How to Build a Good Deal Flow Management Process
FollowFollow Hunter Walker, a partner at Homebrew Venture Capital (VC) is often quoted saying “you lose 100% of the deals you don’t see”. As a venture capitalist, if your deal flow process is poorly managed, you’re likely missing out on a lot of suitable investment...
How to Get Better Control of Your Asset Management
FollowFollow As the Covid-19 crisis continues, maintaining operational control and oversight has become more critical than ever for asset management firms. With staff spread over multiple locations or working remotely, there must be a heightened sensitivity to...
How to Improve Your Online Consultancy Business
FollowFollow Consultant businesses providing quality, consistent advice and services need workflow management tools to support their business models. Modern workflow platforms have the versatility to provide a broad framework that can be tailored to specific business...
Maintain Regular Workflows When Working Remotely
FollowFollow As we continue to adjust to self-isolating and reduced in-person work environments, many firms are exploring new ways of maintaining regular workflows while working remotely. Financial organizations, in particular, do not have the ability to simply close...
Finance Firms Need to Skip Spreadsheets
FollowFollow ItΓÇÖs no secret that asset management firms use spreadsheets and email as tracking tools. Up to 75% of businesses use Excel for operations management and a surprising 70% use email for managing, archiving, and processing critical digital data. Most large...