Guides

Our guides are designed to help you and your firm stay up to date with the latest market insights, and actionable steps to evolve.

Free Guide | The PEriodic Table of Technology

The traditional CRM is built for “customer” scenarios and provides a generic solution that many industries can use.

Free Guide | Buyer’s Guide 2.0: Establishing & Evolving a Tech Stack in Private Capital

Talk of digitization and digital transformation are hot topics for all industries, but especially for Private Equity and Venture Capital in the current climate. Why?

Free Guide | The Buyer’s Guide to Technology

Today’s software not only brings the kind of efficiency both firms and Limited Partners expect, but it also differentiates you from the competition.

Free Guide | Data & Tech Guide for Private Equity Firms

In the E&Y Private Equity survey, respondents reported spending more time on technology as their second highest focus behind analytics, which arguably could also fall under the technology umbrella.

Free Guide | How To Create 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.

Free Guide | How-To Win Deals in a Hyper-Competitive Market

We’re in the midst of a big shift. The world is changing every day, and there’s uncertainty in our lives and the market.

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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