David Teten

JANUARY 11, 2020

Many investors including me spend most of our day doing the same things people have always done in our job: in my case, due diligence, deal execution, etc. But for B2B sales, meeting people in person is often mandatory. In the venture capital/private equity business, investors are B2B microinfluencers.

Social Media 60

Social Media Technical Review Media Private Equity 60

David Teten

SEPTEMBER 23, 2017

Many tools designed for B2B marketing in general are also relevant to investors. I previously posted a detailed presentation with sales technology tools useful for B2B sales. 5) Due diligence. 1) Market fund. Numerous VC funds rely on more general CRM and sales funnel solutions like Pipedrive and Streak.

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

David Teten

DECEMBER 3, 2019

However, in private markets, there is more room to optimize across all 11 steps of the investing process: firm management , marketing, fundraising , origination , manage relationships, due diligence, negotiation, monitoring, portfolio acceleration , reporting, and. 6) Due diligence. I personally use Salesforce.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78