Preferred Return

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 demo prepared so you can effectively compare vendors. Why leveraging technology and data is crucial for firms to differentiate. What red flags to look out for when evaluating vendors.

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: Improve response time to LPs, and even anticipate needs! Gain prospecting insights to make the biggest impact at the right time. Build meaningful relationships with the power of an industry-specific database. Streamline communication across your broad base of LPs. How to fundraise smarter.

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.