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
investor CRM
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
Why Investors Need Their Own Relationship Management System
Why Investors Need Their Own Relationship Management System And Why Most CRM’s Don’t Work for Corporate Development, Search Funds, Family Offices or Other Private Equity Deal Teams Does the world need another CRM product? Absolutely not. In the US … Read More