Insights

Scaling a portfolio management firm comes with its fair share of challenges. It’s no secret that as businesses grow, the complexity of operations can quickly spiral, creating bottlenecks that...

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...

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...

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...

“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...

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...

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...

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...

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...