Succession Planning Is Critical for Private Equity Firms
Succession Planning for Private Equity Firms is Essential to Long-Term Financial Success Succession planning is important for any type of business that would like to see the legacy continue after the founding members are gone.…
A tech stack through the lens of private capital markets (PCM)
A traditional crm was built for general ‘customer’ scenarios Software platforms have made the world a better place by making work a better place. Indeed the world is better off when people enjoy their jobs…
Automate investor relations with a private equity platform
With the COVID-19 pandemic creating physical distance between investors and fund managers, frequent communication is even more paramount. Firms historically struggle to create a consistent and clear flow of information with their LPs, causing…
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Here’s How to Migrate Data to Content In Salesforce
Our fund management software experts compiled their knowledge of AIM and Salesforce into an easy-to-understand conversion document.
- April 1, 2021

Fund Management Software: Managing Documents in the Cloud
In today's technology-driven world, keeping up with the changing trends is essential, and the cloud is a great way to do so.
- March 31, 2021

A Tech Stack through the lens of Private Capital Markets (PCM)
We’ve found the firm lifecycle is the best framework for answering the question: How is modern technology infrastructure unique in PCM?
- March 18, 2021

Fund Manager Software: Warning Signs Of Lagging Adoption
If you’re seeing significant or steady declines in the amount of times people are logging in, it’s time to start digging into why that is the case.
- March 9, 2021

The 2021 Fundraising Checklist for Investor Relations
We’ve created this checklist to help you to gain exposure and finalize more deals in our digital-only world. Use the list to organize and drive momentum in 2021.
- February 22, 2021

How Much Fund Management Software Do You Need?
Altvia understands this evolution and has developed an engagement platform for GP-LP relationships to be successful through all stages of a firm's lifecycle: inception, growth, expansion and ultimately exit.
- February 16, 2021

Deal Flow and Deal Management Technology
Perhaps more so than in any other industry, decision making is critical to success in private equity and venture capital.
- March 24, 2021

The Key to Maintaining Strong Investor Relationships Virtually
Private equity firms today are continuing to adapt to lasting changes in the industry brought on by the pandemic and to zero in on how they must conduct business going forward in order to be successful.
- February 9, 2021

Adopt Technology to Power Deal Flow Management
How private equity firms can fully adopt technology and the use data to power deal management and inform your fundraising activities.
- February 2, 2021

Automate Investor Relations With a Private Equity Platform
With the COVID-19 pandemic creating physical distance between investors and fund managers, frequent communication is even more paramount.
- March 26, 2021

How to Target the Right Investors with Fundraising Software
The winners that emerged are the firms that embraced fundraising software and data-driven deal-making, but with a strategic approach.
- March 19, 2021

Energy, Inspiration and Growth – Women’s History Month
The idea of energy, inspiration, abundance and growth is even more apparent for me as we celebrate March as Women’s History Month.
- March 16, 2021

Insights into Pitchbook’s 2020 Annual Private Fund Strategies Report
Altvia SVP, Industry Solutions & Strategy, Jeff Williams Shares Insights in Pitchbook’s 2020 Annual Private Fund Strategies Report.
- March 8, 2021

Altvia SVP Jeff Williams Guest Authors Openview Labs Article On IPO Trends
SVP of Industry Solutions & Strategy, Jeff Williams recently authored a new article on Openview Labs: “Why Are We Seeing Fewer Venture Capital-Backed IPOs?”
- January 29, 2021
Preferred Return
The PE & VC techstack podcast.
This is a podcast about the role of technology in private equity and venture capital. Our hope is to bring together the best and brightest across the industry and have them share best practices, trends they’re seeing, and how firms use technology to gain an edge in the market.
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