Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Why Your Pitch Deck Fails
The pitch deck’s role is to spark interest and build confidence—not to close the deal outright. Leave space for curiosity.
Blue Vault’s performance data includes research on 12 equity-focused interval funds. Which fund had the highest average distribution rate based on most recent fillings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Since 2015, which year did tender offer funds tracked by Blue Vault exhibit the lowest average debt-to-total-assets ratio?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Blue Vault Publishes Fourteen Q2 2025 NTR Performance Reports
Blue Vault will publish 36 Nontraded REIT Individual Performance Pages for Q2 2025.
Stay informed about alts
Subscribe to our free emails
Recent News
Investor Relations and New Investment Processing
Investor Relations and New Investment Processing June 22, 2023 | David Fisher | Phoenix American New investment processing is all about efficiency and accuracy and an...
The World’s Empty Office Buildings Have Become a Debt Time Bomb
The World’s Empty Office Buildings Have Become a Debt Time Bomb June 23, 2023 | Natalie Wong, John Gittelsohn, Jack Sidders and Shawna Kwan | Bloomberg In New York and...
Silicon Valley, Calif., Office Vacancy Surging
Silicon Valley, Calif., Office Vacancy Surging June 26, 2023 | S&P Global Market Intelligence Vacant office space is piling up in California’s Silicon Valley as...
Using Your CRM To Help Build Advisor Relationships
Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re...
What is Document Custody for Private Investments?
What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and...
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles May 12, 2023 | Amy Small | UMB When managers of private funds decide to launch a strategy as a...
More articles…
American Elm and Phoenix American Announce Partnership to Deliver Turnkey Access to Retail Investor Capital for Alternative Funds
The partnership reflects the synergy of American Elm’s managing broker-dealer services and Phoenix American’s fund…
Cantor Fitzgerald Launches Cantor Fitzgerald Sustainable Infrastructure Fund
“…We are excited to bring to market one of the first SEC registered interval funds that primarily focuses on private infrastructure investments managed by leading institutional investment managers providing access to a timely asset class which looks positioned to benefit from secular infrastructure trends,” stated Jay Frank, President of Cantor Fitzgerald Asset Management.
Adam Larson: Rising Cost of Materials & Labor
In this clip from the webinar, “What’s Inflation Doing to my Nontraded REIT Portfolio?”, Adam Larson (Cottonwood Communities)…
Hines Global Income Trust Acquires Self-Storage Portfolio
Hines, the global real estate firm, today announced that Hines Global Income Trust (“HGIT”) has acquired a self-storage…
Marketing Teams Aren’t Immune To Inflation
Marketing Teams Aren’t Immune To Inflation July 14, 2022 | Marketing Intent Inflation – it’s all across our economy and affecting almost every part of our lives, including our marketing teams. If you’ve been searching for marketing candidates, you’ve probably noticed...
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
