The CFO at a private capital firm may not be the one logging in daily, but they’re absolutely the one deciding whether your platform gets...

new report: The big story is that GPs aren't just buying software anymore - they're investing in and co-building the infrastructure they'll run on as the industry scales past the next $13 trillion in AUM. 

Andre discusses the opportunities for technology firms when the markets go sideways.

7 Messaging and Content Strategies to Grow your WealthTech Brand

Anyone who works in the investment management business, and private capital in particular, knows that the industry can be quite idiosyncratic.  It has distinct buying processes, a specialized vocabulary, unique organizational structures, and highly analytical stakeholders.  There are a lot of very smart, highly focused people in the business.  Across the back office, investment teams to the IT folks, this group is challenging to market to. They’re discerning buyers with littl

Learn how to craft a compelling value proposition and positioning statement to stand out, attract customers, and drive conversions.

Buyer personas are a critical part of marketing to the private capital industry.

good content marketing for invest-tech is of paramount importance