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Ways to Improve Deal Sourcing

David Teten, CEO of Navon Partners, released a study of how private equity and venture capital funds originate new investments. The study was published in the Winter 2010 issue of the Journal of Private Equity. Teten’s findings offer suggestions of how private equity and venture capital firms can find and …

New Functionality in EquityTouch as of January 14, 2012

Follow-Up Touches With the latest update that was delivered on January 14th, EquityTouch® users now have the ability to create a quick Follow-Up Touch.  Follow-up touches are another powerful function of the Touch System.  They allow you to schedule follow up tasks (phone calls, meetings, interviews, visits etc) related to each …

Top things to look for when choosing a CRM

Private Equity and Venture Capital firms have a broad spectrum of needs and solutions when it comes to CRM’s. As mentioned in a previous post, a willing and prepared management team is a requirement. Additionally, it is important to examine cost, maintenance and functionality of the CRM before investing in …

EquityTouch: CRM Client Case Study

Disclaimer: Due to the highly competitive nature of our client’s industry, they have requested that all names and titles be kept confidential. All information, quotes and testimonies are one-hundred percent true. One of EquityTouch’s clients is a leading investment company that provides capital for both recapitalizations in order to achieve …

Raising the Bar for Business CRM Solutions: Superior Fast Searching

by:  Megan Linebarger In our mission to create the most intuitive and manageable CRM software for the alternative asset community, we at Touch Ahead pride ourselves on knowing how these businesses operate in order to design a CRM solution – EquityTouch –  that addresses all of their needs.  And they …

The CRM Strategy

CRM (Customer Relationship Management) has been a buzzword for almost two decades now, ever since it popped up on the scene when Tom Siebel coined the phrase in 1993.1 Since then, it’s become a somewhat infamous business tool – and by that, I mean that many feel the software didn’t …

Raising the Bar for Business CRM Solutions: Ready-to-Run Reports

At Touch Ahead Software, we’ve raised the bar for business solutions by creating a powerful CRM software solution, EquityTouch, which helps businesses stay organized, leading to a better business process and measurable results. Keeping business contacts and relationships organized through Intelligent Relationship Management and having that information at your fingertips …

Raising the Bar for Business CRM Solutions: Intelligent Relationship Management

In this series of posts, we’re discussing how EquityTouch’s unique features place it ahead of the competition, making our CRM software the ultimate business solution for the alternative asset community. In our first post, we focused on the Simple Customization feature; this week, we’ll take a look at EquityTouch’s Parent/Child …

Deal Sourcing: Stay One Touch Ahead With CRMs

A recent report by the Private Equity Growth Capital Council stated that private equity firms in Massachusetts invested more than $6 billion in Mass-based companies in 2010, ranking number six in terms of deal value1. That money was invested in 57 companies – an average of $105+ million to each …