Preferred Return

In 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...

In 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 enterp...

In 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 histori...

In 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 Whit...

In this episode of Preferred Return, we sit down with Jack Boudreau , Co-Founder & CEO of Habits , 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 realiti...

In 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 i...

"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 ecosyste...

" 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 Da...

In 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,...

Join 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 the...

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...

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 gi...

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...

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...

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 discus...

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 A...

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 sourcin...

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, de...

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. Tips & tricks on how to properly evaluate private capital market platforms for your firm. How to enter a software de...

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 bond...

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 an...

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: Improve response time to LPs, and even anticipate needs! Gain prospecting insights to make the biggest impac...