Hey All,
Moving to PE as a Director after 12 years in banking. Great opportunity to be 3rd partner in a billion dollar debt fund doing $20M - $200M uni-traunche debt rounds. A lot of my focus will be on managing deal flow pipeline, deal flow sources, mechanics of keeping deals moving through investment process, etc.
The other two principals are more operators than finance guys. Can anyone help lay out how you organize deal sources, manage and organize incoming deals, etc. A lot of those deal sources are my relationships. Not so much monitoring afterwards, but really the front end of getting to a closed transaction.
Excel docs, software, best practices, sharing / reporting with other partners, anything would be awesome.
Thanks!