This tale follows the story of David Teten, founder of Versatile VC and PEVCTech.com, and the first major decision he had to make when setting up his new fund Versatile VC: selecting a new CRM. David is a prominent advocate of best-practice technology for private equity and venture capital funds, and offers valuable advice to any fund manager looking to improve their operations.
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.