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Disruptive Companies in Asset Management

We recently hosted an idea dinner on "Disruptive Companies in the Asset Management Industry". The most attractive industries to disrupt are highly profitable ones, and asset management is traditionally a highly profitable industry. IMHO, the most successful disrupters in this area to date have [...continue reading]

FinTech Innovation Lab Launch Event – June 2, 2011

The new FinTech Innovation Lab, an annual program run by the New York City Investment Fund and Accenture, had their launch event on Thursday night. It attracted a very high quality crowd of senior executives from major investment banks and members of the innovation community --- two groups that [...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]

Buying private companies on marketplaces of primary and secondary interests

Congratulations to the team at AxialMarket on raising $2m from First Round Capital and Windcrest Investments. I take this as a sign that they're starting to gain traction among corporations and private equity funds, despite the fact they're threatening the lunch of lower-tier business brokers and [...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]

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]

Boosting Returns With Web 2.0 Technologies–Webinar, July 23, 12-1:30 ET (Buyouts Conferences)

I hope you'll join me for Boosting Returns With Web 2.0 Technologies, a special 90-minute interactive webinar, July 23, 2009, at 12-1:30 Eastern; 11-12:30 Central; 10-11:30 Mountain; 9-10:30 Pacific. It is hosted by Buyouts Conferences' Private Equity University. UPDATE: Reuters Buyouts posted [...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 [...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 the most [...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]