Follow me

New series: profiling the tech stacks of investment managers

We’re shortly going to launch a new series in which we profile the tech stacks (“technographics”) of investment managers and other financial services firms. We already have lined up our first victim volunteer; you’ll read more about his firm soon. The benefits to institutional investors of participating: Benchmark against your peers: learn from other comparable financial...

[Continue Reading]

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, Versatile Venture Capital, was our CRM and marketing technology infrastructure.   I’m very interested in the tech stack of private equity/VC firms, both to improve the efficiency of Versatile VC and also as a focus area for our investing. I...

[Continue Reading]

An Investor’s Personal Social Media Tech Stack: In the future, everyone will be famous for 15 followers

What tech stack should a microinfluencer use? Most investors including me spend most of our day doing the same things people have always done in the job: in my case, due diligence, deal execution, etc.  However, being a “microinfluencer” is now also part of the job description.  In the future, everyone will be famous for...

[Continue Reading]

Venture capitalists eating our own dog food: Using technology and analytics to make better investments

(To see the video above, please click the image, and then click on the Play button.) Private equity and venture capital investors are copying our sisters in the hedge fund world: we’re trying to automate more of our job.  When I was single, I registered for (a lot of) dating websites. When I met my...

[Continue Reading]