Thursday, September 25th at 12 ET | 10 MT | 9 PT
A great AGM does more than recap the past year — it strengthens LP relationships, builds trust, and sets the tone for future commitments.
Join Mary Adams, CMP, CEO & Founder of Avivant Partners, and Matt Curtolo, CAIA, LP & GP Advisor, MC Advisory, for an insider’s view on what truly resonates with investors and how to deliver an AGM that leaves a lasting impression. They’ll cover:
- What LPs value most — and what often gets overlooked
- How to pair flawless execution with genuine connection
- Strategies to keep investors engaged long after the meeting
Whether your AGM is just weeks away or you’re planning ahead for next year, you’ll walk away with clear, actionable ideas to make it your most impactful yet.
Took Place On: Wednesday, August 6th at 10:30AM MT
The private equity landscape is more congested than ever. Dry powder is piling up, LPs are inundated with opportunities, and timelines are stretching as firms compete for attention.
The good news? Quality fundraising is still happening. And the firms successfully moving capital aren’t sitting still—they’re rethinking how they operate. Whether it’s expanding their LP base, elevating the investor experience, or better managing data, they’re using technology to gain an edge.
In this 30-minute webinar, Altvia’s team walked through tactical strategies we’re seeing top-tier GPs leverage to cut through the noise and raise more effectively in today’s market.
See AIMe In Action. Watch The Full Free Webinar Now.
Watch our exclusive webinar breaking down the reality and hype behind AI in private capital. You’ll discover how firms like yours are preparing their data for AI success—and we’ll show you firsthand how Altvia’s AIMe leverages clean, centralized data to accelerate workflows across your business.
Investors have multiple GPs vying for their attention. Their inboxes are noisy and their calendars are full. In a crowded fundraising market where there’s $1 supply for every $3 demand, easy fundraises are the exception, not the rule, and the bar is higher for proving that historically good returns are a predictor of future performance.
While performance is objective and can be benchmarked against peers, we’re hearing from investors that they want to clearly understand GPs’ people, process, and philosophy from the outset. GPs need to work at building conviction in their investments by building trust with their investors both during and between raises through transparent communications and frequent updates.
The GPs who stand out during fundraising are the ones who listen, do their homework, and show that they understand an LP organization’s priorities and mission.
What seems to be proving effective is a “show, don’t tell” approach, with data backed by qualitative reporting on both the successes of portfolio companies and also their headwinds and challenges. For example, one GP we spoke to recently recounted a strategy they employed during COVID where they produced whitepapers on each of their portfolio companies that outlined the individual challenges the pandemic created and how each company was planning to tackle them. It was so well received by her investors it’s become a permanent part of her firm’s communications strategy.
As a GP, you need to excel at pitching your competitive edge alongside your track record. It’s crucial to prove why your strategy will be successful not only in the current market, but also in future market conditions. The deciding factor for an investor could be whether you can convince them your performance is down to skill and not just luck, especially in a down market.
We’re joined by our expert panelists who are going to give us insight into both sides of this LP/GP story: Murielle Dawdy, Director at 50 South Capital, and Erin Musgrave, VP of Investor Relations at Bow River Capital.
Watch Altvia’s insightful webinar, “The Power of Unified Data: Creating a Competitive Edge,“ to hear industry experts delve into the significance of data in private capital markets.
Key Takeaways
Watch now to see Altvia and Dakota’s seamless integration that provides fund managers with proprietary data to accelerate their fundraising efforts in action.
Here’s a glimpse at what to expect:
- Leverage an industry-specific CRM to centralize data and automate fundraising activities.
- Access proprietary, up-to-date data to continuously enrich investor data.
- Make data-driven decisions that improve investment, risk, and relationship strategies.
Key Takeaways
Hear tips and tricks (learned by experience) from industry vets, Tim Friedman, Founder of PE Stack, Edward Albrigo, COO at Paladin, and Jeff Williams, CSO at Altvia, on how to differentiate your firm’s data with operational technologies purpose-built for private capital markets.
- Tips & tricks on how to properly evaluate private capital market platforms for your firm.
- How to enter a software demo prepared so you can effectively compare vendors.
- Why leveraging technology and data is crucial for firms to differentiate.
- What red flags to look out for when evaluating vendors.
Key Takeaways
Hear from Julie Newman, Managing Director at Altera Investments, and Jenna Greenspan, Capital Development Director at Redesign Health, moderated by Altvia’s Jeff Williams, Chief Strategy Officer, discussing the role of data and technology in unlocking powerful relationships. Topics include:
- Improve response time to LPs, and even anticipate needs!
- Gain prospecting insights to make the biggest impact at the right time.
- Build meaningful relationships with the power of an industry-specific database.
- Streamline communication across your broad base of LPs.
- How to fundraise smarter.
