Shows
GTM News DeskLead with Vulnerability with Brie AlettoIs vulnerability the new leadership superpower?Can fractional leaders drive growth without the overhead?What does it take to build a high-performing executive team?In this rerelease episode of GTM News Desk, Brie Aletto, CEO of Altvia, shares why vulnerability is crucial for leadership, the rise of fractional roles, and how to build united, high-performing teams. She discusses balancing empathy with performance, how AI should enhance leadership, and the importance of trust and transparency in leading through change.Jump into the action:(00:00) Welcome to GTM News Desk(01:00) Setting the...
2026-01-2750 min
VC10X - Investing, Venture Capital, Asset Management, Private Equity, Family OfficePE10X - Lessons from $4.7B in Software Growth Equity with Maitlan Cramer, MD Bow River CapitalWhat does it really take to scale a B2B software company from early traction to a category leader? In this episode, Maitlan Cramer, Managing Director at Bow River Capital, breaks down the "Capital Plus" playbook used to manage roughly $4.7 billion in assets across the firm.Maitlan moves beyond the typical VC advice, explaining why growth equity is about "rolling up your sleeves" to fix broken processes rather than just writing checks. He shares why he will always choose a great market over a great product, how to distinguish...
2025-11-2547 min
The Business GameThe Business Game Shortcuts: People and CultureSend us a textJoin our hosts on The Business Game, A Podcast That Moves The Needle, in this special shortcuts episode diving deep into people and culture strategies for business success. Explore expert insights on building high-performing teams, fostering workplace culture, leadership development, and humanizing remote teams to drive revenue growth and employee engagement. From family business succession planning to hiring top talent using the "beer test," this episode uncovers actionable tips on communication skills, trust-building in teams, and surrounding yourself with driven professionals. Perfect for entrepreneurs, business owners, and leaders seeking to boost company culture...
2025-10-1825 minThe Business GameFrom Churn to Champions: Secrets to SaaS Success with Altvia’s CEOSend us a textWelcome to another episode of The Business Game, A Podcast That Moves The Needle for business leaders and entrepreneurs. In this episode, we sit down with Brie Aletto, CEO of Altvia, a game-changing vertical SaaS platform revolutionizing the private capital markets. With the global SaaS market projected to reach $1.2 trillion by 2034, driven by AI and cloud adoption, Brie shares how Altvia is leveraging AI-driven solutions like their tool "AIMe" to enhance client experience, streamline fundraising, and optimize deal management.Key...
2025-07-031h 06GTM News DeskWhy Vulnerability is Key to Leading Successful Teams with Brie AlettoWhat’s driving the rise of fractional leadership in today’s business world?How is AI changing the workplace, and why do soft skills matter more than ever?And what does it take to create a united and high-performing executive team?That’s exactly what we’re exploring on this episode of GTM News Desk. Brie Aletto, CEO at Altvia, shares her experience in building a united executive team, emphasizing the role of vulnerability, transparency, and shared goals in driving team success.Jump into the action:(00:00) Welcome to GTM News...
2025-07-0138 min
Preferred ReturnAccelerating Innovation: Cait Brumme on Social Capital and Startup SuccessIn this episode of Preferred Return, we sit down with Cait Brumme, CEO of MassChallenge, to discuss how startups are tackling global challenges and why social capital is just as crucial as venture funding. Cait reveals how MassChallenge is reshaping the accelerator model, focusing on connecting ambitious founders with the right resources, networks, and mentors. She shares stories of unexpected partnerships, like a biotech startup working with NASA to develop an artificial retina, and discusses the power of building a supportive founder community that helps entrepreneurs navigate the unpredictable startup journey.
2025-05-2654 min
Preferred ReturnMagnetic. Unstoppable. Funded: Mastering the Art of the LP MeetingIn this episode of Preferred Return, we sit down with Craig Wortmann, Founder of Sales Engine, to discuss the habits, systems, and mindsets that define standout salespeople. Drawing on three decades of experience as a founder, educator, and investor, Craig shares how deliberate practice, discipline, and relationship-building drive success in high-stakes conversations like fundraising and enterprise sales. He also opens up about a personal chapter—losing his leg to cancer—and how it reshaped his understanding of resilience, performance, and what it means to bounce back better.In this episo...
