From Excel to excellence: Transform deal sourcing with relationship intelligence

Relationship-driven deal sourcing is the foundation for building a portfolio of successful companies. Consistent, high-quality deal sourcing depends on relationships, but building and nurturing a network that can bring in a steady stream of opportunities takes time and energy.

You can’t focus on relationship nurture if you have to rely on your colleagues’ memories or static Excel spreadsheets to track the details of your firm’s interactions.

Join us in conversation with Jonah Surkes, Private Equity Investor at Generation IM, to learn:

• Actionable ways that Venture Capital and Private Equity funds can source more deals from their network
• Strategies for managing risk in investments
• How to use Affinity to review progress with analytics