The Investor Experience Series Episode 5: Grayhawk Capital’s playbook for the investor experience
Do you wish investor portals weren’t so frustrating and time-consuming? Does pulling a distribution schedule or K-1s test your patience? Discover how Grayhawk Capital found a better way that was easier, and improved both efficiency, and increased transparency. Join Leib Bolel, of Grayhawk Capital, and Bryan Botha, of Ark, as they share a playbook that’s […]
The Investor Experience Series Episode 4: What does a complete solution look like at an affordable price?
Cornerstone Fund Services offers a complete solution at an affordable price. What does that look like from the standpoint of the investor experience their clients offer? A highly developed body of thinking, research and best practices have been accumulated on the “customer experience,” “user experience.” We have investor relations as a practice. But the “investor […]
The Fund Services Series, Episode 3: How employee-owned fund services win
In this episode of The Fund Services Series, Bryan Botha of Ark and Susan Gillick of Standish Management talk about how employee-owned fund services are winning in the market . Bryan Botha also discusses the new Ark fund operations platform that was announced last week.
The Fund Services Series Episode 2: Fund Administration Technology
Mike Trinkaus of 4Pines Fund Services, and Bryan Botha of Ark clear away the hype and nonsense around fund admin tech, and drill down on what the sweet spot for fund administration technology is, and what decisions industry leaders will be forced to make. Chris Gale 00:01 Welcome, everybody, to the Fund Services Series. This […]
The Fund Services Series Episode 1: Fund administration software in the era of recession
In the first episode of The Fund Services Series, Ark’s Head of Sales, Bryan Botha, discusses the following topics with Fund Services Advisor, Jay Maher: Whether hard times ahead will force decisions on fund services technology The key trends in fund accounting software and IT The pain points found in today’s private capital tech stack […]