2025-05-051h 00
Preferred ReturnAsk Why, Not Just What: The Ops Mindset Every Fund NeedsIn this episode of Preferred Return, we’re joined by Lauren Schirle, Senior Manager - Strategic Initiatives at VIRIDIS Fund Solutions, where she reveals how to maximize the true potential of data.With a career that bridges the worlds of archival sciences, technology, and finance, Lauren explains how organizing and presenting data is essential for both business decision-making and making historical stories accessible. She talks about her journey from working with archival data to helping companies manage financial information better, showing how well-structured data can tell powerful stories.In th...
2025-04-1459 min
Preferred ReturnThe Art of Seeing What Others Miss: An "Outsider's" View of Private EquityIn this episode of Preferred Return, we sit down with Usamah Khan, Vice President of Data & Technology at White Star Capital, to explore the intersection of technology, venture capital, and data-driven decision-making. Usamah shares his unconventional journey from engineering and startups to venture investing, revealing how his background in data analytics and product development helps White Star assess and support portfolio companies. He breaks down the role of technical due diligence, the challenges of AI adoption, and the unique CTO-to-CTO conversations that set White Star apart in venture investing.
2025-03-2559 min
Preferred ReturnBuilding a Fintech Startup from Scratch: Jack Boudreau on Raising Capital and Taking Big BetsIn this episode of Preferred Return, we sit down withJack Boudreau, Co-Founder & CEO ofHabits, to explore the challenges and triumphs of building a fintech startup from the ground up. Jack shares his journey from JPMorgan to launching Habits, a platform that connects young professionals with financial advisors, breaking down the barriers to financial guidance. He opens up about the realities of fundraising, the lessons learned from hearing ‘no’ hundreds of times, and how resilience and adaptability have shaped his approach to building Habits.In this episode you'll learn:The Realities of Raising Capital:Jack...
2025-02-111h 04
James H Glover StudiosRevjhg3studios Join us as we kick off love month with altvia and talk relationship goals in this generation
2025-02-1033 min
Preferred ReturnFirst-Party Data and You: Jef Rice on Building Data Strategies for Firm GrowthIn this episode of Preferred Return, we sit down with Altvia’s very own Head of Engineering, Jef Rice, to explore the evolving world of data strategy and its impact on the alternative investment industry.
Jef shares how engineering teams and tech providers are helping to shape innovative, scalable solutions for firms to win in private capital markets. Jef dives into the power of data lakes, the importance of experimentation, and how de-codifying your data can transform the LP experience.
In this episode, you’ll learn:
The Power of Data Strategy: Jef explains how cent...
2024-12-1844 min
Preferred ReturnFrom Admin to MVP: Salesforce Ben's Journey and Tips for Private Equity"AI and data quality are coming into play. AI isn't going to be any good if your data's rubbish. And data quality has always been a big issue on Salesforce." - Ben McCarthy, Founder of Salesforce Ben
In this episode of Preferred Return, we hear from Ben McCarthy, also known as Salesforce Ben, about the journey of building Salesforce Ben into the leading media company within the Salesforce ecosystem. Ben shares how his passion for Salesforce and creating content turned into a thriving business, now celebrating 10 years and a team of 23. Ben explores the...
2024-11-2138 min
Preferred ReturnHow Dakota’s Gui Costin Masters Capital Raising"We grow apples and sell to apple buyers—don’t waste time convincing orange buyers." - Gui Costin, Founder & CEO of Dakota.
In this episode of Preferred Return, we revisit former host Jeff Williams’ conversation with Gui Costin, Founder and CEO of Dakota. Together, they explore the art of capital raising and how Dakota became a leading data platform for investment firms. Gui dives into Dakota's journey, the importance of consistency in sales, and why building a transparent, high-performance culture matters as much (if not more) now as it did when this conversation was origina...
2024-10-2435 min
Preferred ReturnCapitalizing on the Green Rush: Duncan Mendelsohn on Cannabis Real Estate and Strategic InvestingIn this episode, we sit down with Coloradan, Duncan Mendelsohn, the founder of Goodseed Capital, to explore his fascinating career journey from mortgage banking in NYC to launching a cannabis-focused real estate investment and advisory firm in Colorado. Duncan shares his insights on the evolving cannabis industry, the "Green Rush" era, and how Goodseed Capital offers a unique, low-risk, high-yield investment opportunity in this space. Tune in to learn how strategic structuring and a deep understanding of real estate and cannabis are driving Goodseed's success in a rapidly changing market.
