Accelerating Innovation: Cait Brumme on Social Capital and Startup Success
In this episode of Preferred Return, we sit down with Cait Brumme , CEO of MassChallenge , to discuss how startups are tackling global chall...
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Preferred Return
Join us to learn about the role of technology within private equity and venture capital firms. Our hope is to bring together the best and brightest across the industry to discuss best practi...
Episodes
20 of 42 episodes
Magnetic. Unstoppable. Funded: Mastering the Art of the LP Meeting
In this episode of Preferred Return, we sit down with Craig Wortmann , Founder of Sales Engine , to discuss the habits, systems, and mindset...
Ask Why, Not Just What: The Ops Mindset Every Fund Needs
In this episode of Preferred Return, we’re joined by Lauren Schirle , Senior Manager - Strategic Initiatives at VIRIDIS Fund Solutions , whe...
The Art of Seeing What Others Miss: An "Outsider's" View of Private Equity
In this episode of Preferred Return, we sit down with Usamah Khan , Vice President of Data & Technology at White Star Capital , to explore t...
Building a Fintech Startup from Scratch: Jack Boudreau on Raising Capital and Taking Big Bets
In this episode of Preferred Return, we sit down with Jack Boudreau , Co-Founder & CEO of Habits , to explore the challenges and triumphs of...
First-Party Data and You: Jef Rice on Building Data Strategies for Firm Growth
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 dat...
From 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 issu...
How 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 episod...
Capitalizing on the Green Rush: Duncan Mendelsohn on Cannabis Real Estate and Strategic Investing
In this episode, we sit down with Coloradan, Duncan Mendelsohn, the founder of Goodseed Capital, to explore his fascinating career journey f...
Inside Spire Capital: Strategic Growth Through Tech and Compliance
Join Ray Grant, VP of Client Success at Altvia, and Don Stewart, Chief Financial Officer at Spire Capital, for an insightful conversation. D...
What 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’...
Unlocking Salesforce for PE: Interview with Salesforce Ben
Season 3 of the Preferred Return podcast is here! We are thrilled to kick off the first episode with a special edition featuring a Salesforc...
[Webinar] Data-Driven Excellence: Altvia and Dakota Live Demo
Listen to the recording of Altvia and Dakota's, "Data-Driven Excellence," webinar that showcases the seamless integration between Altvia and...
[Webinar] Unlocking Deal Flow Success: Mastering the Art of Deal Sourcing
Whether you’re an institutional investor, fund manager, family office professional, or an aspiring dealmaker, this webinar will equip you wi...
[Webinar] The Power of Unified Data: Creating a Competitive Edge
Listen to Altvia’s webinar that explores what becomes possible when firms have a strategic vision on how to leverage data and technology as...
The Power of Data: Advantages of Data Lakes for Innovation and Impact
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, Jef...
Improving Investor Confidence: The Power of Expert-Level Support for Private Equity Platforms
In this episode of Altvia’s Preferred Return Podcast, Harold Klett, Altvia's SVP Global Services, discusses the benefits of partnering with...
Dakota + Altvia: Eliminating Stale Data with a Centralized Private Equity CRM
In this episode of Altvia’s Preferred Return Podcast, Gui Costin, founder and CEO of Dakota, returns to discuss Dakota's upcoming partnershi...
OnboardingBridge: Bridging the Gaps of Investor Onboarding
Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Tim F...
The Power of Consistency, Transparency, & Company Culture
Welcome back to Altvia’s Preferred Return Podcast! In this episode, our host and Chief Strategy Officer, Jeff Williams, sits down with Gui C...