Topgrade Limited’s Post

Maximize capital formation and deployment and optimize your investor experiences with InvestorFlow, the choice of 25 of the top 50 global investment managers. Our decades of experience working with leaders in the private markets industry provides you with best-in-class solutions to: ▶ Grow your AUM faster by unveiling firm-wide relationships with AI-enhanced insights from your CRM. ▶ Drive repeat investment through proactive stakeholder management, automated cadences, and flexible data roll-ups. ▶ Stay ahead of your competition by accelerating transaction velocity with integrated third-party data and deal flow automation. ▶ Improve fund performance & accelerate decision-making with a live picture of your AUM. ▶ Simplify your reporting with automation, delivering instant, accurate reports on any account, prospect, or asset. Learn more here, and book your demo of InvestorFlow today: https://lnkd.in/gWXm92z #privatemarkets #capitalformation #investorexperience 

NEW POST on Laudale's insights page. This is the first edition of our new Q&A feature. We'll interview those leading innovation and transformation across a variety of industries. I enjoyed interviewing Tom and learning about InvestEngine and his role as Head of Platform. Here, he touches on trends in the Wealth & Investment market, blockers to change in traditional firms, and gives kudos to YouTubers! Link in comments. And, if you'd like regular posts like this, sign up to our regular Digital Transformation Bulletin (link also in comments). #transformation #innovation #wealthmanagement #fintech #investmentmanagement #financialservices

🎉 We’re excited to announce the launch of our new AI-powered tools at PitchBase! Introducing the Investment Meter: a game-changing feature that rates "investability" based on key metrics. Designed to empower investment analysts and funds, this tool provides precise insights to make faster, smarter decisions. 🔍 Let’s reshape the way we analyze opportunities—data-driven, efficient, and innovative. #PitchBase #InvestmentAnalysis #AIforInvestors #VentureCapital #PrivateEquity #Innovation #FinanceTechnology

Unlock a world of superior data and tools designed to empower investors of all sizes. Our interactive dashboard provides a captivating experience, enriching your data investigation and deepening your understanding of the field. Explore a variety of investment choices, portfolio management utilities, and performance analysis functionalities to efficiently oversee your wealth. With Tradnovate, you have access to the most advanced terminal, featuring a multitude of data sources and a comprehensive range of fundamental, technical, and quantitative methodologies. Experience the future of investment. Visit our website tradnovate.com and take your first step towards financial success! #Investing #FinancialSuccess #DataAnalysis #PortfolioManagement #TradnovateExperience

New data sources. New models. New strategies! Join us in hearing from Alisa Rusanoff, Crescendo Asset Management at QuantMinds International on unlocking the power of alternative data in finance. Learn modelling techniques and investment strategies for better decision-making and improved investment performance. See more speakers here 👉http://spr.ly/6044mIgPr #QuantMinds #quantfinance #modellingtechniques #ML #quantinvestment

intellimation.ai proud sponsors of InvestOps 2024- World’s leading Buy Side Operations Conference.We're excited to connect with peers to delve into emerging trends and exchange insights. #investOps #buyside #InvestmentOperations #intellimation.ai

We're excited to share that VectorVest CEO, Linda Royer, was recently featured in an insightful interview with Nasdaq TradeTalks. This is a must-watch for anyone interested in financial literacy and seeking deeper insights from industry leaders. #Leadership #IndustryInsights #VectorVest

Succeeding in volatile private markets requires integrated firm and market intelligence. Discover how the AI-powered Intapp DealCloud platform delivers connected, real-time insights and prebuilt reports that help accelerate deal closings and generate higher returns. Read the Private Equity Wire interview highlights: https://hubs.li/Q02YNsWh0

Having trained over 5,000 Enterprise-Level Sales Reps from over 90 countries...and having run my own sales teams, we see this all of the time. This generation of Sales Reps were "developed" to be Product Experts... vs. understanding the Customers business, priorities, financial impact of the seller's solution, and understanding how the solution aligns with the customer's plans. Now, with reduced customer budgets, sales reps and solutions are being reduced to commoditized offerings... driven only by procurement organizations. CRO's and revenue leaders are coming to us with one recurring request: "Help transition our Sales Team to a Customer Value/Customer Outcome sales approach." Been there, done that.

Peter Globokar shows us Dialllog.co's special take on CRM and Portfolio Mgmt. We really liked the pre-defined workflows that help with e.g. Due Diligence. 20min Youtube: https://lnkd.in/eBqcS9t3 Full StackGenius Profile: https://lnkd.in/ezYSzhZW #datadrivenvc #investtech #venturetech #venturecapital #venturedata #investmentstrategies #investmentdata