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
deal sourcing
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
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