We’re proud to share the latest in PEVCtech’s periodic series on the tech and analytics stack of investment management firms. We’re fortunate to interview Jonathan Sun, Founder of Horizan VC, a structured finance company. David Teten: What is Horizan VC? Horizan VC is a structured finance company based in the UK, utilizing a debt/equity instrument...
[Continue Reading]Deep Dive: Hypercore.ai, the operating system for non-bank lenders
We’re now launching the first in a series of Deep Dives into companies which help investors accelerate alpha and grow. For this inaugural Deep Dive, we are not being paid by the company. However, we may in the future be paid to profile companies which I think are interesting and our community would benefit...
[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]The Investment Manager of the Future
What does an investment management firm look like, if you redesign it based on first principles and based on the true “jobs to be done” of an investment manager? That’s what we’re working on building at Versatile VC. We outline below the five characteristics that will differentiate the winning investment management firm of the future:...
[Continue Reading]What Are the “Jobs To Be Done” of an Investment Manager?
Most money managers think their main job is generating alpha, but they are wrong. We discuss the real “job to be done” of an investment manager. If you ever studied disruptive innovation formally, you know the pattern. In many industries, low-end disruptors take hold at the bottom of the market and then work up to...
[Continue Reading]The Macro Trends Forcing Change on the Investment Management Industry
Power in the investment management industry is shifting to Money Holders from Money Managers, driven by several major economic, social, and political trends. Collectively, these are an irresistible force meeting a moveable object: the traditional asset management industry structure. We highlight below five key trends impacting our industry: 1. As women and millennials become key allocators,...
[Continue Reading]Asset Management Is a Peculiar Industry Ripe for Disruption
“One summer day, probably in the 1870s, friends of a major short-seller got together on the shores of Newport, Rhode Island, where they admired the enormous yachts of New York’s richest brokers. After gazing long and thoughtfully at the beautiful boats, the short seller asked wryly, ‘Where are the customers’ yachts?’” Jason Zweig, in his...
[Continue Reading]What is the Best CRM and Marketing Tech Platform for a New Private Equity/Venture Capital Fund?
One of the first decisions we had to make in setting up our new VC fund, Versatile Venture Capital, was our CRM and marketing technology infrastructure. I’m very interested in the tech stack of private equity/VC firms, both to improve the efficiency of Versatile VC and also as a focus area for our investing. I...
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