The pressure is on for private capital firms to modernize—but with so many vendors and options, how do you choose the right tech stack? This guide walks you through the key questions, pitfalls, and priorities when evaluating technology for fundraising, investor relations, deal management, and reporting.
You’ll learn:
- 5 common challenges software can solve for PE/VC firms
- Must-have features to support fund lifecycle workflows
- When to choose custom vs. out-of-the-box solutions
- Why integrations matter for long-term scalability
- What to ask during demos and due diligence
Download the guide to build a tech stack that supports growth—without compromising control.
Choosing the right technology for your firm can feel overwhelming—but it doesn’t have to. This comprehensive guide walks private equity and venture capital leaders through the process of evaluating, selecting, and implementing a modern tech stack that supports the full fund lifecycle.
You’ll get:
- A breakdown of the essential layers of a private capital tech stack
- A tech adoption scorecard to benchmark your firm
- Guidance to overcome common hurdles—from internal buy-in to system adoption
- A detailed implementation checklist to drive success
Download the guide and set your firm up for scalable, data-driven growth—without the false starts.
Private equity firms don’t win by using generic software. This guide introduces the “PEriodic Table of Technology”—a framework to help you structure a modern, differentiated tech stack across every stage of the private capital lifecycle.
You’ll get a breakdown of key technology categories across:
- Fund inception & investor communications
- Portfolio management & deal sourcing
- Accounting & systems integration
- Reporting & LP engagement
Plus, learn how to connect it all into a cohesive, data-driven strategy that delivers performance, efficiency, and a superior investor experience.
Download the guide and start designing a smarter, more scalable operating model for your firm.
In today’s competitive environment, successful fundraising doesn’t rest solely with the IR team. It requires seamless coordination across the entire firm—from deal and finance teams to leadership and back-office ops. This one-pager highlights how private capital firms can break down silos, unlock data, and build a shared source of truth to drive faster, more effective capital raises.
You’ll learn:
- Why siloed teams create friction for LPs
- How shared systems and workflows boost alignment
- The role of technology in delivering a unified investor experience
- What best-in-class firms are doing to win commitments faster
Download the guide to rethink how your firm supports fundraising—fro
In a crowded fundraising environment, your investor experience can be the edge that sets you apart. This guide breaks down how leading private equity firms are building trust, communicating more effectively, and using technology to create premium, personalized experiences for their LPs.
You’ll learn:
- What today’s LPs expect from first pitch to re-up
- How storytelling can differentiate your strategy and deepen alignment
- Tips for building lasting LP relationships based on transparency and trust
- How technology can drive personalized, data-rich investor engagement
Download the guide to learn how top-performing firms are turning LP experience into a competitive advantage.
In a market where LP expectations are rising and tech hype is everywhere, private equity firms need more than flashy tools—they need a clear, scalable data and technology strategy. This guide breaks down what top-performing firms are doing differently to align their tech with real outcomes.
You’ll learn:
- The latest data and AI trends shaping private capital
- How to avoid common traps in tech evaluations
- A 3-step framework to assess, prepare, and use your data
- When an all-in-one platform makes more sense than point solutions
Download the guide to cut through the noise and build a future-proof tech foundation for your firm.
