FTV Capital’s Post

PSG, a growth equity firm, and Golub Capital, a private credit manager, completed a $800m investment in Vista Equity Partners-backed LogicMonitor, a SaaS-based hybrid observability platform. You can submit deals you were involved with here: https://lnkd.in/d_Firwmh "We have secured one of the largest and most significant investments for data center observability management as we are a mission critical part of the AI race - in short, AI needs data centers and data centers need LogicMonitor. We are the connective tissue between AI and data center performance as we have the muscle, pedigree, and, most importantly, the data insights to advance the most important and life-altering AI initiatives. This funding round underscores our pivotal role in helping enterprises seize the future of data, automation, and intelligence," Christina Crawford Kosmowski, LogicMonitor CEO. LogicMonitor (led by Christina Crawford Kosmowski, Carol Lee and Yvonne Schroeder, JD, LLM, NACD.DC) was advised by Evercore and Morgan Stanley. PSG was led by John Marquis. Vista Equity Partners was led by Patrick Severson and Ryan Atlas. #MergersAcquisitionsDivestitures #PrivateEquity #ITServices #Technology

Our latest episode of In The Money, hosted by Rusty Sommer dives deep into the wealth tech revolution with industry visionary Joe Duran 🚀 Discover why having a strong brand promise and a seamless #tech experience are game-changers for advisory firms! Is your tech stack enabling you to deliver a unique client experience? 🖥️🤔  Let’s redefine success together. Tune in now! 🎧 https://lnkd.in/eqt9FaeG #WealthTech #Innovation #GrowthStrategies #InTheMoney

In Thrivent's latest episode of Advisor’s Market360™, they discuss the opportunities and pitfalls of investing in #AI-related companies 👉 https://lnkd.in/dXQS23_9

How is AI making an impact in private equity? https://okt.to/RENvgr In our next webinar with Private Equity Wire, Jourik Migom, Thoma Bravo's David Tse, Livingbridge's Steve Jones and Permira's Ben Rogers discuss ⤵️ 💡AI and in-house technology 💡Growth opportunities 💡Impact of disruptive tech on portfolio value creation 💡Deep tech and software assets Join us on April 18—and get the full industry report on these topics when you register above!

We recently partnered with Bill King and MoVi to support their due diligence. Our team conducted in-depth market validation, assessed opportunities, and provided strategic go-to-market insights, all aimed at empowering informed investment decisions. It’s rewarding to see our efforts help partners feel confident in their choices. We’re more than just tech operators; we’re dedicated partners in your journey to success! Have you explored any innovative tech investments lately? Let’s connect! #AIInvestment #DueDiligence #TechConsulting #JazzComputing #ClientSuccess

Brightwave just dropped a $15M Series A like it’s nothing—seriously, wake up if you’re sleeping on this one. Decibel Partners led the charge, with OMERS Ventures sliding in to seal the deal. This round? It’s not just a win—it’s a loud reminder that Brightwave is flipping the financial research game on its head, and everyone else is just trying to catch up. Props to co-founders Mike Conover and Brandon Kotara for building something that’s not just shaking things up—it’s straight-up shredding the old playbook. Four months since seed and already 4x revenue growth? Yeah, that’s not a typo. These guys didn’t come to play—they’re here to run laps around the competition. Brightwave’s platform isn’t some basic, plug-and-play nonsense. This is next-gen, AI-powered financial analysis that chews through data like a beast. SEC filings, earnings call transcripts, market news—boom, it’s all there, packaged up in real-time, actionable insights. No fluff, just straight-up gold for asset managers and financial pros who need to move fast. Want the full story? They’ve got you with deep-dive reports and interactive features to keep you ahead of the game. Even Decibel’s Alessio Fanelli couldn’t hold back: “Brightwave’s financial knowledge graph is transforming the way investors approach research and decision-making.” Translation: they're turning the firehose of financial data into a laser-focused stream of pure money moves. So yeah, congrats to Brightwave for bagging this $15M and reminding us all that they’re not just another fintech—they’re the future. Keep your eyes on these guys—they’re just getting started. #FinTech #AI #AIAnalysis #FinancialResearch #Finance #Data #AssetManagers #Innovation #Technology #TechEcosystem #SeriesA #VentureCapital #StartupFunding

