The CRM conversation in venture capital almost always starts with deal flow. Which portfolio companies are in which stage, how the firm tracks warm introductions
Orion is one of the most capable and widely adopted technology platforms in the financial advisory space. According to the T3/Inside Information Software Survey for
iCapital and SatuitCRM appear on investment management technology shortlists for different reasons, but they occasionally get compared to each other in evaluation processes, particularly by
Family offices are among the most sophisticated and demanding investor relationships in the investment management ecosystem. They bring institutional-caliber analytical rigor to manager selection and
Most CRM alert programs fail for the same reason: too many alerts, too little calibration, and too little follow-through when alerts fire. When every relationship
Side letters are one of the most operational complexity sources in institutional investment management, and most firms manage them far less systematically than the risk
Responding to institutional requests for proposal is one of the highest-effort, highest-stakes activities in investment management business development. A well-structured RFP response from an institutional
A new investor relations hire who joins a firm with a well-maintained CRM and a structured onboarding plan can be productive in investor-facing conversations within
Investment management firms have always operated in a regulated environment, but the scrutiny applied to investor communication recordkeeping has intensified materially over the past several
Most investment management firms approach CRM vendor evaluation the wrong way. They schedule demos, watch vendors present their platforms’ strengths, collect pricing proposals, and then