altvia.com

So no matter what business you’re in, you gotta figure out how you’re gonna manage your books, how you’re gonna manage your people, and how you’re gonna manage your customers. We’re talking about private companies, they’re not public, they’re not disclosing financials, And I think things resolve at a place where they’re going to get that information, or they’re going to move to places where they can get it on demand. You’re really taking that information and using it to tell a story about how you’re differentiated, or to use tactics that actually differentiate you and what you may not be, talking as much about in terms of which LPs you’re targeting.

The winners that emerged are the firms that embraced fundraising software and data-driven deal-making, but with a strategic approach. Effective fundraising software can isolate these prime capital raisers quickly Your fundraising software should help you isolate which introductions lead to the most return on investment. Your tools and data should deliver a measurable advantage Fundraising software and data-driven methods are not a silver bullet, but these tools can give firms a measurable advantage.

Our hope is to bring together the best and brightest across the industry to discuss best practices, the trends they’re seeing, and how firms are using technology to gain an edge in the market – raising funds faster, generating outsized returns, and delivering a world-class experience for LPs. He helps define terms like “Impact” and “ESG”, makes a compelling case for why it’s so interesting, shares what market leaders are already doing to be ahead of the curve, provides help on how to develop an ESG plan, and we marvel at the role technology is likely to play in the transformation into a modern, multi-dimensional investment management continuum that — in his own words — is mind-blowing. “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. Our hope is to bring together the best and brightest across the industry and have them share best practices, trends they’re seeing, and how firms use technology to gain an edge in the market.

The traditional “customer service” model of CRM systems once again makes overly-simplified assumptions about the customer relationship when applied to private capital markets. The foundational elements of a private capital markets CRM must be built such that they accommodate this data (like we discussed above), but so too that it can accommodate additional supporting data that investors (customers!) need in the context of service. While I happen to believe Excel is still the greatest software application ever built, its introduction to this value chain we’ve discussed herein actually creates the problem many firms suffer from: key data needed to provide customer service (again: effectively the entirety of a firm’s reports and analysis) is now in disparate systems and detached. If you’ve hung in this long, you know that by focusing on your CRM, you have the data that’s required to manage the customer relationship and the technology-driven experience through which that information is shared to create a differentiated and opportunistic customer experience.