2024-08-2035 min
Preferred ReturnInside Spire Capital: Strategic Growth Through Tech and ComplianceJoin Ray Grant, VP of Client Success at Altvia, and Don Stewart, Chief Financial Officer at Spire Capital, for an insightful conversation. Don shares his illustrious journey as a c-suite executive, his impactful tenure at Spire since 2006, and Spire's proactive tech and compliance-first mindset.
In this engaging discussion, Don sheds light on Spire's strategic investments, highlighting their innovative approach to leveraging technology for continued success. Ray and Don also explore Spire's approach around transparency and responsiveness to investor queries, which differentiates their ability to develop best-in-class relationships. Gain exclusive insights into Spire's future plans, including their collaboration...
2024-07-2232 min
Preferred ReturnWhat do LPs want to hear from GPs?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, wit...
2024-05-2145 min
Preferred ReturnUnlocking Salesforce for PE: Interview with Salesforce BenSeason 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 s...
2024-04-1746 min
Preferred Return[Webinar] Data-Driven Excellence: Altvia and Dakota Live DemoListen 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.
2024-04-0519 min
Preferred Return[Webinar] Unlocking Deal Flow Success: Mastering the Art of Deal SourcingWhether 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.
2024-04-0556 min
Preferred Return[Webinar] The Power of Unified Data: Creating a Competitive EdgeListen 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.
2024-04-0349 min
Preferred ReturnThe Power of Data: Advantages of Data Lakes for Innovation and ImpactIn 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...
2023-12-1952 min
Preferred ReturnImproving Investor Confidence: The Power of Expert-Level Support for Private Equity PlatformsIn 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.
2023-11-2140 min
Preferred ReturnDakota + Altvia: Eliminating Stale Data with a Centralized Private Equity CRMIn 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.
2023-10-2648 min
Preferred ReturnOnboardingBridge: Bridging the Gaps of Investor OnboardingWelcome 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 comb...
2023-08-2951 min
Preferred ReturnThe Power of Consistency, Transparency, & Company CultureWelcome 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 eth...
2023-06-0547 min
Preferred Return[Webinar] Steps to Become The Firm of The FutureHear 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.
2023-05-2459 min
Preferred ReturnChanging Tides: From Founder & CEO to ClientWelcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Kevin Kelly, Altvia’s founder and former CEO, to discuss the importance of understanding data and technology and how to transform that knowledge into premium solutions for the private capital market.
Jeff and Kevin’s relationship dates back to 2010, where they bonded over technology, data, and innovation for the private capital market. Tune into the episode to hear Kevin and Jeff reminisce about their relationship, Kevin’s transition from CEO to client, and their shared journey...
2023-05-1639 min
Preferred ReturnBeyond the Product: Delivering Client Value with Customer SuccessWelcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Altvia’s VP of Client Solutions, Ray Grant, to discuss their passion for helping clients optimize their strategies and data to drive firm longevity and success.
Working together since 2018, Jeff and Ray both take pride in building meaningful client relationships and discuss how that sentiment is emulated by the larger customer success team and even in the Altvia culture more broadly. Hear how Ray has built not only a technically sound and industry-savvy team but also...
2023-04-2037 min
Preferred ReturnInside Altvia’s Strategy for SuccessHear from Altvia’s President and CEO, Brie Aletto, on a multitude of topics from cultivating meaning in the workplace to embracing a culture of personal and professional growth. Join us for an inside look into the strategies for success for our organization and what’s to come in 2023.
2023-03-0847 min
Preferred Return[Webinar] Show Love to Your LPs: Enhance Your Relationships with TechnologyHear 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.
2023-03-0759 min
Preferred Return“The Holy Grail of Finance”Welcome back to season two of the Preferred Return podcast, focused on the transformative power of data and technology within private equity and venture capital firms.
In this episode, our host Jeff Williams, Chief Strategy Officer at Altvia, sits down with Matthew Le Merle, Managing Director at Blockchain Coinvestors. Founded in 2014, Blockchain Coinvestors investment thesis is that digital monies, commodities, and assets are inevitable, and all of the world's financial infrastructure must be upgraded. As the leading blockchain venture fund of funds, they are invested in more than 400 blockchain companies and projects including over 60% of blockchain enterprise...
