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….

gui costin altvia and dakota marketplace private equity crm preferred return podcast
tim flannery altvia and passthrough investor onboarding, onboardingbridge, preferred return podcast

Featured Episode

Unlocking Salesforce for PE:
Interview with Salesforce Ben

Season 3 of the Preferred Return podcast is here! We are thrilled to kick off the first episode with a special edition featuring a Salesforce celebrity guest.

We are excited to share that we had the privilege of sitting down with one of the more well-known name in this arena, Salesforce Ben, for a conversation about how we are leveraging Salesforce to provide a best-in-class experience within the private capital market. The conversation between Salesforce Ben’s founder, Ben McCarthy, and Altvia’s Chief Strategy Officer, Jeff Williams, explores the ethos that has driven Salesforce Ben’s success today, the power of the Salesforce ISV and OEM ecosystem, the crucial role of domain-specific providers with industry expertise, and, of course, the hot topic of AI.

Season 3, Episode 1 | 45 min

More Episodes

Follow Us

Join the conversation.
Follow us.
Like us.

Join Our Newsletter

Sign up for our monthly newsletter.

Search