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Kevin O'Leary: A Great Partner Lets Me Focus on Finding New Investment Opportunities

February 25, 2025 | 2 minutes read
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Hi, Mr. Wonderful here. Like many business owners, I'm convinced the right technology is key to improving overall operations. When my investment company, O'Leary Ventures was preparing to launch our new private equity fund, we knew we wanted a vendor with both the technology and expertise to help us streamline and enhance our operations. Let me tell you about our search and how we ended up partnering with NAV Fund Services. If you're a fund manager, or in the industry, listen up.

We needed experience and agility. Many vendors offered experience, but we weren't confident about their commitment to ongoing technological development and process improvement. NAV has both.

We needed customization. When we log into our fund management portal, we needed to be able to organize key fund information to specifically match the structure of our fund and the way we manage it. NAV did that.

In NAV, we found a service provider that we can rely on, technology, improved operations and a partner who we trust to meet our needs and the needs of our investors. NAV's experience as a fund administrator, combined with their deep commitment to developing technology to serve managers and investors, is a powerful combination.

Finding a great partner lets me focus on finding new investment opportunities. If you're a fund manager and you don't feel like you have the best technology and operational support, give them a call. I think you'll discover, like I did, that NAV is an excellent choice. Take care, my friends.

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