Preferred Return

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.

We 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.

Investor 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.

Join 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 mostly underexploited lever in the industry and it's proving to be a core source of competitive advantage for firms that are open to challenging the status quo.

In 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.

We'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 matchmaking will always be made up of a healthy balance of human-based relationships supplemented with technology, and few placements agents have embraced technology's role like TritonLake has.

Join 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 more modern, tech-driven operating model.

Mike 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 don't typically scale up to solve the same problem for larger firms, but the spirit of these components in this process does. If you're not following a similar process, let it serve as a warning that Mike is probably sneaking up on you, too.

In 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 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. Listen to me agreeing with him as — with actual mind blown — I realize we're talking about something completely different and much bigger than I could've comprehended, even having heard him say it before.

Private 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.

Private 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.

"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 differences, raising capital and deploying it is actually more similar to a sales process than it may seem