Episode 1 | Raisah Yusuf, Head of Client Service at 17Capital

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In this episode of Beyond the Fundraise, Atominvest's CCO Piers Evans is joined by Raisah Yusuf, Head of Client Service at 17Capital, to explore why Client Service has become a strategically important function.

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From building dedicated teams and winning internal buy-in, to navigating the data demands of today's LPs and the fast-moving technology landscape, Raisah shares practical insight from a career spent at the intersection of investor experience and operational excellence.

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Whether you're standing up a Client Service function or looking to sharpen the one you have, this conversation is packed with ideas from one of the industry's leading practitioners.

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Watch the full episode now!

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Summary

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• Why Client Service has become a strategic function
• A dedicated Client Service function frees up investment professionals, distribution and compliance teams
• Fundraising has become harder and more competitive across all GP strategies
• There is no single blueprint; the right Client Servicing model depends on firm size, investor base, and how the firm is already set up
• LP demand for data has shifted: timely, tailored reporting is now a competitive differentiator
• Technology is moving faster than most firms can evaluate it; the goal is scaling volume without scaling headcount
• Client Service has a bird's eye view of the full investor process, and that visibility is a strategic asset for reinvestment

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Here's what we cover:

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‍1:12 | CHAPTER 1: Client Service as a Career

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• Career journey from IR Associate at a boutique fund manager to Head of Client Service at 17Capital
• A passion for project management and client service
• Client Service as the "conductor" of client engagement

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3:04 | CHAPTER 2: Why Client Service Matters Right Now?

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• Fundraising has become harder and more competitive across all GP strategies
• LPs are weighing far more than track record alone
• A dedicated Client Service function frees up investment professionals, distribution and compliance teams
• One coordinated voice for the investor - end to end
• Poor service directly affects the chance of LP reinvestment

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7:31 | CHAPTER 3: What Do Firms Need from a Dedicated Client Service Team?

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• No single blueprint - the function is shaped by firm size, strategy and investor base
• Operational focus vs commercial mindset - the team needs both
• The right model starts with asking: what do our investors actually need?

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10:54 | CHAPTER 4: Meeting Evolving LP Needs

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• Timely, tailored reporting is now a competitive differentiator
• Ensuring data is accurate and easy to access is vital
• Software implementation and tech stack decisions are increasingly strategic

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13:40 | CHAPTER 5: AI and Technology in Private Markets

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• The technology landscape is evolving faster than most firms can evaluate. Strong partnerships with suppliers and peers are key to help navigate
• The right tech supports higher volume without scaling headcount
• Building vs buying: both paths require significant resource investment

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17:44 | CHAPTER 6: Common Challenges Facing IR and Client Service Teams

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• Investor experience: expectations are rising and vary significantly by LP type
• Cross-departmental collaboration: getting consistent buy-in and workflow
• Validation: client service is still a relatively new, evolving function

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About Atominvest

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Atominvest is a leading technology provider for private markets asset managers, offering a unified software platform that streamlines investor relations, AI-powered portfolio management, and compliance workflows. With over 150K users globally and more than $5 trillion in AUM supported, Atominvest powers investor and portfolio operations across private equity, private credit, venture capital, real assets, and asset management firms.

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Schedule a demo today. ‍

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