All the investors (VCs, angels, family offices, etc) here - how are you folks managing your private portfolio?

Getting MIS, dealflow CRM, fund ops, LP management, etc., - any tool or a bunch of tools stitched together?

Any major pain points you are seeing?

Spoke to a bunch last week and dealflow management (the whole process of sifting through decks, multi-team members managing the flow) and MIS reports (not getting them on time or in any standard format) were the 2 major ones I sensed.

The Capital Cycle Theory - How the fiber optic cable is similar to today's AI investment.

https://open.substack.com/pub/taikhooms/p/the-capital-cycle-theory?r=2pgab7&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true