Lisa Aldape’s Post

🌟 NEW SERIES ALERT 🌟 Hear from our VP of Private Equity, Matt Carothers, on how software development can impact #EBIDTA across an investor's portfolio. This is Episode 1 in our new KMS series, "PE Perspectives". Stay tuned for more insights to help navigate the world of private equity and M&A! #PE #Privateequity #investment #softwaredevelopment #techindustry

🚀 Bringing the Efficiency of Deep Tech to Investor Onboarding 🚀 UVC Partners is invested in game-changing companies like Flix and Aleph Alpha—so why should investor onboarding be stuck in the past? With Vestlane, they have aligned the operations with the innovation we back: ✅ Tailored, self-explanatory steps for each investor  ✅ No redundant questions—only what matters  ✅ Instant data room access for thorough due diligence  ✅ A completely paperless process—saving time and trees! 💬 "Vestlane made onboarding as simple as opening a bank account in 2024," says Dr. Alexander Huber, CFA, CFO at UVC Partners. Now, the investors of UVC Partners enjoy the same efficiency and innovation they expect from their portfolio. #InvestorOnboarding #VentureCapital #Efficiency #PrivateMarkets

What do VCs look for when investing in a company or product? Our General Partner Saad Siddiqui and Joseph F. of Emergence Capital shared their valuable insights when they spoke with Armon Petrossian and Jay Satish from portfolio company Coalesce.io. #venturecapital #VCs #investmentnews

Premier Miton Investors embarks on Managed Portfolio Service venture. Ian Rees. Jonathan Willcocks. Premier Miton has launched a managed portfolio service, in an attempt to gain a piece of the growing model portfolio services (MPS) market. Check out Linus Uhlig's latest article 👇  https://incm.pub/3S662Qr #investing #assetmanagement #wealthmanagement #finance

Today, Guillaume Michelet, our Head of Product, took the stage at SuperReturn CFO/COO to showcase how Domos FS is driving #DigitalTransformation in alternative investments. From simplifying fundraising and automating investor reporting to streamlining daily operations, Guillaume showed how Domos FS is empowering fund managers to work smarter, reduce risks, and scale efficiently. If you couldn’t attend his session, don’t worry! We’d love to offer you a personalized demo to explore how our solutions can support your operations. Contact us to learn more! #SRCFO #AlternativeInvestments #Fundtech #FundManagement #InvestorRelations #PrivateEquity

Just like an iceberg, at Goba Capital, the true magic happens beneath the surface. Above the waterline, you can see: - Innovative financial strategies - Expansive global reach - Personalized solutions But beneath the surface, there's so much more: - A diligent and agile team working in unity - Collaborative client partnerships forging lasting success - Customer-Centric Service committed to your financial journey At Goba Capital, we're not just about what's visible. Our financial solutions ranging from $3M- $100M are driven by expertise and teamwork, all while building strong partnerships with our clients. Dive deeper into the Goba experience with us and discover how our team goes above and beyond in your financial journey. #GobaCapital #FinancialExcellence #UncoverTheDepth

CoreVest was active in the first quarter with $326 million of fundings across our bridge and term products. With healthy distributions channels, we look forward to what we will achieve, including with our recently established joint venture with CPP Investments | Investissements RPC ! #GrowWithCoreVest #CoreVest #RWT #RealEstateInvesting #RealEstateInvestors #RealEstateFinancing #CPPInvestments

Equity is universally viewed as the go-to asset class for long-term wealth creation. However, the biggest problems investors face are choosing the appropriate equity instrument and developing a framework to evaluate and choose from the selected equity instrument. To solve these problems, we at Dezerv have built the Equity Revival Strategy (ERS). The ERS is a Portfolio Management Service (PMS) of mutual funds that aims to control the downside and deliver outperformance during market upcycles. Here’s a quick rundown of how we approach equity investing and overcome the challenges most investors face in this space. #Dezerv #EquityRevivalStrategy #CreateWealth

We were thrilled to announce our new partnership with InvestorFlow at our inaugural #ValueCreationSummit yesterday! Thanks so much to Todd Glasson, CEO at InvestorFlow, along with Eric Putler, Sarah Tuff and the entire team for your partnership. This collaboration integrates Equilar's real-time executive intelligence with InvestorFlow's deal management capabilities, delivering a cutting-edge solution for financial services firms. Learn more about the partnership and how to streamline your deal pipeline in the comments below. #Equilar #ExecAtlas #InvestorFlow #financialservices

We are delighted to share that Hamilton Lane has become a strategic partner and investor in Daphne; they join our existing investors Apollo Global Management, Inc. and Motive Partners. Daphne was founded with a mission to transform the fundraising process for alternative assets by enabling straight-through data processing between asset managers and their distribution partners. Read more here: https://lnkd.in/epW-yxtV #alts #alternatives #assetmanagement #fintech