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Expert Networks Rollup – Business Connect China merges with Evalueserve Circle of Experts and Tribeca Insights

Congratulations to Business Connect China, which is merging with my old company, Evalueserve Circle of Experts, and Tribeca Insights to form a new consolidated expert network, Advantus Global. Integrity Research reports, "At the high water mark, there were over 45 expert networks. By our count, the [...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]

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 [...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]