of our deal sourcing research

Chris Farmer and I have an article in today's Institutional Investor, summarizing the key findings from our research on deal sourcing: Would you invest in a company that only sold to 1 out of 80 leads? Or a company that typically took one year and 3 professionals just to close a single [...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]

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]

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]

Free Market Research for Entrepreneurs, at Founder Institute last night

I enjoyed participating in a panel last night on "Market Research for Entrepreneurs", as part of the Founder Institute's first series of New York programming. The other speakers were Nicholas Butterworth, President & CEO, Diversion Media; and Steven Haines, President, Sequent Learning [...continue reading]

Managing the Online Identify of a Venture Capital/Private Equity Firm

Seth Levine has posted the slides from his portion of Thomson Reuters Buyouts recent webinar on "Boosting Returns with Web 2.0 Technology". Also, Buyouts magazine has posted a detailed summary of the panel. You can get a sense of my slides on the deal origination page of my site. [...continue reading]

Free Webinar on Due Diligence Best Practices — 1-800 Flowers, Sullivan Cromwell — August 6

Please join me next Thursday, August 6 for the second in The Deal's complimentary 3-part series on Corporate Development: "Due Diligence Best Practices". The Deal's Ken Klee moderates. My fellow panelists are Frank Aquila, a leading partner in Sullivan & Cromwell's M&A Group, and [...continue reading]

Hedge fund investment patterns/quarterly reports/investment ideas/careers

Yaser Anwar, an unusually aggressive and career-savvy senior at York University, has a mailing list with interesting information about the current status of the markets, with a focus on hedge fund investing. He sends out content about twice a month. If you want to sign up for it, contact him at [...continue reading]

Social Media, Investor Relations, and Expert Networks

Brian Solis has a lengthy post at Techcrunch on Social Media and Investor Relations. There's a lot of material there, but I think he omits the area in social media through which the most market-moving information is flowing: expert networks. [...continue reading]

Liveblogging The Smart Money of Crowds: Collaborative Investing Startups

I'm liveblogging notes from tonight's MIT Enterprise Forum event on The Smart Money of Crowds: Collaborative Investing Startups. This was not hard to organize, and I'm very happy with how the event turned out. You can see the Twitter discussion via hashtag MIT0407. Panel Biographies [...continue reading]

Speech in London, Sep. 7: How Professional Investors Elicit Maximum Information in Minimum Time from Industry Sources

I'll be speaking in London next week and hope that you will join us: Straight from the Horse's Mouth: How Professional Investors Elicit Maximum Information in Minimum Time from Industry Sources Sponsored by the Harvard Business School Club of London Thursday, September 7, 6:30pm [...continue reading]

Getting the Scoop on a Future Boss

Anjali Athavaley of The Wall Street Journal writes on Getting the Scoop on a Future Boss:There are now more ways to get the inside scoop about an employer -- before you are hired.In the latest expansion of the Web phenomenon of social networking, more sites are launching features that make it [...continue reading]

Mr. Info: Take the Money-It's Free!

Late-night TV infomercial icon Matthew Lesko had advice for entrepreneurs: Take the money the government wants to give you. A report from a recent talk at HBS. http://hbswk.hbs.edu/item.jhtml?id=4085&t=marketing&nl=y [...continue reading]