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Asset Managers and How They Power Their Businesses with Salesforce CRM

For our research project on VC/private equity deal origination, Renny Monaghan of Salesforce pointed me to a 2008 Dreamforce panel on Asset Managers and How They Power Their Businesses with Salesforce CRM. The video and Powerpoint are downloadable here. My notes follow. I think [...continue reading]

Squeezing Blood from a Stone: How to Elicit Maximum Information in Minimum Time from Management and Industry Sources

I enjoyed presenting yesterday at the Association for Corporate Growth Due Diligence Symposium on "Squeezing Blood from a Stone: How to Elicit Maximum Information in Minimum Time from Management and Industry Sources". I've posted an edited version of my slides below. As always, I welcome feedback. [...continue reading]

Social Media, Investor Relations, and Expert Networks

Brian Solis has a lengthy post at Techcrunch on Social Media and Investor Relations. There's a lot of material there, but I think he omits the area in social media through which the most market-moving information is flowing: expert networks. [...continue reading]