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….
OnboardingBridge: Bridging the Gaps of Investor Onboarding
The Power of Consistency, Transparency, & Company Culture
Changing Tides: From Founder & CEO to Client
Beyond the Product: Delivering Client Value with Customer Success
Inside Altvia’s Strategy for Success
“The Holy Grail of Finance”
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
