Tag Archives: Private Equity CRM

CRM Systems and Deal Sourcing

With the onset of the financial crisis, the private equity industry saw a significant drop in the value of new deals and exits being made. Although there has been improvement in the value and volume of deals being made recently, it is still a long way from the record-breaking deals …

The Next 5 in 5 – A Prediction of CRM Capabilities

 Each year, IBM predicts the next five technologies that will likely change the way we work, play and live in the next five years, otherwise known as “The Next 5 in 5.” Following this concept, CRM analyst Lauren Carlson decided to conduct a similar study, wondering where CRM will be …

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 …

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 …

Touch Ahead Software Releases EquityTouch 2.15

Touch Ahead Software is at it again with its latest release of EquityTouch 2.6. This new and improved deal sourcing collaboration CRM has been updated to deliver the best results for managing your complex business relationships. Every day, people are interacting with one another in order to make sound business …

The Deal Pipeline: Five Metrics for Maintaining Control of Your CRM

Customer Relationship Management software is a tool that can be used by many different professionals to track a variety of activity and productivity. Since we here at Touch Ahead cater mainly to venture capitalists and the private equity community, we’ve mentioned how these people lead busy lives and can sometimes …

Deal Forecasting: Predicting Deal Sourcing Trends Using CRM

A few days ago, I was introduced to the idea of sales forecasting. It got me thinking about deals, and whether or not the same or similar concepts of sales forecasting would apply to deal sourcing and predicting future trends of deals – deal forecasting, so to speak. The article …

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 company. Now, I don’t …

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 …