Reimagining Investor Relations in 2024

I am writing to you from Scottsdale, AZ. I’m here attending Factright’s DD conference, meeting lots of great people and, as always, learning more about our industry.

Earlier this month, I met up with Jud in Orlando, FL for Kingdom Advisors’ conference. We spent time with independent fund managers, financial advisors and various financial advisor platform providers.

My biggest takeaway from both of these events is the critical role Mammoth Technology plays in helping firms curate alternative investments that align with their clients’ values and interests and then streamlining the paperwork processes around those investments.

Here’s an overview of February’s Alternative Universe Newsletter:

1. Reimagining Investor Relations in 2024

2. Alternative Universe Podcast: February Round-Up

3. Release Notes: February 2024

4. Baby Mammoth

5. Where You Can Find Us

Reimagining Investor Relations in 2024

Most of us expect information right away. Considering that the internet is always in our pockets, and if Apple has their way via their new Vision Pros, right in front of our eyes, it’s not surprising that clients and investors want information immediately. In the world of alternatives, where many investments aren’t reporting valuations outside of pdfs, financial advisors and fund managers can easily feel the push to modernize their data.

Fund managers in particular face the challenge of reimagining their investor relations strategies to adapt to a digital-first world all while prioritizing transparency and maintaining connections with portfolio companies and shareholders. To meet this demand, fund managers are turning toward technology.

Click here to view some of the top strategies shaping the future of investor relations today.

Alternative Universe Podcast: February Round-Up

I’ve been having a lot of fun talking to people in our industry on our podcast.

Here are direct links to the episodes that launched this month:

New episodes are released weekly on Tuesdays. You can find each episode on Spotify and Apple Podcasts, as well as a video version on Youtube.

If you know of someone that should be on our pod, I’d love an introduction. Feel free to reply to this newsletter, it hits my inbox directly. Looking forward to hearing from you!

Release Notes: February 2024

This month, our development team focused on building, testing, and improving the onboarding module that aims to simplify onboarding, reduce errors, and facilitate a more efficient and organized approach to managing investor subscriptions.

For a detailed list of all updates, including infrastructure improvements, feature additions, and bug fixes, check out our complete list of Release Notes: February 2024.

Connect With Us ✈️ 

Here’s where you can find at least one member of the Mammoth Team. If your plans align and you're also planning to attend any of these events, please respond to this email so we can coordinate a time to see you!

🗓 Factright’s DD Conference, February 26-28, 2024, Scottsdale, AZ

🗓 Orion Ascent, March 12-15, 2024, San Diego, CA

Mammoth Wins - Baby Mammoth

This month might be the most exciting Mammoth Wins edition yet.

During the first week of February, our team grew by one new member as Jessi Robbins, our VP of Platform Services, and her husband Chris welcomed a beautiful baby girl. 

We are so excited for the Robbins Family and thankful for a healthy mom and baby. 

Congrats Jessi & Chris!

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Thanks for taking the time to read this month’s edition of Alternative Universe. See you next month!

Steve, for the Mammoth Team