How Portfolio Companies Can Use Trade Credit to Insure Accounts Receivable

Portfolio company CFOs can recall the fear and uncertainty they experienced when the recession hit.  Unprecedented market dynamics caused new concerns to emerge as they determined how the financial downturn would affect their company. Some of their concerns included whether their banking partners were on solid footing: Would they change their lending practices? Could they […]

4 Tips When Selecting Your Broker

How do you know if your broker knows what they’re doing?    How do you know what you don’t even know? I know, last week I promised you I’d walk you through my thoughts on how to know if your broker knows what they’re doing and now, I return, only to propose a different question, but […]

How to Choose an Insurance Broker

I recently attended the First Republic NextGen Conference in Monterey and spoke to the group about managing the insurance purchasing process. The conference was made up of the next generation of venture capital and private equity finance professionals who may often be involved in the insurance and benefits purchasing decisions for their firm but aren’t […]