PE Firms Adopting Tech for Operational Excellence

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I joined Ontra five years ago believing PE operations were ready for technology-driven automation. In today’s fundraising market, that’s truer than ever: firms that adopt the right technology will see massive returns on that investment and outpace the competition. It’s time for PE firms to become operationally elite.

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ICYMI: LP expectations are changing in 2026. Trust is no longer built on performance alone. It depends on how a firm operates when volume rises, timelines compress, and scrutiny increases. In a recent conversation, Jeffrey Smith, Principal Account Director at Ontra, shared what will set firms apart this year: • Scalable infrastructure that holds up under pressure. • Standardized workflows that reduce risk and inconsistencies. • Practical use of AI that improves reliability and efficiency. The next competitive edge is operational excellence. Hear more from our leadership team: https://lnkd.in/g_MfvyUS

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