I love this photo reel, especially the top one of my co-founders and dear friends, Neil Bage and Joy E. Lere, Psy.D., (Only missing is our other partner Meghaan Lurtz.) Future Proof has been a home for Shaping Wealth for 3 years now. Thanks to what Matt Middleton and Joshua Brown, and their remarkable teams, have built, we've made countless new friends while reconnecting with old ones. From the jump we've had a disruptive mindset, so it was easy to align with the Future Proof and Ritholtz families, who also refuse to live by old scripts. With each passing year, I've seen our message land better and more broadly. The wealth business is going through a low-key revolution driven by alternative mindsets, business plans, and technologies. There was an electric vibe at Future Proof this year driven by firms willing to break with legacy and lean into entrepreneurship and adaptation. For us, that has meant transcending the planning world's nice-sounding but empty phrases like "client-centric" and "goal-oriented" by plumbing the timeless qualities of our humanity in combination with the most leading-edge insights from modern behavioral science in order to engage financial advisors as the true servant-leaders they are, or aim to be. It has meant discarding old notions of education (as a cost center) and elevating new notions of learning (as an investment) as central to a firm's growth strategy. It has meant meeting people where they are while at the same time signposting where they might want to be. Who they want to be. So-called "human" advice starts squarely with human capital. It's as much luck as skill that has led me to run a company that is unique its ability to help the wealth industry invest in its human capital. To strive to become future-proof. What I love about this community is that it invokes the art of the possible. New ways to host events, manage money, advise clients, train advisors, scale technology, build connection, navigate complexity, and -- notwithstanding 30k 1x1 meetings and some fabulous parties -- find signal in the noise. See you in Miami.

In a context where buy-side firms are increasingly overwhelmed by data, how can it be transformed into Investment excellence?  StarQube is here to help, through our cutting-edge Front Office technology that covers the whole investment decision workflow, from data acquisition up to order generation. Want to know how? 👇 #Innovation #Finance #Fintech

My thoughts on InvestCloud, Inc. and their reimagined strategy announcement via Brooke Southall and RIABiz.com Since Brooke reached out, I've had more opportunity to think about this and my list of questions just grows...I feel like there's something missing, another shoe to drop yet. HIghlights: * InvestCloud brought in McKinsey & Company to do a full white sheet of paper review of their strategy. * The result is a rebranding (new colors, tag line, titles) that is completely innocuous. * The highlight of the new strategy appears to be that InvestCloud believes the future is #alternativeassets as part of #SMA #modelportfolios - all of which I think are well documented industry trends, and again, on the surface seems like the flag and apple pie. * However, 4+ years post merger, the SecurityAPL trading/connectivity assets are still an integration roadmap item for the InvestCloud advisor desktop - you would think that this block and tackling would be the first priority as it would get the existing models onto the desktops of their advisor clients (walk before you run). * Implementing alts into this is a whole different animal and presumably will require significant enhancement to the APL core...do they have the resources to do that and integrate with the advisor front-end...I don't know. * How does this impact Motive Partners holding in CAIS? Will InvestCloud be competing with a sister portfolio company? Or is there a way to combine the two to achieve the vision without causing unacceptable dilution to all the existing stakeholders? Bottom line...the initial announcement is #underwhelming but my #spideysense says that there has to be something else there...watching that space.

During last week's InvestOps conference, WBR Insights US published a report, "Embracing a New Operating Reality," featuring 200 global buy-side operations leaders. When asked about top strategic priorities guiding their tech and ops investments: 💠 More than half (54%) respondents said improving operational efficiency 💠 46% said controlling operating costs According to the report, "this translates into the need for a sound data foundation and streamlined processed and workflows in a multi-asset environment." The report goes on to say, "a lack of accessible, good quality data is holding firms back from seeing the big picture" with one firm offering the following insight: "Even though there is more access to data now, the quality of data has not improved. Achieving strategic priorities remains quite difficult." Firms need an accurate and complete view of their post-trade data using software like Axoni in order to meet these operational goals. Read more: https://hubs.ly/Q02qspSw0