David Chan, MBA from MIT

At FP Transitions, we use the term "partnership" intentionally. While we can certainly help clients focused solely on financial aspects, what excites us most are firms seeking true partners who share their vision. That's our north star—building lasting partnerships. Watch the full discussion with James Fisher & Susie McEuen and Alicia Chandler from Oak Street Funding 👉 https://hubs.ly/Q02SFv5_0 #Mergers #Acquisitions #MergersandAcquisitions #Partnership #WealthManagement #BusinessGrowth #FPTransitions

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Venture debt volume is on pace for a record year as high-growth companies navigate the current #VC investment environment. With equity becoming more expensive, venture debt has proven to be a useful tool for late-stage #startups looking to fuel growth and extend their runway. Check out this new article from SVB’s Mike Devery + Kyle Larrabee for a quick overview of recent venture debt trends and tips on how to size a debt facility for your company: https://lnkd.in/gf7F2gbn

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📈 Enhance Your Investment Strategy with IAB Alerts! 📈 Leverage the power of real-time buy and sell alerts for stocks such as DraftKings Inc. and PetroHunter Energy. IAB’s sophisticated algorithmic analysis provides timely insights to help you make informed decisions and optimize your portfolio performance. 🔍 Learn more and sign up at www.iabadvisors.com #InvestmentStrategy #MarketAlerts #FinancialPlanning #IABAdvisors

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Check out our client, OptionMetrics, recent interview with the team from The Brew podcast in the post below. #OptionsTrading #Trading #Investing

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AUM of Bitwise Asset Management up over 400% this year. "This $5 billion isn't our money, of course. It's our clients. Amidst so many options, we're grateful to investors choosing to entrust us to manage it and work every day to earn that trust — and have for seven years. Bitwise is 85 people now. It's an incredible group. Why do we all chose to work in this space, vs somewhere else [that's easier]? We believe Bitcoin & public blockchains are one of the most important contributions to humanity underway now. New apolitical monetary assets. Incorruptible applications. Permissionless platforms. We think these things are important — on a historic scale — and will make the 21st century better than the last. We're motivated to help more people understand, to help clients safely participate in the opportunity, and to be a good actor supporting the ecosystem developing into its potential. We're proud and grateful for the trust this $5 billion milestone represents. It enables us to contribute more. We've never been more focused and excited about the work ahead. Thank you again to our clients, partners, and friends. Cheers to what's to come" Hunter Horsley, CEO at Bitwise https://lnkd.in/eYKBsSCN

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Value creation is the name of the game. On the Financial Innovations Podcast hosted by Daniel Villani, James Williams, Co-Founder of Next Level Financial, reveals how a CFO should be a value creator, not just a number cruncher. James is redefining the role, emphasizing the importance of capital allocation and value creation. Don't miss this episode for real business growth here https://lnkd.in/e_icHE5y #CFOInsights #CFORedefined #ValueCreation #StrategicFinance #BusinessGrowth #StrategicFinance

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Investor Relations is a jack-of-all-trades job. IROs must manage websites, coordinate earnings calls, track shareholder activity, and ensure the highest quality disclosure, transparency, and regulatory compliance. That's why we sat down with Edward Miller, Head of IR at Q4 and a seasoned industry professional, to discuss his experience using the Q4 Platform. Joining the conversation is Sam Bagazzoli, Q4's Head of Agency and Partnerships, who offers insights into how the platform empowers agencies to serve their clients better. Read the full interview ➡ https://lnkd.in/dPHEWQf2 #InvestorRelations #IRAgencies #CapitalMarkets #Agency

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Accel ventures further into secondaries, embracing heightened regulations. The firm follows suit with other major VC players like Sequoia Capital, Bessemer Venture Partners, Andreessen Horowitz, and Lightspeed Venture Partners. #Secondaries #SecondaryMarket #AlternativeInvestments #PrivateMarkets #Venture #VentureCapital #VC https://lnkd.in/gM2Syphc

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Exciting News Alert! Ledgex has just released a new blog post: "Unlocking Liquidity Insights: How Ledgex Empowers Family Offices, Endowments, and Foundations in Alternative Investments." Dive into the latest insights from Ledgex as we explore how our innovative platform provides liquidity management for family offices, endowments, and foundations in alternative investments. Discover how Ledgex's technology provides real-time liquidity insights, enhances decision-making processes, and optimizes portfolio performance in the dynamic landscape of alternative investments. Read the full blog post here: https://lnkd.in/e_e63gCa At Ledgex, we're committed to empowering our clients with the tools and knowledge they need to navigate the complexities of alternative investments and achieve their financial goals with confidence. Ready to unlock new possibilities in liquidity management? Let's connect and explore how Ledgex can empower your organization's success! #Ledgex #AlternativeInvestments #LiquidityManagement #Finance #Innovation Peter Cunha, Nicole Eberhardt, Brian Nickerson, Christopher McCoy, Wendy McCoy, John Kelly, PMP

