Private equity firms adopt CRM platforms to formalize relationship intelligence, impose discipline on deal execution, and maintain visibility across long investment cycles. The modern private equity ...

Diamond Hill Capital, an investment management company, released its “Select Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Markets continued their YTD rally in ...

Salesforce (CRM) is set to report its second-quarter earnings on August 28. The company’s shares recently suffered a major decline following its first-quarter results, which impacted investor ...

Powered by JunieAI, the AI CRM automates investor relations workflows to help IR teams raise more capital and strengthen LP relationships While the private markets have grown rapidly, fundraising ...

Salesforce (CRM) – a platform for customer relationship management that provides connected experiences globally – has entered an 8-day decline, accumulating losses of -17% throughout this timeframe.

Juniper Square has announced the launch of its AI CRM for Investor Relations – the CRM is built for private markets funding. The AI CRM for Investor Relations uses JunieAI to automate manual tasks, ...

Carta, the world’s first fully interconnected system for private capital, today announced it has acquired ListAlpha, the AI-powered CRM and relationship intelligence platform. The acquisition marks ...

NEW YORK, Dec. 4, 2024 /PRNewswire/ -- ION Analytics, a global provider of personalized, predictive data and market intelligence to advisers, banks, investors, law firms, and corporates, announces ...