John Melas-Kyriazi’s Post

Join us tomorrow for a deep dive into extracting portfolio insights and leveraging them to improve your VC firm's IRR. Save your spot --> https://lnkd.in/gamXhxi6. Kristian Marquez, CFA from FinStrat Management, Inc. will be walking through key metrics such as - CAC payback period - Growth rates - Rule of 40 - Net revenue retention

When people talk about personalization and customization, they're often referring to direct indexing. "We want to offer that multi-asset suite to investors so that they can think about this more holistically as part of their asset allocation mix." Manju Boraiah explains our approach in this Financial Planning interview. (Registration required.)

Looking forward to this conversation with Daniel Courtney, CPA, CMA in a few weeks to discuss the data challenges that inherently exist in using Excel and how Pereview Software can help!

We're looking forward to attending the Asset Finance Connect Summer Conference on Thursday 6 June. The conference is a great place to connect with industry peers and discuss ideas that help continue to drive our sector forward. Graham Lines and Cat Powell are also delighted to be taking part in the conversations and are speakers in the following sessions: ✍️ Asset Finance Case Study - SMEs, FSB and PGs: how lenders can better serve SMEs ⚙️ Driving efficiency in Asset Finance: A problem-first approach to enabling technologies #assetfinance #smallbusiness

Register today for the upcoming webinar How to Get the Most out of Your Real Estate Financial Model Data https://hubs.li/Q02xsZW_0 on Wednesday, May 29, at 1:30 p.m. CDT. This webinar will delve into how you can do more with less effort by: ➡️ Exploring how complex financial models affect asset and portfolio managers’ day-to-day ➡️ Understanding the causes of common bottlenecks ➡️ Seeing how an investment management platform can streamline the reporting process even with the most complex financial models Register now! #realestate #assetmanagement #Pereview

This is going to be a great session with Danny and Max, both industry experts with a large list of industry leading investment management firms in attendance sure to drive a powerful dialogue amongst industry peers. Looking forward to these powerful new webinars from the team that truly get into the trenches of what a true day in the life looks like for asset, fund and portfolio management. #assetmanagement #realestate #privateequity #cretech #businessintelligence #bewareoffrankensteinsoftware

🚀 New Blog Alert: Optimising Data Management Beyond Excel 📈 Dive into our latest blog where we explore key findings from Northern Trust's global survey of 300 asset management firms. Discover how the industry is shifting focus towards product quality, data accuracy, and the adoption of advanced technologies. Learn how firms like Max Matthiessen are transforming their investment product universe management with Kidbrooke’s innovative platform, moving away from manual spreadsheets to refined, automated solutions, creating improved efficiency and investor trust. 👉 Read the full blog to find out how you can elevate your data management strategies! (link in comments) #datamanagement #investmentmanagement #assetmanagement #kidbrookeoNE #fintech #financialanalytics

As a real estate agent and investor dedicated to staying ahead of the curve, I'd like to share Pillar Markets, a tool that is reshaping commercial real estate. Pillar's Direct Deal Marketplace connects top-quality sponsors and professional investors, setting new institutional standards and streamlining the investment process. They also have an impressive analytics software suite which automates enterprise data management from asset & portfolio management through investor relations. It's exciting to see such advancements transforming our industry, making investment management more intuitive and connected. #RealEstateTech #PillarMarkets #CREInvesting #InnovationInRealEstate #RealEstateInvestment #InvestmentStrategy #RealEstateInnovation #ottenheimergroup #bairdwarner #residentialrealestate #commercialrealestate #chicagolandrealestate #glenviewrealtor #bairdwarnerglenview #chicagolandrealtor #chicagolandrealestateagent

📈 📊 Every single company has areas they need to improve....don't hide them when raising capital. 🤥 When you're raising capital the companies whose investor decks paint a picture everything is roses 🌹 , perfect 💯 , and up and to the right ↗ are actually the companies who often struggle to find capital. You see the investor deck is just a gate to move to the next step in the process. The next step is a 'data room' where investors will be analyzing the raw data to make their own conclusions. They will find areas your company needs to improve, every single time. Would you rather your deck say these are the areas we need to improve and here is our plan to improve them? Or would you rather have the investor find those areas themselves, draw their own conclusion, and most importantly no longer trust anything you presented? Remember, investors are investing for outcomes in the future, not what happened in the past. They just use the past to make data informed decisions about the future. They just need to understand you have a believable plan to fix the places that didn't perform well in the past.

Are you looking for smarter ways to manage your investments and grow your wealth? Discover the power of Fininvestify! Our suite of investment options, portfolio management tools, and performance analysis features can help you make more informed decisions. Take control of your financial future today! Visit our website at www.fininvestify.com to get started. #InvestmentManagement #FinancialPlanning #WealthGrowth