Modern Capital: The Private Markets Podcast

Conversations with leaders building the infrastructure of private markets.

Modern Capital: The Private Markets Podcast is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Modern Capital: The Private Markets Podcast, a business show with 0 episodes published.

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  Episode #22

  Harald Collet: Who Wrote That Spreadsheet Formula?

  Jul 27, 202653 min

  Private credit grew faster than the infrastructure built to monitor it. LPs are still reconciling loan agency notices, compliance certificates and financial statements by hand, out of spreadsheets held together by Excel formulas nobody currently employed can explain. The operational risk is real, and for some of the world's most important institutional investors, it's now front and center. Harald Collet's answer isn't a standard. He's betting that private markets data will never standardize the way public markets did. So he built Alkymi to absorb the mess, rather than wait for the industry to clean it up. The clients putting that bet to work are sovereign wealth funds, insurance companies and pension funds - with collectively over $20 trillion in AUM - for whom getting data 45 to 60 days ahead of the CIO is the difference between monitoring risk and discovering it. In this episode of the Modern Capital Podcast, Harald and Marc cover: Why private credit requires hundreds of data points per loan and why that number will never standardize What it actually takes to move a monitoring workflow off spreadsheets and into production Why every effort at common data formats in private markets hits the same wall The Forward Deployed Engineer model for getting firms through the change management they can't staff themselves Why Excel isn't going away and why it was never supposed to be the reporting platform "These were young hopeful professionals that were sold on the dream of joining a glamorous firm, and they were essentially processing PDFs in the shared email inboxes for the first 18 months of their time at the firm... And we thought, this is a terrible way to work." Private credit needs real data infrastructure. The asset class is only growing and the mess is only getting bigger. The firms still waiting for a standard are running out of time.

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  Episode #21

  Joan Kehoe: We've Been Here Before... But Not This Fast

  Jul 10, 20261h 6mS0

  <p>Fund administration was born in a world where a GP's entire LP base could fit in a small conference room. That world is gone. </p><p>Now it's being asked to handle 500,000 investors. The subscription docs, data workflows and staffing models were never built for this. Neither was the technology underneath them.</p><p><br>Joan Kehoe watched this transition happen once before. In 2006, hedge funds were running on infrastructure built for a different era, with quarterly cadences, manual processes and legacy platforms too embedded to move. She built the company that fixed it. Data transparency. Daily reporting. The w...

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  Episode #21

  Joan Kehoe: We've Been Here Before... But Not This Fast

  Jul 10, 20261h 6m

  Fund administration was born in a world where a GP's entire LP base could fit in a small conference room. That world is gone. Now it's being asked to handle 500,000 investors. The subscription docs, data workflows and staffing models were never built for this. Neither was the technology underneath them. Joan Kehoe watched this transition happen once before. In 2006, hedge funds were running on infrastructure built for a different era, with quarterly cadences, manual processes and legacy platforms too embedded to move. She built the company that fixed it. Data transparency. Daily reporting. The work the large administrators wouldn't touch. She sold that business, then spent five years rebuilding hedge fund servicing from inside JP Morgan, the hardest five years of her career. Legacy technology plus legacy process plus an organization that size is a different problem than building from scratch. Then she watched the same pattern begin again in private markets and founded Alchelyst to fix it. The difference this time is pace. The industry has to move faster than it did in 2006 - and for once, the tools exist to do it. In this episode of the Modern Capital Podcast, Joan and Marc cover: Why hedge funds in 2006 are the exact template for private markets now The evergreen problem: why funds built for 50 institutions cannot simply scale to 500,000 investors What AI agents actually do to the fund administration staffing equation and what they cannot replace How the merger with Lyra Client Solutions (Apollo's spun-out LP servicing team) creates a full-stack from pre-trade through post-trade Whether fund administration consolidates to three or four dominant platforms - or stays distributed "The reason we set up Quintillion was recognizing there was room to do it quicker, smarter, better. And that all resonates with today. But what's really different now is the pace. The pace at which you can effect and have to effect change now is completely different than it was 20 years ago." Joan built this infrastructure once. The question is how fast it happens this time.

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  Episode #20

  Amit Gairola & Griff Norville: Customer Obsession Comes to Private Markets

  Jul 3, 202642 minS0

  <p>Private markets grew for decades without obsessing over the investor experience. </p><p>A few hundred GP names mattered, and they competed on one number: returns. There was no pressure to care about reporting quality, data timeliness, or what it felt like to be on the receiving end of a quarterly PDF.</p><p><br>That era is over.</p><p>Amit Gairola spent a decade at Amazon, where every decision came back to one question: what does this do for the customer? He brought that question to private markets and built Daphne, a permissioned data layer that makes s...

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  Episode #20

  Amit Gairola & Griff Norville: Customer Obsession Comes to Private Markets

  Jul 3, 202642 min

  Private markets grew for decades without obsessing over the investor experience. A few hundred GP names mattered, and they competed on one number: returns. There was no pressure to care about reporting quality, data timeliness, or what it felt like to be on the receiving end of a quarterly PDF. That era is over. Amit Gairola spent a decade at Amazon, where every decision came back to one question: what does this do for the customer? He brought that question to private markets and built Daphne, a permissioned data layer that makes straight-through data processing possible between GPs and the allocators, platforms and fund of funds that invest with them. Griff Norville is Co-Head of Innovation at Hamilton Lane, one of the largest allocators in private markets with roughly $1 trillion in assets under management and supervision - and both a backer and live user of Daphne. He's watched the industry evolve from one where delivering returns was enough, to one where a new class of investors brings expectations formed by public markets, consumer technology and the Amazon-era assumption that a good experience is simply the baseline. The problem they're solving is not subtle. "The uncomfortable truth in this industry — for all the growth we've had and the improvements that we've made — is that we still operate with PDFs and emails and cumbersome data rooms." In this episode of the Modern Capital Podcast, Amit, Griff, and Marc cover: Why private markets built its infrastructure around documents instead of data and why that logic no longer holds The difference between data extraction and straight-through processing, and what closing that gap actually requires Why standardization keeps failing - and why AI-powered translation may make it irrelevant How evergreen funds moving from quarterly to daily valuations are making the current system untenable What 401(k) access and secondary market growth require from data infrastructure before either can scale Private markets has to start treating its investors like customers. Delivering a great LP experience is becoming the new standard, and the infrastructure to make it possible is only now being built.

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