A number of friends have asked me how to increase the amount of money they’re earning as consultants from the major expert networks, eg., Atheneum Partners, AlphaSights, Dialectica, CAPVision, Coleman Research Group, GLG, Guidepoint, Insight Alpha, Lynk Global, Maven Research, Kingfish Group (specialize in private equity), Primary Insight, ProSapient, and Third Bridge. Here are some...
[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 is here. I’ll be speaking in...
[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 CRM application; instead, they were typically using only Microsoft...
[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....
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