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....
[Continue Reading]Deal Sourcing by Corporate Development Groups
At last week’s ACG Intergrowth conference, I attended a roundtable discussion on Deal Sourcing as part of the Corporate Development track. My notes follow. To preserve confidentiality, I have labeled as “X:” the comments from all the participants. We had about 30 people in the group, almost all of whom were heads of M&A at...
[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 interesting point came from Erik Yewell, who said, “We...
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