What is the Best CRM and Marketing Tech Platform for a New Private Equity/Venture Capital Fund?

One of the first decisions we had to make in setting up our new VC fund was our CRM and marketing technology infrastructure.   I’m very interested in the tech stack of private equity/VC firms, both to improve our internal efficiency and also because I have a focus on investing in ‘investment tech’.  I run AltsTech,...

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Interview: Greg Weyerhaeuser Piasecki, ex-President, Rock Island Company, family holding company

DC Finance is one of the oldest and largest family office networks. They hosted Greg Weyerhaeuser Piasecki, former President of one of America’s largest family holding companies, and one of my LPs, for a virtual interview with me, Tuesday, October 26, for Accredited Investors only.   This is a rare opportunity to learn more about...

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Ripe For Disruption: The Asset Management Business

Joe Reilly, CEO of Circulus Group, family office expert, and a longtime contributor to Family Wealth Report, interviewed me to share views on disruption in asset management, my research into the field, and where the industry needs to be headed. Reilly: You’ve been co-leading a research project on innovation in the investment management industry, which...

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Many people can’t see your website. Here’s how to fix it.

You’ve spent all that money and time building a perfect website, but can people actually see it? I periodically hear from friends at some large enterprises that they can’t see the sites we manage (Teten.com, FoundersNextMove.com, and AltsTech.com), because their corporate firewalls block them. Given we don’t have any NSFW content, this is both surprising and...

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Consumer Behavior Post-COVID: What do the data say?

The HBS Club of NY just hosted a discussion Wednesday led by Drop Technologies‘ CEO, Derrick Fung, on “Consumer behavior post-COVID: What do the data say?” I’m an investor (via both HOF Capital and ff Venture Capital) in Drop. Check out the video. Derrick discusses what Drop has learned and what their data predicts about: ...

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5 Innovative Fundraising Methods for Emerging Venture Capital and Private Equity Funds

How do you raise money for your venture capital or private equity fund from family offices and high net worths?  I see five innovative new methods for raising capital which emerging managers like us are using, which I’ve ranked in roughly descending order of popularity:  Join the online communities and virtual conferences where investors participate. ...

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