Dakota + Altvia: Eliminating Stale Data with a Centralized Private Equity CRM

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Preferred Return

Altvia

42 episodes

1 week ago

Preferred Return is your opportunity to learn from the brightest minds in both private capital markets alternative investments. Gain their insights, understand trends as they see them, and learn how they’re gaining an edge in the market. Each episode is packed and punchy to make sure you’re getting that preferred return. 656581

Investing

Business

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Investing

Business

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Dakota + Altvia: Eliminating Stale Data with a Centralized Private Equity CRM

Preferred Return

48 minutes 59 seconds

2 years ago

Dakota + Altvia: Eliminating Stale Data with a Centralized Private Equity CRM

In this episode of Altvia’s Preferred Return Podcast, Gui Costin, founder and CEO of Dakota, returns to discuss Dakota's upcoming partnership with Altvia, integrating Dakota Marketplace with Altvia's Private Equity CRM: AIM.

Gui also offers his insights on the current market trends, how leveraging a CRM for private equity and venture capital can grow your pipeline, and the limitations of AI in alternative investments.