tim flannery altvia and passthrough investor onboarding, onboardingbridge, preferred return podcast
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OnboardingBridge: Bridging the Gaps of Investor Onboarding

Welcome back to Altvia’s Preferred Return Podcast! Following the launch of OnboardingBridge, Tim Flannery, co-founder and CEO of Passthrough, returns to discuss investor onboarding integrations with private equity CRMs, AI’s use in sourcing lookalike investors, and the new SEC regulations.

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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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