Marketing Tech, VC Spec: A Product Selection & Configuration Case Study

Marketing Tech, VC Spec: A Product Selection & Configuration Case Study

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?

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.

Weekly News: Week of 10/18/21

Weekly News: Week of 10/18/21

This week we're presenting our weekly vendor news digest, with categories including new products, deal activity, vendor whitepapers, and more! This week's vendors include Burgiss, Affinity.co, DealCloud, Altvia, Lionpoint Group, Goby, Intralinks, EWM Global, CEPRES, SS&C Advent, Northern Trust Front Office Solutions, and iConnections.

Factset Acquires Cobalt GP

Factset Acquires Cobalt GP

Cobalt Software Inc., a portfolio monitoring solutions provider, was acquired by FactSet, a provider of financial information and analytical applications. The acquisition was decided to advance Factset’s strategy to scale its data and workflow solutions completed using targeted investments in a multi-year investment plan and expanding its private markets offering.

The Perfect Pitch? Here's What We Learned by Analyzing 50 SaaS Demos

The Perfect Pitch? Here's What We Learned by Analyzing 50 SaaS Demos

Slide presentation or straight into a demo? Product specialists or account executives? 30 minutes or 60 minutes? PE Stack analyzes the approach of 50 sales teams we’ve engaged with alongside clients in the past year to bring you key insights from the world of SaaS demos.