private equity fund

The 5 Phases in the Lifecycle of a Private Equity Fund

Today, firms use interesting technologies to improve and quantify their processes but when compared to the vastly more impressive capabilities of modern data science techniques, Excel and Outlook just aren’t cutting it.
investor relations

5 Reasons to Reconsider Salesforce for Your Fund Management Software

Many firms end up reaching out to us after having tried using Salesforce out-of-the-box and find that it doesn’t work for fund management.
private equity tech stack

Four Steps to Digital Transformation in Private Equity

The private equity industry faces significant changes in the decade ahead as digital transformation becomes a requirement. In this post, we will explore the four steps to digital transformation in private equity.
digital future

The Digital Future of Data-Driven Firms

I love dinosaurs, and because it may come off as weird to say that I also “love” analogies, I’ll simply say that I find analogies to be very helpful and I use them a lot.

Altvia – The Customizable Fund Manager Software on Salesforce

Fund managers are constantly seeking to maximize performance and minimize risk, so they need the best fund manager software available to them.
private equity tech stack

The Ultimate PE VC Tech Stack

Digital transformation for the Private Equity and Venture Capital industry was well on its way pre-pandemic, and the global health crisis set that trajectory years ahead.
private equity technology

The ‘Digital Collision’ Coming for PE & VC

Digital is coming for Private Equity and Venture Capital, the same way it is coming for every industry on the planet.

Adding Executive Sponsors to Software Implementation is a Must

Successful software implementations of any type require planning, technical setup, training, and change management.
migrate data

Here’s How to Migrate Data to Content In Salesforce

Our fund management software experts compiled their knowledge of AIM and Salesforce into an easy-to-understand conversion document.
fund management software

Fund Management Software: Managing Documents in the Cloud

In today's technology-driven world, keeping up with the changing trends is essential, and the cloud is a great way to do so.

Preferred Return

The Private Equity Techstack Podcast

This is a podcast about the role of technology in private equity and venture capital. Our hope is to bring together the best and brightest across the industry and have them share best practices, trends they’re seeing, and how firms use technology to gain an edge in the market.

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