How can Private Equity firms differentiate themselves in an increasingly competitive market? To explore the process by which fund managers and institutional investors can achieve differentiation on their “path to the top,” I interviewed Jill Montera, VP of Customer Success at Altvia.
Data is becoming king, next to cash – and in the world of Private Equity, capturing data can be challenging and extremely time-consuming. This data is oftentimes transferred via email and becomes limited due to the lack of systems integration to capture and consolidate. The limitation not only affects data integrity at the system level, but also the housing of institutional knowledge within a Private Equity firm. If a member of the firm leaves, the accrued knowledge leaves as well. This can become a major challenge in times of resource constraints for both fund managers and institutional investors – as well as in times of accelerated growth.
In a recent article by Nicole Miskelly of Private Funds Management entitled, PE firms should get savvier with data, Altvia’s CEO, Kevin Kelly, was interviewed for a perspective on the “big data” trend and in particular how Private Equity firms are using data to help make the business and fundraising process more efficient. “Forward-looking firms are the ones that realize that there is a lot of data in their operations; they just need to do a better job of capturing it,” comments Kevin.
Altvia’s CEO, Kevin Kelly, was recently interviewed by Tom Stabile of FundFire for the article, Blackstone Preps for Booming Retail Asset Growth. The article explores the rise in Blackstone Group’s major retail channel sales and how the rise of retail assets over a long-term build out may have the potential to grow to levels equaling institutional levels. However, this concept of retail assets equaling institutional levels wouldn’t necessarily apply across the entire private equity market, but rather mostly at the largest firms that have the ability to build products in multiple asset classes.
The UK’s Private Equity Wire recently featured Altvia launches Altvia Correspond Market Edition. The article spotlights how Market Edition is fully integrated with AIM, the CRM solution for Private Equity on the Salesforce platform, and through this integration PE firms can easily pull reports for mailing lists and send personalized emails of up to 50,000 contacts per mailing without ever leaving AIM.
What can the new private equity mass email tool from Altvia do for you? To start, Altvia Correspond Market Edition provides full integration with AIM, the CRM solution for private equity on the Salesforce platform, so that you can easily manage your mass communications for prospecting, deal announcements, fundraising, roadshows and more.