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…

01

Technology

private equity fund

The 5 Phases in the Lifecycle of a Private Equity Fund

Today, firms use interesting technologies to improve and quantify their processes but when compared to the vastly more impressive capabilities of modern data science techniques, Excel and Outlook just aren’t cutting it.
investor relations

5 Reasons to Reconsider Salesforce for Your Fund Management Software

Many firms end up reaching out to us after having tried using Salesforce out-of-the-box and find that it doesn’t work for fund management.
private equity tech stack

Four Steps to Digital Transformation in Private Equity

The private equity industry faces significant changes in the decade ahead as digital transformation becomes a requirement. In this post, we will explore the four steps to digital transformation in private equity.
02

Fundraise

How Can I Target Investors with Private Equity Fundraising Software?

When it comes to private equity fundraising software, potential clients often start the conversation by inquiring, “How can I better target investors for my private equity fundraising?”

Increasing Transparency for Private Equity Fund Administration

According to a recent study by SEI News, after several years of underwhelming performance and lack of liquidity, many private equity fund managers are trying to increase transparency to attract and retain skeptical investors.

10 Reasons Excel for Your Fund Management System Doesn’t Work

When first getting to know our private equity clients, we discuss what methods they are currently using, and often the answer is Excel.
03

Deal Flow

deal management

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.
deal flow management

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.
deal pipeline

Scale Your Deal Pipeline with Private Equity Technology and Data

As more business development and deal teams go virtual for private equity, there are tools to help fuel the deal pipeline for growth
04

Investor Relations​

investor relations

Free Guide | How Successful Firms Focus on an Excellent LP Experience

It’s increasingly difficult for General Partners (GPs) to differentiate themselves. The appetite for risky deals is lower than previous periods so fund returns converge to similar levels more often.
investor relations

4 Steps To Differentiate In Private Capital Markets

With many new firms popping up virtually overnight, differentiation in the private capital markets has become a critical success factor to stand out for the firm’s growth.
direction

So, you use DropBox as your Secure Data Room or LP Portal?

Myths and facts about virtual data rooms and the security your firm needs when sharing documents through an LP Portal. Is Dropbox enough?
05

News

news

Technology, Security, & Intelligence Influence in Private Equity

Altvia’s SVP, Industry Solutions & Strategy, Jeff Williams led a panel on Technology, Security, & Intelligence Influence in Private Equity at the 9th annual Private Equity US Spring Forum hosted by Markets Group.
national pet day

National Pet Day 2021- Altvia

For National Pet Day we wanted to highlight some of Altvia’s furry friends. They help us get our work done and stay motivated.
women's history month

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.
06

Preferred Return Podcast

sneaking up on you

Sneaking Up On You: Preferred Return Podcast Transcript

waiting on the world to change

Waiting on the World to Change: Preferred Return Podcast Transcript

Applications of AI: Preferred Return Podcast Transcript

Preferred Return Podcast

The Private Equity 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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