Preferred Return Podcast

Hosted by: Jeff Williams

Join us to learn about the role of technology within private equity and venture capital firms. Our hope is to bring together the best and brightest across the industry to discuss best practices, the trends they’re seeing, and how firms are using technology to gain an edge in the market – raising funds faster, generating outsized returns, and delivering a world-class experience for LPs.

You can expect some original music too….

tim flannery altvia and passthrough investor onboarding, onboardingbridge, preferred return podcast

OnboardingBridge: Bridging the Gaps of Investor Onboarding

Welcome back to Altvia’s Preferred Return Podcast! Following the launch of OnboardingBridge, Tim Flannery, co-founder and CEO of Passthrough, returns to discuss investor onboarding integrations with private equity CRMs, AI’s use in sourcing lookalike investors, and the new SEC regulations.
dakota integrates with private equity crm altvia

The Power of Consistency, Transparency, & Company Culture

Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Gui Costin...

Changing Tides: From Founder & CEO to Client

Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Kevin Kelly, Altvia’s founder and former CEO.

Beyond the Product: Delivering Client Value with Customer Success

In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Altvia’s VP of Client Solutions, Ray Grant, to discuss...

Inside Altvia’s Strategy for Success

Hear from Altvia’s President and CEO, Brie Aletto, on a multitude of topics from cultivating meaning in the workplace to embracing a culture of personal and professional growth.

“The Holy Grail of Finance”

In this episode, our host Jeff Williams, Chief Strategy Officer at Altvia, sits down with Matthew Le Merle, Managing Director at Blockchain Coinvestors.

Featured Episode

The Power of Consistency, Transparency, & Company Culture

Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Gui Costin, founder and CEO of Dakota, to discuss the value of company culture, the definition of success, and his market projections for the private equity space. 

Founded in 2006 to provide investment firms with complete visibility into the institutional and private wealth markets, Gui analyzes the importance of focusing on the controllables and establishing core principles to define success for united growth. Hear how he leans into Dakota’s competitive advantages to stay ahead of the competition and establish expectations upfront to foster a customer centric company. 

Tune in to hear about the value of Altvia’s strategic partnership with Dakota and future industry projections including: technology automation advancements, delivering higher quality investment strategies at lower investment minimums, and increasing efficiency of the transaction facilitation.

Season 2, Episode 7 | 47 min

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