India as An Investment Destination
India remains an attractive investment destination for the right reasons: its growing share of global GDP; the significant amount of investment necessary to support such growth; and its large population and young demographic that remain a rich source of consumer demand. The country continues to strive for globalization, efficiency, and socio-economic reforms with positive outcomes […]
Delivering on the Promise of AI
AI’s potential: Speedier decisions, deeper analytics, and a transformed future through successful AI-driven digitization.
Rethinking Investor Relations Tech
This roadmap for Investor Relations technology will ultimately assist IR leaders in comprehending the evolving needs of their clients and providing an exceptional client experience.
And The Next InvestTech Unicorn Is…
Unicorns are mythical beasts. In the VC world, they are high growth startups that achieve $1bn+ in valuation. In the investing world, a unicorn is an..
When Diligence Goes Digital
Defining the Digital Diligence Moment: When the investment management industry no longer depends on emails, multiple Word documents, and PDFs to exchange diligence information, and instead asks, “Can you DV it?” i.e. when DiligenceVault becomes a verb 🙂 Why digitize? Digitization makes information storage structured, access easy and analytics possible. It enables institutional memory. Digitization […]
Delivering in the Experience Economy
Future economic growth lies in the value of experiences and transformations–good and services are no longer enough. Joseph Pine of Columbia and James Gilmore of UVA argue in HBR article that businesses must orchestrate memorable events for their customers, and that memory itself becomes the product: the "experience". There’s plenty evidence of this in the […]
Building a Data Legacy for Your NextGen
Given the significant investments of time..
Process Matters – Workflow Technology Empowering People
Process Matters – Workflow Technology Empowering People
Women Leading Investment Management & Tech
As an entrepreneur at the intersection of Investment Management and Technology, I experienced unconscious gender biases when we started pitching the DiligenceVault platform to users and investors. Our ability to succeed despite these biases inspired this blog and research around women-led investment offices, asset managers, and InvestTech / AssetTech firms. It’s been both educational and […]
The Rise of Integrated InvestTech
Almost one year ago we published our first blog on InvestTech. Over the past year we have seen significant development in this dynamic space. The universe has consolidated as some firms have been acquired, others have merged, and a few have ceased operations. Salient strategic transactions include: Blackstone, CPPIB and GIC form a consortium to […]