Leveraging our vendor database and expertise to support client strategy and product selection initiatives.

Los Angeles, CA
Joined May 2018
Replying to @pfasolutionsllc
@pfasolutionsllc, @Oxanepartners, @Palico, @allvuesystems, and more- see the latest from these vendors in our weekly vendor news digest! News categories cover deal activity, partnerships and integrations, vendor whitepapers, and others. Learn more here: tinyurl.com/32h9zp8h
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GP Middle Office Selection - New Report Out Now! Attitudes toward Portfolio Monitoring & platforms that serve this area continue to evolve. Our latest report, produced with the support of @Untap_pe, shares our advice for buyers. Learn more here: lnkd.in/gkeq4inv
Chronograph, @Burgiss, @worldfavor, @altvia, and more- see the latest from these vendors in our weekly vendor news digest! News categories cover deal activity, partnerships and integrations, vendor whitepapers, and others. Read it here: bit.ly/3T4PQgR
Replying to @affinity__crm
@Affinity, @diligend, @thisiscolmore, Maestro, @Preqin,@icapitalnetwork, & more- see the latest from these vendors in our weekly vendor news digest! Categories cover deal activity, partnerships & integrations, vendor whitepapers, & others. Read it here: bit.ly/3B7DI70
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In this month's Product in Focus Series, we examine the universe of GP portfolio monitoring platforms and identify key considerations for firms evaluating solutions in the space: bit.ly/3JTB3AM
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Did you put off updating your tech stack in 2021? Did an onslaught of tasks in the new year stop you? Let us help you get back on track. Learn more on our website: pestack.com #fintech #procurement #PEStack
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After working with a variety of firms, we put this article together to offer some clarity on how firms can best balance #privacyconcerns against #valuegains for email ingestion. Read the piece here: bit.ly/31ZbZHJ
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We have a new office location!
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We are excited to welcome Calvin Smith as a new consultant for our growing team! Calvin's favorite pastimes include data warehouse configuration, data visualization, and traveling.
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Recent vendor news: @alkymi_inc welcomes Head of Channel Joseph Sacchetti @HollandMountain opens 1st N. America Office @Affinity welcomes Talent Acquisition Specialist Kari Connell @cartainc raises $500M Series G with CartaX Platform Full details here: bit.ly/3ycsn2a
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Replying to @StateStreet
@StateStreet announced that it will acquire @gomercatus, a front-and-middle-office solutions and data management provider for private market managers. Learn more here: bit.ly/2WpvkiD #privateequity #realestate #fintech #fintechnews
Which is the best portfolio monitoring platform?" As Tim Friedman outlines in this @IHSMarkit interview, successful product selection starts w/ understanding of individual requirements to assess alignment w/ platform features. Watch it here: bit.ly/2UafWWC
Check out PE Stack's founder and Maestro's Senior VP Amy Newlan's predictions about the future of the private equity industry in this collaborative @TheMiddleMarket opinion piece: bit.ly/3wQOnz7
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