Published Articles

A Good Hedge Fund CRM Drives Fund Raising

In today’s competitive fund raising environment the majority of hedge funds and alternative asset managers recognise that CRM is a key investment. It supports not just day-to-day investor relations, sales, marketing, and compliance processes but it is also a strategic investment in the firm’s business, appearance and professionalism. Although CRM software can deliver amazing benefits, realisation of these benefits is dependent on finding a CRM system that is good fit with your business needs.

Read full article here

Private equity CRM drives fund raising and deal flow

Many General Partners (GPs) are investing in technology in their portfolio companies. Many are also investing in technology for use within their own firms. Using technology to streamline investor relations and deal flow can add significant value. With these points in mind, what are the key adoption drivers and benefits, and what are the key features to evaluate?

Read full article here

Ramp Up Your CRM’s Effectiveness With These 10 Steps

In today’s intense capital raising landscape the majority of hedge funds and alternative asset managers now recognize that CRM is a key investment. It supports not just day-to-day investor relations, sales, marketing, relationship management and compliance processes but it is also a strategic investment in the firm’s business, appearance and professionalism. 

Read full article here