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….

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...

Democratizing Venture Capital Investing

We are joined by Matthew Klein, Chief Experience Officer at Sweater Ventures, focused on giving retail investors courtside seats to the VC game.

The Ever Churning World of Product Management

We are ecstatic to sit down with Renee Niemi and Iris Chan from Mighty Capital, a VC firm that gives its portfolio companies exclusive access to >300,000 PMs and a playbook to turn them into customers.

Passing through Investor Onboarding

We’re thrilled to be joined by Tim Flannery, a co-founder of Passthrough — one company taking an interesting approach to solving this problem.

The Rise of the Individual Investor

In this episode, we’re joined by Steven Greenberg: Co-Founder & CEO of Totem VC, a modern operating system for fund managers.

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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