2022-12-0641 min
Preferred Return[Webinar] Today’s Differentiated GP: Modern Data & Technology StrategiesJoin us for a conversation with Kelli Fontaine, Partner at Cendana Capital. Cendana is known for progressive data and technology strategies that have established them as an elite FoF, while generating admiration from their GPs. In this live event, we will sit down with Kelli to discuss data and technology strategies for standing out in today’s LP market.
2022-10-0459 min
Preferred ReturnThe Rise of Operator InvestorsIsn’t it strange that a startup’s likelihood of failure hardly changes as they mature from Series A to Series B and beyond? You would think the odds improve as a firm matures and achieves significant milestones…
Kjael Skaalerud, CRO at Altvia, is joined by Mark Roberge, Co-Founder of Stage 2 Capital, a venture fund focused on enabling go-to-market (GTM) execution for early stage firms. Stage 2 is fixated on reducing failure rates as a firm scales by leveraging an LP base made up of renowned GTM leaders to inform when to scale, and how fast. Mark himself is the...
2022-09-2934 min
Preferred ReturnIt’s Time for Angel Investing to EvolveI have an interesting deal for you all, who’s interested?
Angel communities have been held back by manual tools and workflows that prevent collaboration on deal flow, slow down investing decisions and, ultimately, prevent broader participation from those that would like to invest in the start-up asset class without the typical constraints of investing in a VC fund.
Jason Burke, Founding Partner at TBD Angels in the Boston area, decided it was time to take matters into his own hands by building software to solve the challenges he was experiencing first hand. Thus, All Sta...
2022-05-1231 min
How We Got ThereHow We Got There: Stevan Simich, Founder and CEO of MogliIn today’s episode, I am joined by Stevan Simich, Founder and CEO of Mogli, from working at Altvia to founding Mogli. He shares deep experience in how to look for patterns in customer interactions to figure out what to build, starting with services to connect with customer needs. Don’t productize until you see something 10 times in a row, a guiding principle to know when to lean in to any products.
Although word of mouth has really grown the business, he reflects that he wishes that he hired a marketing leader sooner. They get deals from a va...
2022-04-1427 min
Preferred ReturnDemocratizing Venture Capital InvestingHow do you invest in high-growth startups? A chance to participate in the next unicorn……
Kjael Skaalerud, Chief Revenue Officer at Altvia, is joined by Matthew Klein, Co-Founder and Chief Experience Officer at Sweater Ventures, a firm set on providing the everyday investor access to one of the most exclusive asset classes in the world—venture capital.
As the Chief Experience Officer, Matthew is focused on giving retail investors courtside seats to the VC game. Not only will you learn more about the world of venture, but you'll also see the need for evolution and the de...
2022-04-1331 min
The Road to the Top Podcast0009 Kevin Kelly - Chief Information Officer at P10, Inc.Kevin Kelly, CIO at P10, Inc. sat down with Will Grant to talk about his professional journey and advice he's obtained along the way.
We Discuss:
The different ways to learn the impact of data in our lives and business
Strengths of being surrounded by fellow entrepreneurs through groups such as Entrepreneurs’ Organization
How his side passion of building database applications for companies led to the creation of Altvia as Founder & CEO and currently serves on the Board of Directors
Navigating an exit of a successful company and finding a new path as CIO at P10...
2022-04-1233 min
The Road to the Top Podcast0005 Brie Aletto - President and CEO, AltviaBrie Aletto, President and CEO of Altvia sat down with Will Grant to talk about setting the right framework for rapid growth within a company and career.
We discuss:
Navigating a career path originally studying broadcast journalism to becoming a CEO
Systems for continuous feedback
Negotiating for what you want
Some key take-aways are:
The framework of working within a successful start-up company
Find a seat on the rocket ship and develop the skills along the way
Finding continuous feedback is essential for career growth
Please feel free to share with others who wou...
2022-02-1736 min
Preferred ReturnThe Ever Churning World of Product ManagementWe are ecstatic to sit down with Renee Niemi and Iris Chan from Mighty Capital, a VC firm that gives its portfolio companies exclusive access to >300,000 PMs and a playbook to turn them into customers. Airbnb, Amplitude, and BlueCedar are among some of their highly curated portfolio companies.
