PE Stack by Holland Mountain’s Post

Thank you for sharing our exciting announcement with Hollyport Capital, PE Stack by Holland Mountain! Hollyport has engaged Canoe Connect to automate its alternative investment document collection workflow and Canoe Intelligence to systematise its data extraction processes. The firm will also leverage Canoe’s API to integrate with Holland Mountain Atlas for downstream data needs. #AltsSmarter

We are very honored to be listed by PE Stack by Holland Mountain as key solution for the Private Equity space. ValueWorks.ai helps to private equity funds to achieve better insights in their portfolio companies, faster identify value creation potentials and achieve the full value potential. Therefore, ValueWorks.ai provides guardrails for data-driven management embedded in the software, delivers right KPIs, management-ready visualizations, build-in benchmarks and recommendations automatically generated by artificial intelligence. #privatequity #privateequityfunds #artificialintelligenceforbusiness #advancedanalytics #businessintelligence #businessinsights #valuecreation

With the ongoing commercialization of more diverse AI services, I believe "fine tuning" as a theme is going to be a higher priority on the minds of end consumers. Training data behind core LLMs are a black box, but how are tech vendors using specialty data to enhance and filter out noise in the inferences they produce? FactSet's Portfolio Commentary has been a breakthrough in generating nuanced attribution summaries for wealth and asset management institutions. Calibrated not only with premier content sets, but also 25+ years experience of performance and alpha decomposition. All in isolated instances to securely interpret client portfolio results into source-linked commentary at scale. Excited to see the next iterations! https://lnkd.in/d-2tRMUX

Moving forward with #AI is more than just a thought, it’s a commitment to change.

Check out this great example of an end-to-end GenAI ops implementation from FactSet, featured in the #data_AI_summit keynote by @pwendell which is now available on demand!

Data usage 'a wave that's been building for the last decade and is now starting to crest'. 'Massive opportunity' to automate and predict business development: Mondaq's Richard Anderson. https://hubs.la/Q0309vcG0

FactSet demonstrates how the right tools and mindset can drive substantial transformation. 🌐📈 FactSet, a leader in financial data and analytics, aimed to elevate their tech teams' skills to stay ahead. With Pluralsight, FactSet: — Saw a 20% increase in prompt efficiency, saving 1580+ hours over 3 months 🚀 — Completed 1300 Skill IQs 📊 — 90% of learning engagement on technical subjects happens on Pluralsight 🎓 Check out the full case study here to see how FactSet leveraged our platform to boost innovation and maintain a competitive edge: https://plrsig.ht/4bQLBPh Looking for more information surrounding our platform, please don't hesitate to connect with me 😁 #GenAI #AI #SuccessStory #Pluralsight #FactSet

🚀 **Transform Your Data Strategy with DataSync!** 🚀 Data programs have a bad reputation—they're slow, costly, and often lack sponsorship unless you have a Chief Data Officer with a big budget. The endless debates on who owns the data strategy, the reluctance to tackle data governance, and the daunting task of improving data literacy make it seem impossible. But believe me, there's always someone ready to support you on this journey. Introducing Blackstone DataSync —designed with your needs in mind. We recognised the primary reasons for data program failures: they take too much time and effort and often lack the necessary expertise. That's where DataSync shines, offering solutions to these common challenges. 🔹 Instant Accelerator: Delivering a 3-year data quality strategy in just four weeks! 🔹 AI-Powered: It connects to multiple applications, understands data, and creates and executes data quality rules. 🔹 Real-Time Integration: Built on Kafka infrastructure, ensuring data consistency across all systems within seconds. Imagine installing DataSync between your applications in as little as a day. It profiles your data, implements quality rules, and refines outcomes within the first week. No complex rules, no ETL layers, and no need for a data architect, analyst, or engineer. With DataSync, eliminate data inconsistencies and lengthy programs. Boost your organization’s productivity by up to 40%! And this is just the beginning. Blackstone DataSync is developing a fully integrated data co-pilot to enhance your organisation’s data access, literacy, and effectiveness. 👉 Discover more about how DataSync can revolutionise your data strategy: https://lnkd.in/ebb4YjZz For a personalised conversation on DataSync, email ovo@blackstonedatasync.com. #DataSync #DataStrategy #AI #DataGovernance #ProductivityBoost #BlackstoneDataSync

WealthFeed $2M funding round for AI-driven financial advisory growth. #WealthFeed has successfully closed a $2 million funding round, paving the way for the launch of its revolutionary AI-powered money-in-motion platform. This innovative platform is designed to redefine how financial advisors expand their market presence and client base, leveraging cutting-edge predictive analytics and artificial intelligence. The funding round includes significant investment from Thicket Group Ventures and leading executives across the Registered Investment Advisor (RIA), Investment Banking, and Private Equity sectors. With the investment, industry veterans Justin W. and Joe Jolson are set to join WealthFeed’s Board of Directors, bringing a wealth of experience and insight to the company's strategic direction. WealthFeed introduces a dynamic money-in-motion prospect database, enabling advisors to pinpoint high-converting prospects with unprecedented precision. This tool is set to revolutionize prospecting by offering real-time identification of potential clients experiencing significant financial events. Beyond prospecting, the platform enriches existing client databases with financial data and provides alerts about money-in-motion activities. This feature aims to enhance client retention and unlock new asset aggregation opportunities, ensuring advisors can effectively respond to client needs and market movements. By democratizing access to AI and big data, WealthFeed is positioned to significantly impact the financial advisory landscape. From solo practitioners to national RIA firms, the platform offers a scalable solution to longstanding challenges in organic growth, client retention, and wallet-share expansion. This funding round marks a crucial step forward in integrating advanced technology within wealth management. WealthFeed's approach to leveraging AI for proactive financial advising could set new industry standards, encouraging further innovation and adoption of technology-driven solutions. Want to stay up to date with the market? Here my newsletter: - Linkedin: https://t.ly/s541W   - Substack: https://lnkd.in/dzfGJzmW

Data inconsistencies across providers can lead to significant headaches, given the need for data cleaning and reconciliations. Here's how we're solving this issue: At OpenBB, we optimize this process with the TET (Transform—Extract—Transform) pipeline. This method efficiently handles data from multiple sources, ensuring users spend less time troubleshooting and more time analyzing. Whether it's adjusting for pagination needs or navigating poorly documented APIs, OpenBB Platform handles it all. Its capability to standardize diverse data types into a single, coherent format means no more grappling with discrepancies in data structures or API quirks. It's all about making data work for you effectively and efficiently. Read everything in detail in our latest blog post by Igor Radovanovic and Darren Lee: https://lnkd.in/dhNt_QHH ✍ Interested to see how the OpenBB Platform can transform your data handling and enhance your financial analyses? Try it out today and experience a new standard in financial data processing. Try the OpenBB Platform now: https://lnkd.in/dz6Y9kes Let OpenBB streamline your data workflow so you can focus on what you do best — making strategic decisions. 🦋