Bite Investments

Efficiently onboarding your investors is crucial for closing your next fund on time. ⏳💼 But do single-solution fundraising and onboarding tools truly help? 🤔 In the latest edition of Bite Stream Insider, Charles von Moll, Head of Bite Stream, explores why relying on separate CRMs, data rooms, e-subdoc, compliance, and distribution tools might be slowing you down—and costing more than you think. Read the full blog via the link in the comments. #Fundraising #InvestorOnboarding #PrivateMarkets #Efficiency #TechSolutions

Proud to see our CIO, Anna Baráth, CFA, representing us at Private Equity International’s Women in Private Markets Summit last week. The panel delivered an inspiring discussion on allocating to private equity during uncertain times and the role of technology in shaping the future of private markets. Thank you to PEI for having us!

🌟 We’re honored to be featured in Celent’s latest report, profiling 22 platforms reshaping how wealth managers, family offices, and HNW investors navigate the alternative investment lifecycle—from discovery to subscriptions and post-investment operations.   As the wealth management industry increasingly turns to alternatives for diversification, inflation hedging, and higher returns, technology is playing a vital role in making private market investments more accessible and efficient.   Thank you Celent and Chris Bendtsen for recognizing our efforts to empower wealth managers with integrated solutions to unlock opportunities in private markets.   📖 Access the report here: https://lnkd.in/ez2mtbCW #alternativeinvestments #softwaresolutions #privatemarkets

We’re proud to see our CIO, Anna Baráth, CFA, featured in the December edition of Private Equity International.    As a past honoree of the Women of Influence in Private Markets list, Anna continues to drive thought leadership in the alternatives space and joins four other trailblazers who have featured on the list over the years to answer the question: “What innovations could help further unlock the private wealth channel over the next five years?” While technology is naturally a key focus, check out the article below for Anna’s full perspective. 👇   #PrivateEquity #WomenInFinance #Leadership 

Three key cycles are aligning to create an ideal investment environment for private market asset classes next year, says Schroders ✨ Fundraising, which had cooled after the pandemic boom, appears to be stabilizing, reducing competition and improving entry valuations. At the same time, advancements in generative AI and renewable energy are driving significant opportunities in technological innovation. Lastly, the economic environment is transitioning as central banks ease interest rate hikes and fiscal stimulus supports renewed growth, creating favorable conditions across asset classes. Private equity and real assets are well-positioned. Small and mid-sized buyouts offer compelling valuations, while venture capital thrives on AI-driven innovation. Real assets, particularly logistics and ESG properties, are gaining momentum. Meanwhile, private credit is unlocking income opportunities in infrastructure debt and specialty finance. Decarbonisation remains a focus, with private markets funding renewable energy, green hydrogen, and EV infrastructure, driving long-term growth and aligning with global climate goals. Check out the full outlook: https://lnkd.in/dkYFxtXy #PrivateMarkets #InvestmentOpportunities #Technology #PrivateEquity #Fundraising

"But a human empowered by technology is arguably even more trustworthy." ✨ A recent article from the CFA Institute explores how trust drives client loyalty in wealth management. Advisors who blend human expertise with technology build stronger relationships by enhancing transparency, communication, and real-time insights. As alternatives and private markets grow, trust will remain essential in navigating these opportunities. The future of wealth management lies in combining the human touch with tech innovation to meet evolving client needs. Read the full article: https://lnkd.in/dCxGwAid #WealthManagement #ClientTrust #DigitalTransformation #Innovation

🍁 Happy Thanksgiving to our incredible clients, partners, followers and team! We are truly thankful for your trust and support, and the digital innovations driving the progress toward full operational sufficiency. Wishing everyone a season filled with gratitude, new opportunities, and quality time with loved ones. 🍂 #HappyThanksgiving #DigitalInnovation #BusinessGrowth #EndToEndSolutions

Last week, we were thrilled to have our Managing Director, Eran Fabian represent us at Aztec Group’s inaugural Leaders in Private Markets Summit in New York. 🎬 Speaking on the panel “Top Gun – turbocharge your investor experience” he joined industry leaders to explore how fund managers are redefining their approach to meet evolving investor demands. Key themes included the need for seamless investor journeys as alts attract a broader audience, the rising demand for transparency in data and reporting, and the importance of robust infrastructure powered by top talent, trusted providers, and integrated technology to navigate today’s complexities. The future of private markets demands innovation, agility, and focus on delivering value, with technology playing a pivotal role. Together, we can reach new heights. ✈️ #PrivateMarkets #InvestorExperience #Innovation #BiteStream #LeadersInPrivateMarkets

🚨 Are you ready for FinCEN’s 2026 AML regulations? With new regulations taking effect in 2026, Registered Investment Advisors (RIAs) and Exempt Reporting Advisors (ERAs) face significant compliance challenges. Our latest Bite Stream Insider article breaks down how firms can future-proof their compliance strategy using the PPT framework: People, Process, Technology. ⏳ The 2026 deadline may seem distant, but early action ensures compliance, reduces risk, and positions your firm for future growth. Link to the full article in the comments. #FinCEN #AML #Compliance #InvestmentAdvisors #FinancialRegulations #PrivateMarkets

📊 Key takeaways on the evolving private credit landscape from Dechert LLP's Global Private Equity Outlook 2025: - Private equity firms are increasingly relying on private credit for portfolio financing, refinancing, and corporate borrowing. With 63% of fund managers globally using private credit, its agility and sustainability make it a preferred solution—even as market dynamics shift. - APAC leads in private credit use (75%), despite its smaller market size. - Liquidity challenges persist, with unfavorable conditions expected into 2025. - Top barriers: securing buyers at desired valuations remains the biggest challenge. While fund managers foresee a potential decline in private credit usage next year, its role as a financing solution remains vital. Dechert emphasizes the importance of closely monitoring private credit trends and adopting strategies to help firms thrive through uncertainty. As private markets evolve, robust platforms like Bite Stream enable managers to deliver the seamless investment experience investors now demand—building stronger connections and accelerating results. 📖 Read more on Preqin: https://lnkd.in/dXyQ5iiD #PrivateMarkets #PrivateCredit #AlternativeInvestments #InvestorEngagement #AssetManagement