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….

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.

The Rise of Operator Investors

Kjael Skaalerud, CRO at Altvia, is joined by Mark Roberge, Co-Founder of Stage 2 Capital, a venture fund focused on enabling go-to-market (GTM) execution for early stage firms.

It’s Time for Angel Investing to Evolve

Jason Burke, Founding Partner at TBD Angels in the Boston area, decided it was time to take matters into his own hands by building...

Featured Episode

Beyond the Product: Delivering Client Value with Customer Success

Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Altvia’s VP of Client Solutions, Ray Grant, to discuss their passion for helping clients optimize their strategies and data to drive firm longevity and success.

Working together since 2018, Jeff and Ray both take pride in building meaningful client relationships and discuss how that sentiment is emulated by the larger customer success team and even in the Altvia culture more broadly. Hear how Ray has built not only a technically sound and industry-savvy team but also a team that genuinely and intuitively cares about their client’s success.

Tune in to hear how Altvia values being true partners, offering a level of advice, technical expertise, and support that cannot be replicated by any other private capital markets vendor.

Season 2, Episode 4 | 37 min

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