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What are the various post-investment services for private equity investors?

Here are 5 keys to choosing the right investment software for you.

Theron McCollough
4 min readAug 26, 2021

Choose a service that:

  1. Automates current events and news about your portfolio companies & potential investments.
  2. Works with your budget. Emerging managers don’t have a lot of cash to spend, so make sure the value outweighs the cost.
  3. You can imagine logging into daily. Onboarding time and user experience are important considerations.
  4. Provides actionable insights for you as a private equity investor so you can make better, faster, and more informed decisions.
  5. Integrates with your tool stack. Eliminate manual processes and make sure all of your information is in one place when needed.

There are a handful of tools and services out there that want to help private equity investors manage their portfolio post-investment— but how do you choose the right one?

Crunchbase is a useful record of startup funding but due to it’s self-policing nature can be slow with updates and could be incorrect.

These services give you data about your portfolio companies. However, they don’t layer your investment…

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Theron McCollough
Theron McCollough

Written by Theron McCollough

Managing Director at Citizens Private Bank | VC/Tech; past Managing Director with First Republic,@SVB_Financial. founder, investor, limited partner, and banker

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