We’re happy to share the latest in PEVCtech’s series profiling how investment managers are using AI, tech, and analytics to generate alpha. We’re fortunate to interview Susan Akbarpour, Managing Partner, Candou Ventures. Susan is the founder of multiple SaaS platforms. She serves on the boards of several AI startups and nonprofits, including the KQED Public...
[Continue Reading]Simplectica Long/Short Hedge Fund Tech Stack
We’re happy to share the latest in PEVCtech’s series profiling how investment managers are using AI, tech, and analytics to generate alpha. We’re fortunate to interview Jordan Thaeler, Cofounder, Simplectica. David Teten: Please give us an overview of your firm. Simplectica is a long/short systematic fund based on proprietary mathematics in the area of Brownian...
[Continue Reading]Founders Edge: How we quantitatively assess founders’ odds of success
I’m excited to share the latest in PEVCtech’s periodic series on the tech and analytics stack of investment management firms. We’re fortunate to interview Greg Raiz, Founder of Founders Edge VC, and Jess Lynch, Partner. Founders Edge (fka Raiz Capital) is a member of the most recent Coolwater Capital cohort of emerging venture capital managers....
[Continue Reading]Video: Best Practices for Using AI in Family Offices
I was honored to present to Digital Evolution Institute at the Global Family Office Governance and Technology Summit at Fordham University, on how the most tech-savvy family offices are using AI, Tech and Analytics. ...
[Continue Reading]The Future of VC Models and the Portfolio Diversification Game
I recently did a podcast interview with Michael Oliver Weinberg, CFA. For three decades Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. Most recently he was a Managing Director, Head of Alternative Alpha, on the Investment Committee and a board member at APG, a...
[Continue Reading]How to Configure a CRM for an Investment Management Firm
I’m surprised at how many emerging managers launch without a CRM, just a shared spreadsheet. I strongly recommend use a proper CRM from day one. For advice on which to use, see What is the Best CRM and Marketing Tech Platform for a New Private Equity/Venture Capital Fund? Your goal should be to add ALL...
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