Insights

 Curated Articles & Insights from our Team

Blog Posts

The Evolving Landscape of Investor Concerns: From Portfolio-Level Metrics to Deal-Level Insights

Article by Johnathan White, Chief Executive Officer I recently had the opportunity to participate in a panel discussion that addressed some of the most pressing shifts in the private credit industry...

AI Washing: Navigating the Hype

Article by Sumit Mahajan, Chief Product Officer Artificial Intelligence (AI) washing has become an increasingly prevalent issue in the tech industry. This term refers to companies marketing their...

Portfolio BI announces appointment of new European Commercial Sales Director, Chris Cattermole

This week, Portfolio BI, a leading provider of SaaS and management support solutions to the alternative asset’s community, announced the appointment of Chris Cattermole to the role of Commercial Sales...

Unlocking New Potential: Axiom’s Alpha Milestone and PBI Vector’s Advanced Capabilities

“Our latest advancements in PBI Axiom and PBI Vector empower asset managers through seamless integrations with key providers in the ecosystem, and with unparalleled efficiency by leveraging machine...

How Portfolio BI’s Axiom, Vector, and Stratus Solve Critical Challenges in Financial Services

The financial services industry is under constant pressure to operate efficiently, manage vast amounts of data, and protect sensitive information in an increasingly complex and regulated environment...

Reflections on My First 100 Days as CEO of Portfolio BI

Following my first 100 days as Chief Executive Officer of Portfolio BI, I wanted to take a moment to reflect on my journey so far. Stepping into and leading a data ecosystem technology company that...

AI: Navigating the Private Credit Space

As the CEO of Portfolio BI, I am often asked questions about AI and what this means for firms operating in the private credit space. Here I summarize my thoughts, looking at the current landscape, the...

Data: Navigating the Private Credit Space

As part of our ongoing ‘It’s all about data’ series, I am exploring the many challenges that the Private Credit space faces. When it comes to the management of data itself, I find this one of the most...

How fund managers can succeed within the ever more competitive private credit market

We know that the private credit market is receiving a lot of attention right now. Potential benefits of a growing market include higher yields and diversification. However, the industry also comes...

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