Episode 2 | Danielle Candfield, Director of Client Services at Hg
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The views and opinions expressed in this interview are those of the contributor(s) and should not be taken to represent the views or positions of Hg or its affiliates. Statements are provided for general informational and discussion purposes only and should not be construed as investment, legal, accounting, or other professional advice. Statements contained in this interview are based on current expectations or estimates and are subject to a number of risks and uncertainties. Actual results, performance, prospects or opportunities could differ materially from those expressed in or implied by these statements and you should not place any undue reliance on these statements.
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In this episode of Beyond the Fundraise, we are joined by Danielle Candfield, Director of Client Services at Hg, to explore why Client Service has become one of the most strategically important functions in private markets.
From building dedicated teams and understanding the balance between relationship management and project management, to navigating the data demands of today's LPs and the fast-moving technology landscape, Danielle shares practical insight from 15 years at one of Europe's leading software and services investors.
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.
Watch the full episode now!
Summary
- The fundraise for the next fund starts the day the current one closes
- A dedicated Client Service team is thinking about LPs year-round, not just during a live raise
- Firms with a team dedicated to client success are better positioned for future fundraises
- Re-up rates have dropped sharply across the industry
- Hg's in-house data and AI expertise means the Client Service team can evaluate and apply new tools
faster
Here's what we cover:
0:55 | CHAPTER 1: Client Service as a Career
-Career journey from investment banking into Investor Relations at Hg
-15 years at Hg, from associate to leading project management across a $30 billion fundraising program
-A passion for the project management engine that sits behind great client relationships
3:51 | CHAPTER 2: Why Client Service Matters Right Now
-The fundraise for the next fund starts the day the current one closes
-A dedicated Client Service team is thinking about LPs year-round, not just during a live raise
-Recognizing project management as a distinct strategic function is key to building a high-performing IR team
9:57 | CHAPTER 3: Meeting Evolving LP Needs
-Re-up rates have dropped sharply across the industry
-LP communication and the ability to provide tailored solutions such as co-investment access are key factors in reinvestment decisions
-Firms with a team dedicated to client success are better positioned for future fundraises
12:18 | CHAPTER 4: AI and Technology in Private Markets
-AI as both a core investment theme for Hg and a live opportunity for the Client Service and fundraising team
-Hg's in-house data and AI expertise means the Client Service team can evaluate and apply new tools faster
-Hg's approach: designate specific people for strategic work while others focus on the live raise
17:47 | CHAPTER 5: Building the Client Service Community
-A growing peer network of dedicated Client Service and PM professionals across the industry
-Sharing knowledge openly across firms on technology, operations, and team structure is becoming more valuable
-Finding your equivalent at another firm and learning from what they have already tried is some of the most practical intel you can get
About Atominvest
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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