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CASE STUDY: CLEARVISION EQUITY INCREASES EFFICIENCY WITH PRIVATE CAPITAL PLATFORM
In 2017, ClearVision Equity launched its first investment. In a few short years, the firm has completed over 25 investments across a variety of Southern California industries. ClearVision is a small, experienced team with a high success rate and currently manages...
Leverage the Power of Analytics to Help Your Firm Stand Out
What do investors want from your firm? The answer to that question has two parts. First, they want detailed information on your track record. Without it, they can’t make an informed assessment of your firm or an informed decision about whether to invest. However, they...
We will be a tortoise
Starting in 2020, Juneteenth is an official company holiday for Altvia. I am inspired by companies that have made similar policies in recent days and am hopeful that those within and outside the Private Capital Markets will take a similarly bold step to be a catalyst...
How to be Proactive and Predictive in Private Capital
In order to be successful in today’s competitive economic environment, fund managers have to be able to differentiate themselves from the competition. If you are looking to help your organization stand out from the crowd, effective communication, relationship...
Communication Tools to Build Relationships During a Capital Raise
Being effective when executing a capital raise is essential. What’s the key to obtaining funds? Relationships. The availability of capital has been high. However, in order to get the right investors, you have to build strong relationships. Building and maintaining...
Free Guide | How Successful Firms Focus on an Excellent Limited Partner Experience
Creating an Excellent LP Experience — a Guide to Improving Investor Relationships For firms to differentiate, they must create an outstanding experience for their investors. The firms who are proactive and predictive are the most successful in attracting and building...
AIM Fund Management Software and Summer Trips
Now that summer is upon us, here are some ways you can use your AIM private capital platform to make your summer trip more enjoyable. Unfortunately, AIM won’t apply sunscreen for you and it won’t tell you how to avoid lines at Disneyland. But if you’re the type who...