Preferred Return

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.

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.

Welcome 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 of building Altvia into the company that it is today.

Welcome 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 a team that genuinely and intuitively cares about their client’s success. Tune in to hear how Altvia values being true partners, offering a level of advice, technical expertise, and support that cannot be replicated by any other private capital markets vendor.

Hear 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.

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:

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 unicorns. This vision is not dependent upon crypto and Bitcoin; instead, it has everything to do with how blockchain technology will enable eight billion people to digitally transact - much like how we currently communicate and share content in natively digital ways. Matthew is no stranger to this world of digitalization having over thirty years of experience working and investing in the financial and technology industries, including having worked on the Big Bang at the London Stock Exchange and the creation of the iShares exchange-traded funds (ETFs) family at BlackRock as well as assisting in rolling out the Internet at Cisco, eBay, Google, Microsoft, PayPal and others too.

Join 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.

Isn’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 former CRO of Hubspot, where he helped lead the firm from pre revenue to IPO. Tune in to learn more about Mark’s story, the thesis for Stage 2, and perhaps get a sneak peak into a venture operating model that challenges a range of conventional thinking, in an industry that hasn’t changed much the last twenty years.

I 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 Stage was established to provide investment ecosystems with a modern technology platform. Tune in to learn more, the future for All Stage and angel investors everywhere appears to be brighter than ever.

How 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 democratization of alternative assets. Sweater has 60k people on the waitlist, and at the end of this episode, you’ll want to join too.

We 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.