Here’s the video from my interview this week with Jennifer Katrulya and Rush Olney of the Family Office Association . I discuss Coolwater Capital, how family offices are investing in venture capital, and current market dynamics....
[Continue Reading]Litan Yahav’s Single Family Office Tech Stack
We’re proud to share the next in AltsTech’s periodic series on the tech and analytics stack of investment management firms. We’re fortunate to interview Litan Yahav, founder, Vyzer. David Teten: Please give us an overview of your background and your entrepreneurial journey. I’m Litan Yahav, 41, married with three young boys (8,7,2). Born in the...
[Continue Reading]14 Tips on How to Sell to Private Equity and Venture Capital Funds
It’s hard enough to raise capital from VC, private equity fund, and family offices. How do you sell to them? I’m an investor in many companies which sell to these types of clients. I put together a cheat sheet with some of the sales best practices I’ve seen. I thought this would be helpful to...
[Continue Reading]Breakdown of a Multi-Family Office’s Tech Stack: Livian & Co.
We’re proud to share the next in AltsTech’s periodic series on the tech stack of investment management firms: Livian & Co., a wealth management/financial advisory boutique catering to the needs of US and international business owners and professionals since 2010. Michael Livian, CEO & Founder, was previously an Executive Director and Head of Asset Management at...
[Continue Reading]New York Angels’ Tech Stack
I asked Liz Lindsey, Executive Director of New York Angels, and Jon Zaikowski, Assistant Director, to share some details on New York Angels’ tech stack and use of analytics. HBS Alumni Angels of NY (which I founded) and New York Angels are the two biggest angel groups on the East Coast, to my knowledge. This...
[Continue Reading]Alternative Data 101 for Students and Professors
I recently met with a friend who’s an economics professor, who agreed with me that one of the best ways for rising academics to make a mark is to acquire and mine new data sets. I prepared for him a summary of resources to help students source and understand new, alternative data sets. If you’re...
[Continue Reading]