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What Is the Difference Between a CRM and a Contact Database?
If your firm is storing investor contacts in a spreadsheet, a shared Outlook folder, or a basic list-building tool, you
How to Build a CRM Implementation Checklist Before You Buy
Most CRM implementations fail before they start. Not during configuration, not at training, and not at rollout. They fail during
How to Migrate Data from Spreadsheets to a CRM Without Losing History
The spreadsheet has been the default relationship management tool for investment firms since the 1990s. It is familiar, flexible, and
How to Get Your Team to Actually Use a New CRM
The CRM adoption problem is not a technology problem. It is a behavior problem. Firms spend weeks selecting a platform,
SatuitCRM vs Dynamo: A Head-to-Head for Alternative Asset Managers
If you are evaluating CRM platforms for an alternative asset management firm, SatuitCRM and Dynamo are two of the names
SatuitCRM vs DealCloud: Which Platform Wins for Private Equity Firms?
Private equity firms evaluating CRM software in 2026 consistently compare two names: SatuitCRM and Intapp DealCloud. Both platforms are designed
How Emerging Managers Choose Their First CRM (and What Most Get Wrong)
Choosing the right CRM is one of the most consequential technology decisions an emerging investment manager will make. Get it
How Multi-Strategy Hedge Funds Manage Investor Relations Across Silos
Multi-strategy hedge funds face a structural investor relations challenge that single-strategy funds do not: the same LP may have exposure
Using CRM Activity Tracking to Improve Investor Retention
Investor retention is the foundation of long-term AUM growth. Acquiring a new LP is significantly more expensive than retaining an