Understanding Private Equity Post-Investment Management

How do you manage your portfolio post-investment, monitor effectively, and add value to your portfolio?

Keys:

1. Use a collaborative and connected tool that automatically works in the background to collect data and make your post-investment management effective and efficient.
2. Use a service that makes sure you never lose deal docs, pitch decks, or legalese. Bonus if it’s integrated with your other post-investment tools.
3. Use data collection services that track startup KPIs automatically so you don’t have to request updates all the time.
4. Execute timely actions and be a value-add investor. It’s best to receive regular updates on your portfolio and in platforms that you use the most, like email.

Photo by fabio on Unsplash

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