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New Guide | The Four Stages of the Investor Experience

PartnerConnect West is coming up next week, and we’re excited to be sponsoring the event this year. Now in its 11th year, this key industry event is expected to bring more than 300 LPs, GPs and service providers together to discuss what’s trending – and what’s working – in today’s marketplace. In addition, our CEO & Founder, Kevin Kelly, will be a panelist for the October 3rd, 4:30 PM session “LP Reporting: What is the Gold Standard and What are the Roadblocks in Achieving this Standard?”

Why Are Companies Staying Private Longer?

Whether it’s a relatively new company like Facebook or one that’s been around since the ‘50s like McDonald’s, going public has historically been the end goal for most businesses. Today, while the number of initial public offerings (IPOs) continues to rise steadily, the data shows…

Which Private Equity Benchmarks Should Your Firm Adopt?

Compared to measuring public market investments, benchmarks for private equity funds are a whole a different ball of wax. As a relatively new asset class with irregular cash flows, private equity requires a different way of thinking than other asset classes.

Service Secrets that Lead to Repeat Investments

Service — this is where best-in-class firms truly differentiate themselves from the competition. Instead of creating a more tactical management style, these savvy firms strategically position themselves to become less about “doing things right” and more about choosing the “right things to do” for their investors.

How to Keep Your Investors Coming Back for More

Once you’ve raised the money for the fund, you may feel that the hard work is over. But even though you’ve secured and committed the business, you’re still only halfway to a successful investor relationship. The truth is that the real work is just beginning. The worst thing a firm can do is behave like their job is done once they’ve closed an investor.

Altvia & Salesforce: Key Takeaways From Dreamforce 2018

Dreamforce–Salesforce’s annual user conference–offers the rare opportunity to rub shoulders with 170,000 other Salesforce users in a downtown San Francisco five-block radius, an annual setting for the CRM giant to trumpet another year of innovation and growth to key groups of analysts, and a showcase of features, products, and ideas from all corners of the Salesforce ecosystem. For those of us attending from Altvia, Dreamforce provided time and space to reflect on the platform’s direction and to brainstorm about new ways to continue weaving Salesforce into the core of Altvia Care and our product suite.

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