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February 19, 2010

Deal Maker CRM for Deal Flow - Highrise

It's all about the network. The value of the network increases disproportionately to the size.

If you did a survey, you'd be surprized at how many high-touch professional services firms (PSFs) such as private equity, venture capital and investment banks actually track their deal flow. That's primarily because the deal team are too busy working on finding deals, post acquisition monitoring and growing their portfolio companies, to update a deal register or any crm software for that matter.

However, if there is a solution that will reduce the amount of time needed to enter the data points and access them - then you stand a chance of getting them to use the solution. As a deal maker, if I don't see immediate value for the time and effort spent, I'd certainly not waste any more precious time on it.

Another issue, is probably the lack of a formalized sales process to actually force someone to use the CRM package.

However, if you've ever had the chance to understand first-hand the importance of knowledge management - you'll definitely want to put in place a system where deal makers are encouraged to share information.

I found a solution that probably meets all the essentials - Highrise. I'm currently using this for tracking the deal flow in AVCION and highly recommend it. Not only have I been more efficient, but I'm really on top of things now. Wouldn't you like to be switched on always!

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Click here to download:
Deal_Maker_CRM_for_Deal_Flow_-.zip (137 KB)

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Filed under  //   avcion   banking   business   crm   deal flow   deal maker   highrise   private equity   system   venture capital  

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December 30, 2009

Global Private Equity Syndrome

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Top 10 ways to identify a private equity professional!

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Filed under  //   humour   private equity  

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December 30, 2009

7 Step Private Equity Process

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Ok, so you asked for it! Share this download with your friends, family and colleagues. Send it to everyone you know. Let others know its really simple.

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Filed under  //   beginner   introduction   novice   private equity   process   steps  

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July 29, 2009

Knowledge @ Wharton report on PE

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Navigating the Challenges Ahead. An interesting read… enjoy it!

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Filed under  //   2009   pdf   PE   private equity   report   wharton  

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February 3, 2009

Lessons of 2008

SHORTING.

Period. That's the best lesson I learnt in 2008. I'm an investor, not a trader. However, last year - I learnt one single important lesson: Be Your Own Hedge Fund (BYOHF). Being or working similar to how a hedge fund operates, means you will go both long and short, depending on the circumstances. Value investors I agree are good, however, last year was bad for them. Not everyone has enough money like Warren Buffet to survive it.

If you were smart, here were/are a few short plays you could've considered. (Hindsight is always cool!)
  • UltraShort Dow 30 ProShares (DXD), which moves at the rate of twice the inverse of the Dow Jones Industrial Average index
  • UltraShort S&P 500 ProShares (SDS), which moves at the rate of twice the inverse of the S&P 500 index
  • UltraShort Oil & Gas ProShares (DUG), which moves at the rate of twice the inverse of the Dow Jones U.S. Oil & Gas index
  • UltraShort QQQ ProShares (QID), which move at the rate of twice the inverse of the NASDAQ-100 index.

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Filed under  //   BYOHF   hedge funds   private equity   shorting  

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January 31, 2009

Differences Between Venture Capital, Private Equity And Hedge Funds

Let me say this upfront, we're all part of the same pool i.e. swimming pool. Just like we have different styles of swimming, we have different forms of 'alternative' investing. Venture Capital is more like the Backstroke, comfortable, not as fast as the others (long incubation times) and sometimes clueless (they look up at the sky ;o) Private Equity is like the Breaststroke (Frog/Butterfly), sure, supported, slow but steady on known facts (history of company) and Hedge Fund is like the Freestyle, make money somehow or the other, use whatever it takes, absolute returns, faster (trading, vs investing).

Jokes apart…

Since there are no legal or commonly accepted definitions, here are the Ultimate Differences between Venture Capital, Private Equity and Hedge Funds (ok, they're generalizations!):

PEVCHF Differences

Ok, this is not a perfect table of comparisons, mainly because we've seen each one step on the other's shoes. The lines between venture capital and private equity (and hedge funds) investments have been blurred by increased competition in the capital markets, which has forced each type of firm to expand their respective horizons in order to continue capturing new opportunities. But this is normal – at the end of the day, it's CAPITALISM!

P.S. If you'd like to add your thoughts on improving this comparison matrix, please send an email.

From the page Differences between Venture Capital, Private Equity and Hedge Funds - JPMARTIN

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Filed under  //   hedge funds   private equity   venture capital  

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January 21, 2009

The Year that was and GOLD

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This is a short summary of what has happened over the last few months from Hermitage Capital Management, and some recommendations – one which I definitely recommend – store up on GOLD.

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Filed under  //   funds   gold   private equity   reviews   wealth  

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January 11, 2009

Global Private Equity Syndrome


 
 

When I used to work for a consultancy firm, I came out with the TOP 10 identifiers for consultants. Today, as an investment banker (private equity professional to put it more precisely) - we have another TOP 10 identifiers:

  1. Prematurely grey hair
  2. Inability to remember city or country in which one is awakening
  3. Persistent daze / jet lag / hoarse throat
  4. Equating sleep on an airplane with real sleep
  5. Inabilities to remember (or be present at) birthdays, anniversaries, or school conferences
  6. Contact with new friends concerned about holding charitable dinners in your honour or naming school buildings for you
  7. Frequent musings about the fairness of pre-nuptial agreements
  8. Doubling of golf handicap every 6 months
  9. Ability to schedule annual physical only every five years
  10. Frequent spousal / child discussions about the value of sound estate planning

As always
Jose Paul Martin

PS> I reposted this one, because DealBreaker.com loved it so much… however, I believe credit goes to Abraaj Capital’s CEO.

 

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Filed under  //   humour   private equity   top 10  

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