Private equity processes are complex and involve multiple stages, from deal sourcing and due diligence to portfolio management and exit strategies.

To streamline these operations, many firms rely on templates to ensure consistency, efficiency, and accuracy throughout each phase. Templates for financial modeling, due diligence checklists, management reports, and client communication help standardize the approach, reduce errors, and improve collaboration across teams.

By utilizing these tools, private equity firms can focus on making informed decisions, optimizing portfolio performance, and driving value creation.

This article explores the key private equity processes and provides the essential templates that simplify and enhance them.

Real estate asset management is a complex field, requiring meticulous oversight of properties to maximize value and returns. 

To streamline these intricate processes, many firms leverage specialized templates that standardize key activities like property management, financial reporting, and tenant relations. These templates not only enhance operational efficiency but also ensure consistency and accuracy across the portfolio.

Whether you’re managing a single property or an extensive real estate portfolio, having the right templates in place can make a significant difference in performance and profitability. 

In this article, we’ll explore essential real estate asset management processes and the templates that simplify them. We’ll cover:

• Understanding real estate assets
• Types of real estate assets
• The role of a real estate asset manager
• Key processes in real estate asset management
• Real estate asset management processes for development
• Real estate asset management processes for onboarding
• Real estate asset management processes for private equity
• Real estate asset management processes for quality control
• Real estate asset management processes for sales
• Real estate asset management processes for property management

Investment banking processes are intricate, involving detailed steps from deal origination to execution. To navigate these complexities, bankers often use specialized templates that guide them through each phase, ensuring consistency and precision. 

These templates cover everything from financial modeling and valuation to client presentations and due diligence, making it easier to manage multiple tasks efficiently. For professionals looking to streamline their workflow and maintain accuracy, having access to well-designed templates is essential. 

This article explores the key investment banking processes and provides valuable templates that can enhance your effectiveness and help you deliver top-tier results in a competitive industry. We’ll cover:

• Key players in investment banking
• Types of investment banks
• Types of investment banking processes
• Investment banking M&A advisory processes
• Investment banking capital raising processes
• Investment banking research processes
• Investment banking strategic advisory processes
• Investment banking valuation service processes
• Other investment banking processes
• Give investment banking process templates a try

Colliers is a global commercial real estate company that helps its clients select corporate real estate, manage lease renewals, and handle portfolio strategies.

It’s a massive operation that requires an intense amount of organization and transparency to deliver the best services for its clients. One of the ways it accomplishes this is by using Process Street.

But how did Colliers come to use Process Street? And how has it helped transform its operations? We will answer those questions and more in this case study.

We’ll cover:

• The challenge
• The solution
• The results

If you want to learn more about how Process Street has helped Colliers, check out our video about it below:

Nick Sonnenberg is an entrepreneur, columnist, guest lecturer at Columbia University, and the Wall Street Journal’s bestselling author of Come Up for Air: How Teams Can Leverage Systems and Tools to Stop Drowning in Work. 

Nick is also the founder and CEO of Leverage, a leading operational efficiency consultancy that helps companies implement the CPR business efficiency framework.

It’s the culmination of Nick’s unique perspective on the value of time, efficiency, and automation, which stems partly from the eight years he spent working as a high-efficiency trader on Wall Street.

In this episode of The Employee Onboarding Podcast from Process Street, Nick discusses:

• How operational efficiency saved Leverage from bankruptcy
• The key to successful onboarding
• Creating a “wow” moment for new hires
• Come Up for Air

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

Today, we’re going to take a look at Improvizations, a workforce consulting firm that works with a huge variety of organizations to improve and automate their business processes. 

As part of our Solutions Partner program, CEO and founder of Improvizations Bryan deSilva engages his clients and gets them as excited as he is about continuous improvement. 

Together, we’ll dive into how Bryan and his team accomplishes this with Process Street, along with a bit about his own life and what gets him so excited about workflows. 

• What Improvizations specializes in
• What Bryan loves most about being a Solutions Partner
• The best part of Bryan’s job
• What Bryan does when he’s not building workflows

Leverage is an operations consulting firm that helps teams optimize their processes by introducing them to top workflow management tools. One of these tools is Process Street, which Leverage uses for its own daily recurring tasks.

The company’s CEO and founder, Nick Sonnenberg, even features Process Street in his book Come Up for Air: How Teams Can Leverage Systems and Tools to Stop Drowning in Work. He also made an entire YouTube video talking about Process Street’s benefits.

But why is Nick such a strong advocate of Process Street? What has the software done to help him and his team at Leverage? In this article, we will answer these questions by looking at:

• The challenge
• The solution 
• The result 

Luna Park is an online platform that connects remote teams with social games, icebreakers, and trivia that can be as short as five minutes or as long as 90.

Since the pandemic, it’s pretty clear that remote work is here to stay, and that’s something Luna Park’s COO and co-founder Arlen Marmel saw early on. Thus, he was motivated to start the company in January 2021 with Ben Anderson.

Having worked as the Head of Marketing and Distribution for Crunchyroll as well as the Director of Customer Acquisition & Retention at Hulu, Arlen is familiar with what it takes to bring people on board and retain them, whether that’s employees or customers. He’s a master at keeping people engaged.

In this episode of the Employee Onboarding Podcast from Process Street, Arlen discusses:

• Growing a remote business during the pandemic
• Scaling a remote international team
• Bringing play into work and onboarding

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

Laura Florin is an expert and accomplished people leader with more than 20 years of experience in leveraging people and resources to build strong teams at every level (not to mention being very familiar with the stay interview process).

Now working for Videri, a maker of energy-efficient digital displays, Laura uses her expertise in people and compliance to manage four different onboardings in two countries. 

Laura understands what it takes to not only make new hires feel welcome but also make them feel like they want to stay for a long time. We were lucky enough to sit down with her and pick her brain on all the employee onboarding best practices.

In this episode of The Employee Onboarding Podcast from Process Street, Laura discusses:

• Onboarding evolution
• Stay interviews
• Making HR less scary

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

LeafSpring Schools are experts in early childhood education and childcare with locations in four US states, including Virginia, North Carolina, Texas, and Indiana.

Working with children during some of their most crucial learning years, it’s important that all staff members are onboarded well. That’s why the Preschool Director, Jenna Ward, takes it very seriously.

Having worked with LeafSpring Schools for over a decade with experience as a chief program officer for another educational company in China, Jenna is well aware of the lengths administrators should go to in order for new hires of any culture to feel welcome and get them started on the right foot. 

In this episode of the Employee Onboarding Podcast from Process Street, Jenna discusses:

• Personalized onboarding
• Intentionality in designing the onboarding process
• The little things that make employee onboarding better

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!