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Tune into the latest interview from David Pierce of GPS Capital Markets on CNBC's Squawk Box with Arabile Gumede, where they dive into the US markets, the hard-hit tech sector, and high interest rates. 💲 "I think that this is a correction and this is a time for people to take a little bit of a breath," Dave mentions when asked if now is the opportunity to buy in given the big dip in the markets. #GPSCapitalMarkets #USeconomy #technology #interestrates #CNBC #SquawkBox

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Did you know FundPanel can streamline the collection of KPIs from portfolio companies? Aduro's proprietary platform, FundPanel, is built by fund administration experts to amplify our best-in-class fund managers. Clients love FundPanel’s KPI data collection feature, allowing managers to efficiently collect, visualize and analyze quarterly performance metrics across their entire investment portfolio. #fundadminstration #privateequity #venturecapital #vc

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Is growth investing a condition rather than a category? 💡 Joining this episode of Adjusted for Risk is Michael Sansoterra, CIO and Managing Partner at Silvant Capital Managment LLC ! Michael joined host Ryan Nauman to talk about why he believes growth investing is a condition, not a category, and why investors should focus on investing rather than trading… Is it time to look beyond the 9-box style? Watch the full episode to hear their insights >> http://spr.ly/6044mbvYI #Zephyr #investing #podcast #AdjustedforRisk

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U.S. VC funds saw a dramatic 60% decline year-on-year from 2022 to 2023. Samir Kaji, CEO at Allocate, shares a data-driven analysis on the state and future outlook of VC, spotlighting its impact on sectors like SaaS and AI. We're rounding up the takeaways: 🔑 From 2011 to 2021, SaaS multiples frequently reached 4x the 20-year average, leading to an unsustainable surge in 'unicorn' companies. 🔑 The significant downturn in VC funding has notably affected emerging managers and first-time funds, often due to decreased liquidity for high net worth individuals and family offices. 🔑 The VC environment is highly polarized; while the majority of funds struggle, a select few are quickly oversubscribed. 🔑 Despite a reduction in seed funding volume, companies securing funding are achieving larger amounts at higher valuations. 🔑AI continues to captivate attention and investment, outpacing other sectors in capital attraction. 🔑 The market presents a dichotomy where some companies face downrounds or shutdowns, while others flourish, supported by robust VC backing. 🔑 While the IPO pathway remains open, it's highly selective, posing challenges for companies lacking substantial growth. 🔑 Kaji remains optimistic about the innovation economy's potential, distinguishing between cyclical market shifts and the consistent upward trajectory of tech innovation. Read the full thread, "A Tale of Two Cities," for more: https://lnkd.in/g_6MHPYG #MarketTrends #VC

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BattleFin welcome Samantha Mait the Manager, Equity Data Management from Balyasny Asset Management L.P. to BattleFin Chicago, October 15-16th at the Hilton on the Magnificent Mile. Samantha Mait will be on stage for the Category Showcase, focusing on the evolution and power of Global Transaction & ClickStream data. Key topics include: The transformative impact of transaction and clickstream data Integrating these data types into investment strategies Insights into the evolution of data categories The future potential and challenges of leveraging this data Don't miss this opportunity to hear from her and other industry experts as we explore Alternative Data & AI for Financial Services in the Windy City. Check out the AGENDA & RSVP here: https://lnkd.in/eGF7wwPc #BattleFinChicago #AltData #ClickStream #TransactionData #FinancialServices #DataInnovation #InvestmentStrategies

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In the ever-evolving landscape of investment, Tracy A. McWilliams, General Partner at Inspire Global Ventures, keenly observes, “Democratization is happening now at an accelerated pace with more data available on private investments.” McWilliams’ insight underscores a pivotal shift in the investment paradigm: the increasing accessibility of private investment opportunities facilitated by advancements in technology and data availability. This blog delves into the implications of this trend, exploring both its positive effects and the challenges it poses for investors across the spectrum. #TLG #TheLoringGroup #PrivateInvestments #FinancialDemocratization #BigData #DataDrivenInvesting #Technology #Innovation #FinancialInclusion #InvestmentOpportunities #InclusiveGrowth #DigitalTransformation #FutureOfInvesting Read the full blog on our website: https://lnkd.in/dFEFqTzZ

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Here’s what you can expect on the next episode of the Private Equity Value Creation Podcast. This week, we’re talking to one of the largest PE firms: Thoma Bravo. Despite its size, Thoma Bravo has very focused investing criteria and performance benchmarks they use to measure success across their portfolio.  In this episode, we chat with Adam Solomon, Partner at Thoma Bravo, about how they use their wealth of experience and data to approach due diligence, revenue generation, and relationships with founders. Subscribe now so you don’t miss when the new episode drops tomorrow! 🔔 https://lnkd.in/eKSuC4xi

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Adam Solomon, a Partner co-leading Thoma Bravo's Explore team, recently joined the Private Equity Value Creation Podcast for a conversation with Shiv Narayanan. In the episode titled "How to Identify and Scale High-Quality Software Companies," Adam shares insights on our investment approach and driving value creation with portfolio company management teams. ➡ Listen here: https://bit.ly/4a0kkrV

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