The Best CRM for M&A Table of Contents The importance of an M&A-Centric CRM Why Deal Flow Templates are Critical for M&A Exploring the Best CRM Systems for M&A Comparing CRMs for M&A Introduction In the fast-paced world of mergers … Read More
Galaxy Blog
Galaxy Blog
A Review and Comparison of PitchBook, Axial, Crunchbase and CapitalIQ for PE, VC and M&A Professionals
Introduction Private equity (PE), venture capital (VC), and mergers and acquisitions (M&A) professionals rely on data and analytics platforms to drive their investment decisions and stay ahead in a competitive market. In this blog post, we will review and compare … Read More
The Top 5 Free CRM Deal Flow Templates for Investors
The Top 5 Free CRM Deal Flow Templates for Investors Introduction As an investor, managing deal flow effectively is crucial for success in the competitive landscape of investment opportunities. While Customer Relationship Management (CRM) systems designed for investors are usually … Read More
Streamline Your Private Equity and Venture Capital Operations with CRM Software
Streamline Your Private Equity and Venture Capital Operations with CRM Software In today’s competitive business landscape, private equity firms and venture capital (VC) companies are constantly seeking ways to enhance operational efficiency and gain a competitive edge. One powerful solution … Read More
Is there a purpose-built CRM for Search Funds?
Is there a purpose-built CRM for Search Funds? New searchers often ask which CRM and/or email outreach software they should be using and so we thought it would be helpful to share the results of a survey we did that … Read More
Why Investors Shouldn’t Use Airtable as a CRM
Why Investors Shouldn’t Use Airtable as a CRM Table of Contents: How much do you love learning tech? How valuable is your time? Stick to your Circle of Competence No-code doesn’t mean no-work Flexibility can be dangerous Out-of-the-box integrations and … Read More
How to Create Business Value with Price Increases
How to Create Business Value with Price Increases Table of Contents 1. Why Price is a Great Lever to Create Value 2. Why Pricing Opportunities Exist 3. Price is Controllable 4. Price Increases Increase Revenue Quickly 5. Proven Price Increase … Read More
9 Tips for Deal Sourcing that Actually Work in 2023
9 Tips for Deal Sourcing that Actually Work in 2023 TL;DR – This post covers the following 9 tips for deal sourcing: 1. Define a sector of focus and map it 2. Look for deal signals 3. Bring in a … Read More
Grow Your List of Investment Targets Faster With ChatGPT
How to Grow Your List of Investment Targets Faster with ChatGPT We were recently asked by a serial acquirer of software businesses how ChatGPT might be used to help them source deals faster. Adding new leads into the relationship management … Read More
7 Free Online Tools to Supercharge Your Deal Flow
7 Free Online Tools to Improve Your Deal Flow Having worked in small deal teams ourselves, we know how important it is to find the best tools to automate and enhance your deal processes. It’s even better when those tools … Read More