In this episode, we discuss the ever churning world of product management in the digital age. You will soon see that strategy is wonderful, but it ultimately comes down to implementation.
2021-12-0150 min
Preferred Return[Webinar] Diving into Data: What's New in 2022We sit down with Jeff Williams, Chief Strategy Officer, and Brie Aletto, CEO at Altvia, to take a look at what’s new in Q4. From Preqin integrations to improved ways to visualize data with Tableau CRM, we will take a deep dive into features designed seamlessly for your workflows. This webinar will serve as a demonstration of these integrations, and how they can support your firm. We will also look at the product roadmap, and what’s on the horizon for 2022.
2021-11-0352 min
Preferred ReturnPassing through Investor OnboardingInvestor onboarding is all the rage right now — the manual, time-consuming process by which limited partners subscribe to private funds is moving in haste to become yet another part of the digital transformation of private markets. We’re thrilled to be joined by Tim Flannery, a co-founder of Passthrough — one company taking an interesting approach to solving this problem.
We discuss the basic mechanics of digitizing the subscription process, who the constituents and beneficiaries are of doing so, and the opportunity to provide identity resolution to private market investors.
2021-10-0735 min
Preferred Return[Webinar] Future Proof Your Private Equity or Venture Capital FirmJoin us for a discussion on how to Future Proof Your Private Equity or Venture Capital Firm, with thought leaders and bright minds from across the industry.
It’s widely accepted that private capital firms are slow to adopt technology. The appetite is there, though leaders lack the frameworks to understand the role technology can play in the firm, and the action plans that deliver a reasonable path toward a modern, tech-enabled operating environment.
There are few records yet to be broken in 2021, from VC dollars invested to buyout activity and beyond. Technology is a mo...
2021-09-1559 min
Preferred ReturnThe Rise of the Individual InvestorIn this episode, we’re joined by Steven Greenberg: Co-Founder & CEO of Totem VC, a modern operating system for fund managers. Steven started as an Associate at ff Venture Capital and was also the Co-Founder & CTO at Unroll Me. In 2015 Steven and his co-founder set off to build Totem VC to solve the pain points that arose on a daily basis.
Steven is a visionary, having founded his first company at age nineteen, and he’s got some amazing views on things going on in the markets today, but also what’s in store for the future.
2021-08-1942 min
Preferred ReturnThe Future of GP-LP Matchmaking in Private MarketsWe’re thrilled to be joined in this episode by Conor Smyth (Founder & CEO) and Melissa Maleri (CMO) of TritonLake, a boutique placement agent that partners with private fund managers and deal sponsors to raise capital from its network of investors. Founded by a team of former software executives, TritonLake is a forward-thinking, technology-driven placement agent, and naturally, we have a lively discussion on technology’s role in the future of matchmaking between GPs and LPs in private markets.
There’s been some buzz in the market about “Tinder for PE”, but TritonLake is confident that private market matc...
2021-07-0940 min
Preferred ReturnThe 'Digital Collision' Coming for PE & VCJoin us for a discussion on The ‘Digital Collision’ Coming for PE & VC, with thought leaders and bright minds from across the industry.
We are joined by Charlie Orr, Stone Connell, Bruce Sinclair, Tim Friedman, Jeff Williams, and Kjael Skaalerud. The discussion focuses on: the current state of PE/VC, the potential digital transformation presents, and what the winners / future landscape of PE/VC might look like.
By the end of the session, you'll have a better sense of macro trends in digital transformation and actionable ideas you can implement at your firm to establish a mo...
2021-06-171h 05
Inevitable Podcast06. Jeff Williams (Altvia)Access the show notes: https://www.inevitablepodcast.com/jeff-williams/
Listen to the episode on other platforms: https://www.inevitablepodcast.com/
Read Pedro Sorren's essays: https://pedrosorren.com/
Follow Pedro Sorren on social media: https://pedrosorren.com/links/
Subscribe to Pedro Sorren's newsletter: https://pedrosorren.com/newsletter/
Meet Atman: https://atman.vc/
2021-05-311h 54
The Private Equity Podcast, by Raw SelectionKjael Skaalerud on The Digital Collision Coming for Private Equity and Venture Capital FirmsToday's GuestToday we welcome Kjael Skaalerud, the Chief Revenue Officer in Altvia, a market-leading provider for CRM and investor & deal management systems built explicitly for Private Equity Firms. He is also the founder of Skaling Ventures and believes businesses blend art and science to create and capture value. What You'll LearnHow data is taking over the Private Equity and Venture Capitals spaceTwo well-known ways companies grow their revenueWhy Private Equity Firms are not at the forefront of tech adoption
2021-05-1848 min
Preferred ReturnSneaking Up On YouMike Abdella is a one-man force. The Founder and Managing Director of Mauve Capital Partners — a search fund — is laser-focused on finding a business to buy and operate. The problem is finding that business puts him in competition with much larger private equity firms that have access to far more resources, both in terms of people and technology spend. In this episode, we’ll talk through Mike’s process and technology components, and by the end you’ll have learned that it’s technology’s role in Mike’s process that creates his edge.
