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 Art of Virtual Fundraising

Private Equity and Venture Capital fundraising looks a lot different these days. With both LPs and GPs social distancing at home, the usual process of fundraising requires Investor Relations teams to take a new approach.

Own Your Edge

Listen to Episode 1: “Own Your Edge”, as I sit down with Kjael Skaalerud, SVP of Revenue at Altvia to discuss what’s top of mind among PE firms that are currently shopping for technology...

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

More Episodes

Follow Us

Join the conversation.
Follow us.
Like us.

Join Our Newsletter

Sign up for our monthly newsletter.