The impact of #ManualDataProcesses on scalability in #PrivateCredit; "The reality is that the more manual and disparate the data workflow and sources are, the less scalable the manager's business will become, which was a lesson learned over a decade ago in the traditional #HedgeFund arena. #PrivateCreditManagers need to think longer term and build a roadmap for the business they will be in 5-10 years with more assets, higher competition (from banks and peers), more complex deals, and higher investor reporting requirements." Read Jonathan White's full article for more insights on the future of data management in Private Credit: https://lnkd.in/efSzyFH4
Portfolio BI
Financial Services
New York, NY 3,620 followers
It’s all about data. | PBI Axiom, PBI Vector, & PBI Stratus
About us
At Portfolio BI, it's all about data. PBI empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Our clients benefit from our integrated platforms, local technological expertise, seasoned financial experts, and off-the-shelf solutions. Over 175 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI’s technology for over 20 years. We don't just help you access, organize, and analyze your data; we help you act on it.
- Website
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https://portfoliobi.com
External link for Portfolio BI
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Enterprise Data Management, Security Master, OMS, PMS, Compliance, MSSP, IT Services, Cyber Security, Data Workflow, Data Analytics, Data Governance, Investment Technology, SaaS, and Private Credit
Locations
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Primary
110 W 40th St
Floor 3
New York, NY 10018, US
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30 Crown Place
London, EC2A 4EB, GB
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Balkanska 2
Belgrade, 11000, RS
Employees at Portfolio BI
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Greg Zinger
Lead Software Product Engineer @ Pporfolio BI & Owner of ZBit Inc.
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Shawn Brady
Gilder Gagnon Howe & Co. LLC
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Jonathan White
CEO Portfolio BI | Empowering Investment Managers to Deliver Performance Securely Through Leading Data Analytics and Infrastructure Advisory
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Ryan Wade
Project Manager at Portfolio BI
Updates
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In response to the recent CrowdStrike issue, causing blue screens on Windows 10 machines, Portfolio BI has acted swiftly to ensure our clients were unaffected. Our proactive monitoring confirmed all systems are secure and operational. Portfolio BI is consistently committed to maintaining the highest security standards and is always ready to tackle any challenges. #cybersecurity #MSSP #CrowdStrike #data
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“As the CEO of Portfolio BI, I'm often asked about the role of #AI in #PrivateCredit. The current landscape of AI is dominated by #GenerativeAI models, #NaturalLanguageProcessing, and #LargeLanguageModels. While tools like #ChatGPT and #CoPilot are advancing the conversation, true AI integration in Private Credit requires training models on industry-specific terminology. The journey is challenging but essential for progress.” PBI’s CEO Jonathan White shares his view here: https://lnkd.in/ecMCCVXE
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#AI presents a significant opportunity for #PrivateCreditManagers. By marrying various data sets, #ArtificialIntelligence can create adaptable and future-proof solutions for #DataManagement. However, even mature managers face challenges in integrating AI with legacy systems, underscoring the need for continuous #TechnologicalEvolution. As part of our on-going “It’s all about #Data series”, we will next address the question of AI. Keep an eye out for later instalments in our series, exploring why different challenges are important for #PrivateCredit managers and how to overcome them.
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There's only one week left to vote in the Private Equity Wire US Credit Awards 2024! Vote before July 19th using the link below: https://lnkd.in/enyiabsW Portfolio BI are pleased to have been selected as finalists in the 'Portfolio Management System of The Year' at this year's awards. Congratulations to all the finalists!
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It’s All About #Data #Innovation and #TechnologyAdoption are pivotal for #PrivateCreditFirms to thrive in 2024. Embracing advancements such as advanced #Analytics, #MachineLearning, and #AI can revolutionize deal sourcing, underwriting, and #PortfolioManagement processes.
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Portfolio BI are pleased to have been selected as a finalist in the 'Portfolio Management System of The Year' category at the Private Equity Wire US Credit Awards 2024. Please click on the link below to cast your vote for us by July 19th: https://lnkd.in/enyiabsW
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It’s All About Data Are you leveraging advanced #DataAnalytics and #AITechnologies? This enables firms to extract actionable insights, identify investment opportunities, and optimise #PortfolioPerformance.
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The team at Portfolio BI are pleased to have been shortlisted as finalists in the 'Portfolio Management System of The Year' category in the Private Equity Wire US Credit Awards 2024. Voting closes on July 19th, 2024, and Portfolio BI would be pleased to have your vote, which you can place via the link below. Congratulations to all our industry colleagues who have been shortlisted for this year's awards. We hope to see you at the reception in September. https://lnkd.in/enyiabsW
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"In a recent roundtable with #PrivateCredit #CFOs and #COOs, #FrontOffice technology adoption was cited to be a major challenge in the pursuit of a more seamless #Data experience across firms; something the industry will have to embrace with increasing assets and deal flow of opportunities being presented." It is clear to us that embracing #Technology is, therefore, vital for #PrivateCreditManagers to stay competitive. Read the full article to dive deeper into our exploration of how technology is shaping Private Credit management: https://lnkd.in/efSzyFH4