Family offices tackle reporting challenges  AltaReturn was quoted in a recent Private Asset Management article on the challenges family offices face in reporting.  You can download the full article here. The rise of multi-generational client families and the growing interest in direct investments has increasingly made reporting a challenging area for the family office space. Andre Boreas, the former chief investment
Blog, Family office
July 10, 2018

Letter from our founders

Letter from Rey and Custodio This year we are celebrating the 10 year anniversary of AltaReturn.  It has been an incredible journey and we could not have done it without the best team, clients and partners in the business.  For this we are truly grateful. Ten years ago, we realized that GPs did not have access to the proper technology
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European PE returns highlight continued strong performance The final returns are in for 2017 for private capital strategies.  LPs are seeing strong IRRs from both distributions as well as valuations (a double-edged sword no doubt.) European private equity has shown no signs of Brexit trepidation as portfolio company exits continue to look strong.  Venture Capital struggled somewhat in terms of
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Case study: Socius Family Office One of the things we love to see here at AltaReturn is the efficiencies our clients gain in their back office once up and running on the AltaReturn platform.  Case in point: Socius Family Office. Socius is a growing multi-family office managing significant assets for a number of successful individuals and their families.  Socius came to
Blog, Family office, Performance
Why VDRs are a poor choice for LP reporting In the beginning… …there were envelopes, stamps and the U.S. Postal Service to send out notices and statements to LPs.  Not quite efficient nor cost effective, but it worked.  Then came email, and investor’s inboxes became full of attachments that had to be download and organized somehow to keep track of
Blog, Investor Portals
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February 19, 2018

Small Bumps, No Potholes

Small Bumps, No Potholes You have to think there are some very happy LPs out there. Despite calls for the end of the most recent bull cycle for the private capital markets, performance continues to chug along, despite some bumps in the exit road.  Returns across private equity, venture and real estate remained strong through the third-quarter of 2017 according
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Note: Our own Eric Faw, Director of Professional Services, has overseen many successful implementations of AltaReturn’s platform across a wide range of clients – both big and small.  If there is someone who knows what it takes to get the job done, Eric is that person. So, you’re thinking about a new Accounting/CRM/Investor Portal for your firm.  You’ve possibly even
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5 Things We Think Will NOT Happen In Private Equity This Year Happy New Year! As is so often the case for the start of a new year, predictions for what will happen over the next 12 months are a plenty.  So, in the spirit of things, we wanted to offer a few of our own views on the private
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Family Offices Step Up Direct Investing – But Not Without Challenges  Private equity and family offices seem like a perfect union. With many families having their roots in the entrepreneurial success of their founder, it only seems natural that they would gravitate to an asset class where private company value creation is its cornerstone.  The statistics bear this out, with
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Performance and fundraising are up. So, investors seem to have everything they need, right? 17.0%  9.3%  13.6%.  These are the pooled returns over the 1, 3 and 5 years ending 6/30 for the Cambridge Associates U.S. Private Equity Index.  In fact, for every vintage year from 2007 to 2015, the pooled return has posted double digit performance.  We can pretty
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