Insights

Article by Sumit Mahajan, Chief Product Officer . As someone who has spent years navigating the fast-paced world of alternative investments, I’ve seen first-hand how firms struggle with one...

Cybersecurity isn’t just a challenge. It’s an opportunity. At PBI, we see it as a foundational pillar of our broader infrastructure strategy, enabling businesses to operate confidently in an...

At Portfolio BI, strong leadership and innovation drive our success, and Ewelina Obrzut is at the forefront of this vision. As Managing Director and Global Head of MSP, Ewelina plays a...

By Jonathan White, CEO of PBI . In today’s data-driven world, few things are more critical to a company’s success than the way we manage and leverage information. At PBI, we recognize that data...

January 6th, 2025 – Portfolio BI (PBI), a leading provider of SaaS and management solutions for the alternative investments sector, is pleased to announce the appointment of Michael Dittenhoefer as...

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...