The technology components he puts to use do...
2021-04-1544 min
Preferred ReturnWaiting on the World to ChangeIn this episode, I’m joined by Holden Lee: a strategic leader and investor focusing capital to drive meaningful change in the world. His career has been a methodically intentional attempt at developing the unique viewpoint that he has on the next major opportunity in capital markets: Impact and ESG.
Having first seen the opportunity in 1992, he explains how he has orchestrated his career to develop the expertise that he has, having spent time at TPG, Cambridge Associates, and now through his current role as CFO & CIO of the Jewish Community Federation of San Francisco.
He...
2021-03-1852 min
The Tech M&A PodcastTech M&A Monthly: Sellers PanelOn our March Webcast, we take a look at our Research Report to see how the markets are doing across sectors. Plus, our annual Sellers panel with the following guests: Constance Anderson, MemberXP Kevin Kelly, Altvia Jay Fiske, Maestrosoft Domenico Crapanzano, Fing To see this in its full webcast form, visit corumgroup.com/resource-center
2021-03-1230 min
Preferred ReturnApplications of AI in Private EquityPrivate Capital deal management and business development teams allocate a large portion of their time originating new opportunities and expanding the firm’s network. The majority of firms today understand the importance of a well-defined process, however with the transformation of private equity technology, there are new ways to enhance business development processes and improve efficiency.
2021-02-1632 min
Preferred ReturnThe Art of Virtual FundraisingPrivate Equity and Venture Capital fundraising looks a lot different these days. With both LPs and GPs social distancing at home, the usual process of fundraising requires Investor Relations teams to take a new approach. As firms evolve, most strategic questions center around maintaining investor engagement and the most effective methods for courting new investors, when the traditional means for building trust and communicating are no longer available. This session will share insights from top firms on how they have embraced technology to fundraise virtually.
2021-02-1652 min
Preferred ReturnOwn Your Edge - Introducing Preferred Return"Own Your Edge", as I sit down with Kjael Skaalerud, SVP of Revenue at Altvia to discuss what’s top of mind among PE firms that are currently shopping for technology, and how cutting edge technology used for modern sales organizations translates perfectly to raising capital and finding investment opportunities.
Topics covered include:
- Trends from the front lines of PE firms looking for technology
- Helpful ways to frame the components of technology in PE firms
- What the most innovative PE firms are doing with technology
- How, despite their di...
2021-02-1652 min
TechExits PodcastSeller's Corner - Kevin Kelly, Selling Up and Giving Back: Bow River Capital Acquires AltviaAltvia CEO and Founder, Kevin Kelly speaks to us about what he learned, what was surprising, as well as what he did for his employees and community after his tech M&A transaction. Check out other podcast episodes, webcasts, and videos at WFS.com.
2020-10-0234 min
Colorado = Security Podcast108 - 3/11 - James Condon, Director of Research at LaceworkIn this episode:
We interview James Condon who is Director of Research at cloud security provider Lacework. News from: Starry, Verizon, ProtectWise, Swimlane, LogRhythm, Ping Identity, CyberGRX, Managed Methods, and a lot more!
RSAC, the Evil Empire
So many news stories this week. RSAC will do that to you. Hyperloops, female co-founders, and smart street sweepers are all things this week. Blockchain for internet voting? But their blockchain is private. Starry is Denver’s newest ISP. ProtectWise is bought by Verizon. Swimlane gets the boot from RSAC. LogRhythm has a new NDR product. Ping’s CEO talks about willful ignorance. Cyber...
2019-03-101h 07