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

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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…

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Theron McCollough

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