Resource Type: Reports

The Raise Every Day Playbook

Investor relations is no longer a phase of the fund lifecycle — it’s a daily discipline. In private capital, every LP interaction shapes confidence, momentum, and outcomes. This guide shows how leading IR, Finance, and Operations teams operationalize readiness every day by turning data, interactions, and communications into connected intelligence that compounds over time.

✓ Learn how to build daily disciplines that keep your firm fundraising-ready

✓ See how top teams connect CRM, VDR, and communications into a single source of truth

✓ Put every LP interaction to work with measurable, actionable relationship intelligence

✓ Adopt a Raise Every Day operating model that scales trust, transparency, and re-ups

Get the Raise Every Day Playbook and start building a fundraising-ready operation today.

Rethinking the Raise: Four Pillars for Fundraising Excellence

Private capital is at an inflection point. Fundraising is longer, and more competitive than ever.

  • Median PE fundraising timelines have stretched from 14 to 19 months in just two years (+35%, Preqin).
  • ~90% of LPs report receiving GP extension requests, a signal of tighter capital and deeper diligence (Coller Capital).
  • Global fundraising volumes fell 35% in Q1 2025, with closings down 34% (Paul Weiss).

New regulations, including the SEC’s Form PF update (June 2025), now demand more granular, event-driven reporting. For GPs, the pressure is real. Every extra month on the road compresses IRR and gives rivals more time to court the same LPs. LPs, facing their own liquidity constraints, demand sharper differentiation, real-time transparency, and operational discipline from the very first meeting. Performance matters, but process now defines perception.

Download the Report Here.

The Technology Imperative in Private Capital

How do you build an intentional approach to new tech investment for your firm? We surveyed 100 private capital leaders to understand their current outlook on the industry, the state of their tech stack, and where they’re placing their 2025 bets. Here’s what they shared.

Fundraising Strategies Are Evolving Alongside Technology

Fundraising efforts are still happening, adds Jef Rice, Altvia CTO, but most LPs are allocating capital to known and trusted managers. Even so, GPs can’t rely on the proven track record of LP relationships like they used to. They need to stand out—which may mean testing out new, creative methods of raising capital.

Firms need the right technology and data to get them there. But with a large number of firms still relying on legacy systems, manual processes, and/or a lack of integrated data, those transformation efforts have a long way to go.

Download the Report Here.