Email Client Plugin

Should PE & VC firms auto-sync all emails with their CRM?

Should PE & VC firms auto-sync all emails with their CRM?

After working with a variety of firms in terms of size, investment stage, and team focus we do see trends emerge for which type of approach certain types of firms gravitate toward or tend to dismiss – and not always with good reason.

As this is the area where we are most likely to gently push back against certain misconceptions which clients hold, we put this piece together to provide some clarity on how firms can balance privacy concerns against value gains when thinking about email ingestion.