David Teten

SEPTEMBER 23, 2017

I’ve primarily seen quantitative analytic techniques used in origination , filtering , and in portfolio company recruiting , but technology can be used throughout the nine steps of the private company investing process: The 9 Steps of the Private Company Investing Process. 4) Manage deal flow. Talent Relationship Management tools (e.g.,

Private Equity 60

Private Equity Venture Capital Equity Technical Review 60

Both Sides of the Table

APRIL 21, 2020

B2C Companies We talked about how some companies saw an immediate decline in purchasing (for example if you’re in travel or hospitality). Biggest Advice I Give to Portfolio Founders? But when a fund writes checks into a portfolio company it typically “reserves” money to invest in future rounds. Picking great talent.

Marketing 263

Marketing Valuation Churn Rate Balance Sheet 263

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. 1) Manage the firm . This is harder than it sounds.

Technical Review 78

Technical Review Software Review Analytics Private Equity 78

David Teten

MARCH 18, 2021

Investment theses are just hypotheses; the portfolio shows how accurate the hypothesis was. However, we’d argue that for most smaller managers who are not brand names, it’s better to be highly identified in your niche than being a generalist. Most LPs we speak with agree. . 3) Geography-defined funds.

Technical Review 78

Technical Review Cofounder Venture Capital Deal Flow 78