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…

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.

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.

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?

Leading For Success: Finding Answers In Your Private Equity Data, Part I

To explore current trends around data and information solutions in the private equity marketplace, we interviewed Altvia SVP, Industry Solutions & Strategy, Jeff Williams.

Ways To Ensure Your Software Implementation Is A Success

You’ve decided on a fund management software provider, put months of research into it, and you’ve got the software implemented.

Good Customer Support- Skilled, Helpful, And Available

One of the central tenets to good customer support is giving people the means to the answers they need, through the channels they want. In other words, being available.

Which Private Equity Benchmarks Should Your Firm Adopt?

Private Equity Fund Management System: What Your Firm Needs to Know

Which Private Equity Software Implementation is Right for You?

Mistakes to Avoid When Implementing Fund Management Software

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.

Follow Us

Join the conversation. Follow us. Like us.

Join our newslatter

Sign up for our monthly newsletter.