The Private Equity Podcast

Tim Flannery on the mistakes you are making with LP relations, improving your fundraising, how PE&VC firms are using AI, raising a series A

September 26, 2023 Alex Rawlings
The Private Equity Podcast
Tim Flannery on the mistakes you are making with LP relations, improving your fundraising, how PE&VC firms are using AI, raising a series A
Show Notes

Introducing Tim Flannery

Tim Flannery is the Co-founder & CEO of Passthrough, a company focused on automating the subscription process for private funds. They make it easy to distribute subscription agreements to investors and have them executed electronically. The result is less time spent going back and forth, better compliance, and structured investor data.

What You Will Learn:

Investing in Your Firm's Brand For Long-Term Success

AI Use in Private Equity

How to Communicate Effectively with Your Investors

Breakdown:

[00:00] Introduction

[01:46] The Mistakes PE Firms Make with Their Portfolio Companies

[05:48] Fund Strategies and Proactive Communication

[06:45] The Benefits of Investing in Your Firm's Brand

[08:40] What Investors Really Want

[12:54] Straightforward Ways to Improve Brand Strategy

[15:18] Understanding the Fundraising Market

[17:07] Advice on Raising Funds

[21:22] Lessons From Succesful Fundraising

[22:56] What Tim Likes and Dislikes About Private Equity

[25:30] How Firms Are Using AI to Raise Capital

[25:30] What Tim Watches, Reads, and Listens To 

[25:53] Parting Thoughts


Why You Need to Invest In Your Firm's Brand

There is nothing quite as important as your brand when it comes to Private Equity investing. We live in a time when people will talk about you. Their investment decisions will be influenced by what they read about you on the internet and what other investors say about you. According to Tim, investing in your firm's brand is the key to achieving long-term PE success. A strong brand establishes credibility, fosters customer loyalty, and differentiates you from competitors. It's the first impression you make and the lasting memory you leave. In today's crowded market, a distinct brand is a powerful asset for driving profitable growth. By investing in your brand, you're investing in the foundation of your business's identity and ensuring a solid place in the market.

How to Contact Tim Flannery

Tim on LinkedIn

Passthrough.com

Tim's Email: Tim@Passthrough.com

Thank you for tuning in!

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Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.