Preferred Return
Preferred Return
Jeff Williams
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 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. You can expect some original music too....
The 'Digital Collision' Coming for PE & VC
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.
Jun 17, 2021
1 hr 5 min
Sneaking Up On You
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.
Apr 15, 2021
44 min
Waiting on the World to Change
In this episode, we're 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.
Mar 18, 2021
52 min
Applications of AI in Private Equity
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.
Feb 16, 2021
32 min
The Art of Virtual Fundraising
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.
Feb 16, 2021
52 min
Own Your Edge - Introducing Preferred Return
"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
Feb 16, 2021
52 min