A CRM for private banking has to do more than store contacts. Relationship managers need a system that can model households and related entities (family members, trusts, holding companies), protect sensitive client information with the right permissions, and support high-touch service workflows, without turning into a “data entry tax” that nobody uses. This guide compares…
NAV in Private Equity Funds: How It’s Calculated and the Close Calendar
3 Best CRM Solutions for Investment Managers and Asset Managers
Choosing the right investment management CRM isn’t about picking the flashiest “sales” tool. Asset managers need a system that supports complex relationship hierarchies (firms, consultants, intermediaries, stakeholders), tracks distribution and servicing activity, and keeps teams aligned on the pipeline without breaking compliance or creating data chaos. Below are three CRM solutions worth shortlisting in 2026,…
NAV Practical Expedient Under ASC 820
The NAV practical expedient is a US GAAP shortcut in ASC 820 that lets you estimate the fair value of certain fund investments using the investee’s reported net asset value per share (or an equivalent NAV-based measure), instead of building a separate valuation from scratch. In practice, it is most relevant when your reporting entity…
3 Best CRM Software for Investment Banking Teams
A strong investment banking CRM software stack helps bankers keep coverage clean (who knows whom, who owns the relationship, what’s the next touch), while giving leadership real visibility into pipeline, mandates, and activity without turning CRM into “another admin chore.” Below are the three best CRM options for investment banking teams to shortlist, plus a…
GAV vs NAV in Private Funds: Definitions, Bridge, and Reporting Use
Gross asset value (GAV) and net asset value (NAV) are two related ways to describe the value of a private fund at a point in time. In plain terms, GAV focuses on the fund’s assets, while NAV reflects what is left for investors after liabilities and fund-level obligations are considered. If you work in fund…
3 Best CRM Solutions for Venture Capital (VC) Firms
Venture capital is relationship-first. You’re tracking founders, co-investors, advisors, LPs, and portfolio operators, not “leads” moving through a typical sales funnel. The best venture capital CRM software helps your team capture relationship history automatically, model complex networks, and turn messy deal flow into a clean, shared pipeline. Below are three CRM options that consistently fit…
NAV Oversight: Controls, Review Workflow, and Common Breakpoints
NAV oversight is the governance and control layer that sits on top of the NAV close. Its job is to ensure the net asset value you release is complete, accurate, consistent with fund terms and valuation policy, and well-supported enough to withstand audit review and investor questions. This article breaks NAV oversight into three practical…
Family Office Recruitment: How to Hire the Right Team and Build for Scale
Family office recruitment is the process of sourcing, assessing, hiring, and retaining professionals who can operate in a uniquely high-trust environment, often with ambiguous role boundaries, high confidentiality requirements, and a low tolerance for error. Unlike corporate hiring, the “right” candidate is rarely defined by skills alone; it’s a blend of technical competence, discretion, judgment,…
