Preferred Return

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.

Season 3 of the Preferred Return podcast is here! We are thrilled to kick off the first episode with a special edition featuring a Salesforce celebrity guest.

Being purpose-built atop force.com, Altvia’s platform benefits from Salesforce’s powerful infrastructure and ecosystem, which allows us to focus on solving the daily workflow challenges that plague alternative asset professionals. It also gives us access to Salesforce thought leaders and partners to better understand how to properly leverage the powerful platform.

We are excited to share that we had the privilege of sitting down with one of the more well-known name in this arena, Salesforce Ben, for a conversation about how we are leveraging Salesforce to provide a best-in-class experience within the private capital market. The conversation between Salesforce Ben’s founder, Ben McCarthy, and Altvia’s Chief Strategy Officer, Jeff Williams, explores the ethos that has driven Salesforce Ben’s success today, the power of the Salesforce ISV and OEM ecosystem, the crucial role of domain-specific providers with industry expertise, and, of course, the hot topic of AI.

Listen to the recording of Altvia and Dakota's, "Data-Driven Excellence," webinar that showcases the seamless integration between Altvia and Dakota. The powerful integration provides fund managers with proprietary data to accelerate their fundraising efforts.

Whether you’re an institutional investor, fund manager, family office professional, or an aspiring dealmaker, this webinar will equip you with the knowledge and strategies needed to unlock deal flow success and stay ahead in today’s competitive investment landscape.

Listen to Altvia’s webinar that explores what becomes possible when firms have a strategic vision on how to leverage data and technology as a firm differentiator in the eyes of LPs and other key stakeholders. 

Don’t miss the opportunity to hear the SVP & Head of Investor Relations at IVP, Kelly O’Kane, and Partner and Chief Financial Officer at Brighton Park Capital, Monica Romano, discuss their firms’ strategies on leveraging data and technology as a competitive advantage with their LPs.

In this episode of Altvia’s Preferred Return Podcast, Jef Rice (aka 1 F Jef), Altvia’s Head of Engineering, sits down with podcast host, Jeff Williams, to discuss the significance of data in creating a better customer experience and fostering innovation. They discuss the potential of data-driven solutions solving complex challenges, which unlocks a world of positive change for not only GPs and LPs but for the world at large.

The two explore the flexibility of data lakes, emphasizing experimentation over upfront structuring and how to leverage data to improve strategic decision-making. By doing so, businesses can save time, reduce costs, and focus on deploying capital in meaningful ways that drive positive change. Tune in to learn how centralized data drives customer experiences, fosters innovation, powers meaningful investments, and maximizes the most valuable commodity of all - time.

In this episode of Altvia’s Preferred Return Podcast, Harold Klett, Altvia's SVP Global Services, discusses the benefits of partnering with a solutions provider that offers technical account management for private equity firms — improving investor confidence and strengthening the relationships between GPs and LPs with a private equity platform backed by expert-level support.

Harold also discusses his career in the support industry, what it takes to build a world-class support team, and his and Jeff's shared love of Jimmy Buffet.

In this episode of Altvia’s Preferred Return Podcast, Gui Costin, founder and CEO of Dakota, returns to discuss Dakota's upcoming partnership with Altvia, integrating Dakota Marketplace with Altvia's Private Equity CRM: AIM.

Gui also offers his insights on the current market trends, how leveraging a CRM for private equity and venture capital can grow your pipeline, and the limitations of AI in alternative investments.

Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Tim Flannery, co-founder and CEO of Passthrough, to discuss our recent launch of OnboardingBridge powered by Passthrough.

Tim and Jeff also discuss some of the last industry trends: investor onboarding integrations with private equity CRMs, AI's use in sourcing lookalike investors, and the new SEC regulations.

This is a must-listen episode introduces, OnboardingBridge, the first solution to fully integrate a CRM with an investor onboarding solution — leveraging the power of Passthrough and Altvia combined.

Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Gui Costin, founder and CEO of Dakota, to chat about the strategic partnership between Altvia and Dakota and the importance of providing premium customer service.

Gui and Jeff also offer up some industry projections including: technology automation advancements, delivering higher quality investment strategies at lower investment minimums, and increasing efficiency for transaction facilitation.

This is a must-listen episode that shines a light on how both Altvia and Dakota leverage data and a customer-centric ethos to establish a competitive advantage.