article thumbnail

Financial Advisors – Managed Portfolio Solutions

Women Entrepreneurs Can

Managed portfolio solutions come in the form of a secure online platform that offers powerful tools to help financial advisors managed client portfolios. Cloud-based managed portfolios offer cutting-edge solutions to financial professionals, making their job much easier.

article thumbnail

Launching a Portfolio Acceleration Platform at a Venture Capital or Private Equity Fund

David Teten

I’ve recently advised a number of emerging private equity and VC funds who are wrestling with the question: What are the highest impact steps they can take to support their portfolio companies? . Almost every private equity and venture capital investor now advertises that they have a platform to support their portfolio companies.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Arif Bhalwani, CEO of Third Eye Capital, on the ‘Golden Age’ of the Private Credit Market

The Startup Magazine

TEC is one of Canada’s largest and most experienced private credit firms, specializing in providing asset-based capital solutions to companies that are underserved or overlooked by traditional sources of financing, primarily banks. The firm has made more than $4.5 You’ve called this era of private credit the “Reformation Age.”

article thumbnail

What Does the Post Crash VC Market Look Like?

Both Sides of the Table

This happens slowly because while public markets trade daily and prices then adjust instantly, private markets don’t get reset until follow-on financing rounds happen which can take 6–24 months. But I thought a better way of thinking about how we manage our portfolios is to think about it as a funnel. super size or super focus.

article thumbnail

4 Tips for Growing Your Investment Portfolio

The Startup Magazine

An investment portfolio acts as both a map of your current investments, as well as representative of your financial asset status. In simpler words, an investment portfolio is a summary of all your various investments. In fact, that is a common mistake which our first of these investment portfolio tips will address.

Portfolio 114
article thumbnail

5 Types of Loans to Help Investors Grow Their CRE Portfolios

ReadWriteStart

It isn’t difficult to find deals when building your commercial real estate (CRE) portfolio. CRE is one of the most lucrative portfolios , offering advantages over residential investments, although interest rates can be higher. For example, some investors may use multiple loan types to keep their CRE portfolio growing.

Portfolio 196
article thumbnail

Selecting the Right Software for Project Portfolio Architecture

The Startup Magazine

A portfolio is just a term for a collection of items. In project management, a portfolio is a collection of projects and programs. The goal of a portfolio is to create centralized administration and control. The goal of a portfolio is to create centralized administration and control. Financial management.