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Webinar: Investment Banking Deal Making in 2021. Join us on July 22nd with our guest, Michael Lamm, Managing Partner at Corporate Advisory Solutions. Register now

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5 ways to prioritize CRM data security in venture capital
CRM

5 ways to prioritize CRM data security in venture capital

Modern data security measures are required for VC firms. Here are 5 ways to prioritize data security for both your team and your collaborators.

Venture Capital
& Private Equity

Categories
The ultimate buyers guide to CRM for venture capital
CRM

The ultimate buyers guide to CRM for venture capital

Customer Relationship Management isn't just a kind of software, it's a full strategy. Take a look at our guide to everything you need from a VC CRM.
3 tips for prioritizing diversity as part of your investment strategy
Portfolio Management

3 tips for prioritizing diversity as part of your investment strategy

More diverse VC firms invest in more diverse (and more successful) companies. Learn how you can grow your firm by bringing new voices to the table.
3 common misconceptions about venture capital CRM software
CRM

3 common misconceptions about venture capital CRM software

The right CRM will elevate—not uproot—your deal and network management processes. Take a look at these VC CRM misconceptions and how to overcome them.
How to use data analytics to improve sourcing and stay competitive
Deal Flow

How to use data analytics to improve sourcing and stay competitive

Learn how to identify the most valuable sources of your most impactful deals with Affinity Analytics so you can stay ahead of the growing VC crowd.

Investment
Banking

Categories
How CAS used technology to shift to a virtual deal environment
Pipeline management

How CAS used technology to shift to a virtual deal environment

Managing Partner at Corporate Advisory Solutions (CAS) Michael Lamm discusses how CAS Affinity to adapt to market changes and propel their deal processes.
Why SPACs Are Heating Up

Why SPACs Are Heating Up

The history of venture capital is punctuated by examples of various investment vehicles reinventing themselves over time. One recent example of a reinvention is special purpose acquisition companies or SPACs. Here's why SPACs are turning heads.
7 Must-Read Books for Investment Bankers To Better Understand Their Clients
Relationship Management

7 Must-Read Books for Investment Bankers To Better Understand Their Clients

Here are seven must-read books for investment bankers who are intent on better understanding their clients, and also instilling trust in them. As Lemony Snicket once said, “Never trust anyone who has not brought a book with them.” 
How Investment Bankers Can Thrive Even Without In-Person Meetings
Relationship Intelligence

How Investment Bankers Can Thrive Even Without In-Person Meetings

Amid a lot of uncertainty, investment bankers need to learn to adapt to a world without in-person meetings. Here are three ways they can thrive even without in-person meetings.