Date
Investor Relations in Private Markets

Technologies

The popular reporting platform began as a skunkworks project, but predicted a substantive change in the way PE firms operate and communicate.
Aug 17, 2021
The reporting platform allows IR professionals to report on portcos and respond to an increasing amount of requests from LPs.
Aug 17, 2021
yberattacks directed at a GP or a portfolio company can send the IR team into crisis management mode as they attempt to explain data breaches to LPs and the public at large.
Jul 28, 2021
DealCloud’s robust customer support has facilitated Lovell Minnick’s transition to the CRM platform at the beginning of the pandemic, one of the mid-market firm’s senior IR associates told Fundwise.
Jun 18, 2021
A lot of legacy software lacks an easy-to-use UX and therefore alienates private equity stakeholders.
Jun 18, 2021
Altvia Solutions is looking to profit from industry frustrations with Salesforce by offering out-of-the-box solutions to problems common to IR teams.
Jun 16, 2021
CRM platforms that facilitate outreach and communication while surfacing relevant data come with a wide variety of functionalities.
Jun 15, 2021
Salesforce is the Walmart of CRMs. While the software typically gets good reviews – thus the companies $246 a share valuation and Marc Benioff's ever-higher profile – it's not without flaws, especially when it comes to servicing and third-party add-ons.
Jun 15, 2021
“Technology has gone from being a cool accessory to being mission critical,” said Lena Ulrich, executive director in investor relations at Nordic Capital in London. The remark was met with agreement from Andrew Harrison, head of IR at Silverfleet Capital, and Meghan McAlpine of Intralinks.
Feb 24, 2021