September 2023
WELCOME TO OUR MONTHLY NEWSLETTER.
This newsletter is designed to serve as your primary source for navigating the world of Client/Deal Relationship Management platforms and how they can support your alternative investment ambitions.
This month saw the release of major new features to the DealBridge.ai platform.
Highlights:
Exciting Announcement: Introducing Deal Insights - Revolutionizing Deal Relationship Management with AI
We're thrilled to share groundbreaking news from DealBridge.ai! Our latest innovation, Deal Insights, is set to transform the landscape of Deal Relationship Management (DRM) and revolutionize how deal professionals analyze and make decisions in the private market and alternative investment space. Read the full press release here.
What is Deal Insights?
Deal Insights is not just another AI platform - it's your smart deal assistant. Leveraging cutting-edge Language Models, we've developed a powerful tool that understands your queries and responds with human-like insights. Whether you're exploring IP Litigation Finance, Venture Capital, Private Equity, Private Credit, or other alternative investments, Deal Insights has you covered.
Key Features:
Data Security and Confidentiality
We understand the importance of data security. DealBridge.ai stands out by ensuring your data's confidentiality. Each user's information remains secure within their white label, meeting the highest privacy compliance standards.
Rollout and Availability
Anticipation is building! Deal Insights will be rolled out to our esteemed clients in the coming weeks. We're committed to providing you with a comprehensive, accessible tool that transforms deal analysis.
Monthly Market Roundup
Higher interest rates are creating a favorable environment for credit hedge funds as they capitalize on the growing divergence between leveraged companies, with credit funds showing strong performance in the first half of the year and expectations for even better results in the second half, driven by exploiting differences between issuers and hedging against credit market movements, especially as interest rates continue to rise.
Private credit has experienced significant growth, with projections of global private debt assets reaching $2.3 trillion by 2027, driven by sponsored middle-market direct lending, though challenges from rising interest rates and weak M&A activity have emerged, with regional bank failures having less impact than anticipated, while nascent retail investor interest and add-on acquisitions are becoming driving forces in the sector's growth.
Private equity investments in the tech services sector have seen significant growth, with key considerations including the Rule of 40 threshold for valuation, the importance of revenue growth over margin growth, and the focus on performance rather than multiple expansion for returns, emphasizing the need for careful evaluation of business models and service portfolios in this sector.
Recommended by LinkedIn
Assessing private market opportunities amid financial volatility, it is observed that vintage years with lower fundraising tend to outperform crowded ones, suggesting the benefit of investing more in less crowded vintages, although timing allocations can be challenging due to practical constraints, emphasizing the value of steady commitment pacing and diversification across vintage years to reduce risk in constructing a private markets portfolio of funds.
In Case You Missed It
The Inspiring Story of DealBridge.ai's Founding
In 2018, Josh, was working at iCapital. While immersed in the world of alternative assets and private market funds, he couldn't help but notice the absence of technology in facilitating the due diligence process. This realization sparked his curiosity, and he began to wonder why the firm's due diligence team hadn't embraced the power of technology to streamline their search for the best private market assets. Read more.
Seamlessly Controlling Your Data and Connecting Systems with DealBridge.ai
In today's rapidly evolving business landscape, data is the lifeblood of-successful organizations. The ability to effectively control and leverage data, while seamlessly connecting various systems, is crucial for maximizing efficiency and driving growth. That's where DealBridge.ai comes in. By harnessing the power of OpenAPI, DealBridge.ai empowers businesses to effortlessly manage their data and seamlessly connect with the systems they rely on. In this blog post, we'll explore how OpenAPI in the DealBridge.ai platform offer a robust solution for controlling data and fostering integrations with various SaaS software. Read more.
You Asked, We Answered
What is the role of financial advisors in the future of alternative investments?
The future of alternative investments is an exciting and rapidly evolving landscape. As we explore new opportunities to help individuals build diversified portfolios and achieve their financial goals, it's important to consider the role of financial advisors and other intermediaries in this equation. In response to a community question, we dive into this topic and shed light on how financial advisors fit into the future of alternative investments. Read more.
Important Information / Disclaimer
The material herein has been provided to you for informational purposes only by DealBridge.ai. This material is the property of DealBridge.ai and may not be shared without the written permission of DealBridge.ai. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of DealBridge.ai.
This material is provided for informational purposes only and is not intended as and may not be relied on in any manner as legal, tax, or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase, or a recommendation of any interest in any fund or security. You should consult your personal accounting, tax, and legal advisors to understand the implications of any investment specific to your personal financial situation. This material does not intend to address the financial objectives, situation, or specific needs of any individual investor. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors.
This material may contain forward-looking statements. Forward-looking statements include, but are not limited to, assumptions, estimates, projections, opinions, models, and hypothetical performance analysis. Forward-looking statements involve significant elements of subjective judgments and analyses, and changes thereto and/or consideration of different or additional factors could have a material impact on the results indicated. Due to various risks and uncertainties, actual results may vary materially from the results contained herein. The information contained herein is an opinion only, as of the date indicated, and should not be relied upon as the only important information available. Any prediction, projection, or forecast on the economy, stock market, bond market, or the economic trends of the markets is not necessarily indicative of the future or likely performance. The information contained herein is subject to change, incomplete, and may include information and/or data obtained from third-party sources that DealBridge.ai believes, but does not guarantee, to be accurate. DealBridge.ai considers this third-party data reliable, but does not represent that it is accurate, complete, and/or up to date, and it should not be relied on as such. DealBridge.ai makes no representation as to the accuracy or completeness of this material and accepts no liability for losses arising from the use of the material presented.
The manner of circulation and distribution of this document may be restricted by law or regulation in certain countries. This document is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any locality, state, country, or other jurisdiction where such distribution, publication, availability, or use would be contrary to law or regulation. Persons into whose possession this document may come are required to inform themselves of, and to observe, such restrictions. It is the responsibility of the recipient of this document to comply with all relevant laws and regulations.
Products offered by DealBridge.ai are typically private placements that are sold only to qualified clients of DealBridge.ai through transactions that are exempt from registration under the Securities Act of 1933 pursuant to applicable regulations. An investment in any product issued pursuant to a Private Placement, such as the funds described, entails a high degree of risk, and no assurance can be given that any alternative investment fund’s investment objectives will be achieved or that investors will receive a return of their capital. Further, such investments are not subject to the same levels of regulatory scrutiny as publicly listed investments, and as a result, investors may have access to significantly less information than they can access with respect to publicly listed investments. Prospective investors should also note that investments in the products described involve long lock-ups and do not provide investors with liquidity.
© 2023 DealBridge.ai. All Rights Reserved.