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

At Avion Wealth, precision in operations and exceptional client experience are key to their service delivery. 

The company’s CEO, a former commercial airline pilot and military professional, established a culture of rigorous operational focus. 

However, before adopting Process Street, these well-documented processes were managed mostly on paper, leading to inefficiencies and challenges in task management.

Alana Wells, Chief Operating Officer joined the company in April 2024.

In this case study, we’re going to cover:

• Challenges faced by Avion Wealth & How Process Street assisted
• How Process Street transformed Avion Wealth’s operations
• Benefits gained by implementing Process Street
• Key uses of Process Street at Avion Wealth
• Results: How Process Street empowered Avion Wealth

Professional Fulfilment Services (Pro FS)  is a smart, fulfilment business based in the UK, helping SMEs fulfil their orders and scale their businesses around the globe. 

When Carinda Hindry first joined the company as Head of Admin, she was faced with files full of paper records, documenting historic and ongoing HR details for the company’s ~50 employees. The paper-oriented system was cumbersome, inefficient, and a major roadblock to effective administration, particularly in an industry characterised by high staff turnover and the need for rapid flexibility and scalability of its workforce

In this case study, we’re breaking down how Pro FS used Process Street to reduce on-site training time by 50%. 

• Looking at Professional Fulfilment Services (Pro FS)
• Pro FS uses Process Street for:
• Benefits gained by implementing Process Street
• Challenges faced by Pro FS (& how Process Street assisted)
• Results: How Process Street empowered Pro FS’s efficient onboarding and training

Golchin Consulting Services has revolutionized manufacturing operations through automation. Principal Consultant Rashid Golchin shares how they transformed a CNC machine shop’s chaotic manual document handling into an efficient, automated process with Process Street.

Rashid began using Process Street over six years ago while working as an Operations Manager at a manufacturing facility in British Columbia.

The CNC machine shop, specializing in industrial gears, was burdened with inefficiencies that disrupted daily operations.

In this case study, we’re going to cover:

• Why Golchin Consulting Services implemented Process Street
• Challenges faced by Golchin Consulting Services
• How Process Street addressed these challenges
• Benefits of implementing Process Street
• Key uses of Process Street at Golchin Consulting Services
• Results: The impact of Process Street on operations

Efficient project management is crucial for productivity in all workplaces, regardless of the industry, but juggling multiple tasks and deadlines can be overwhelming without the right tools.

That’s why Process Street has introduced the new Tasks feature. 

We’ve centralized task management, added flexibility for unexpected tasks, and enhanced compliance and scheduling. 

These improvements make the system more intuitive and user-friendly, incorporating your feedback for better task management and productivity.

So, if you’re ready to streamline your workflow and boost productivity, read on to learn more:

• Solve common project management issues with the tasks feature
• Learn more about Tasks

Managing tasks and team responsibilities can be overwhelming, especially with multiple projects and deadlines. 

Traditional systems often lack the flexibility and visibility needed to stay organized and productive, leading to missed deadlines and overlooked tasks.

That’s why, our ‘My Work’ feature, previously known as ‘Inbox,’ has been significantly revamped! 

We’ve renamed this tab, moved comments to the main navigation for easier access, and combined the Inbox and Upcoming views into a streamlined interface. 

These changes make the system more adaptive and personalized, incorporating user feedback for better task management and productivity.

Ready to re-think project management? Then read on to find out more:

• Overcoming the challenge of project management
• Experience the difference with ‘My Work’!
• Learn more about our new ‘My Work’ feature

We’ll be joined by Erin ImHof, Human Resources Director at CertiK. She’s an HR expert with 17 years of experience across industries like technology, education, and manufacturing. 

Erin will share her insights on how to create a welcoming and efficient onboarding experience, especially in remote work environments.

Whether you’re part of a small startup or a large organization, this episode is packed with practical advice to help you improve your onboarding process and set your new hires up for success. 

Here’s what we’re going to cover in this episode:

• Meet our guest: Erin ImHof
• The importance of effective onboarding
• Challenges of onboarding in remote teams
• Proven strategies for successful onboarding
• Continuous improvement in the onboarding process
• Creating a Warm Welcome

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

Acuity stands out by providing top-tier services for eCommerce businesses. 

To maintain their edge, they needed a robust solution that could streamline complex processes, standardize operations, and support rapid scaling. 

This vision became a reality with Process Street.

Patti Scharf, Acuity’s Chief Process Officer, first started using Process Street with her company Catching Clouds, a smaller team of 30 people who later merged with Acuity.

A key selling point was Process Street’s integration with Zapier.

In this case study, we’re going to cover:

• Benefits gained by implementing Process Street
• Challenges faced by Acuity & how Process Street assisted
• Results: How Process Street transformed Acuity’s operations

Continue Reading