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What Are Industry Benchmarking Roundtables?

Our Industry Roundtables are designed to immerse IT executives in the key issues, trends, and technologies in their industries so they can drive stakeholder value.

Insights &
Best Practices

Roundtable step 1 Roundtable step 1 arrow
  • Reference Architectures & Value Streams
  • Industry Trends
  • Peer & Industry Benchmarking
  • Top Technologies

Peer
Connections

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  • Monthly Executive Collaboration
  • Peer-to-Peer Knowledge Sharing
  • High-Impact Discussion Topics

Boardroom-Level
Deliverables

Roundtable step 3
  • Custom Deliverables
  • Peer-Validated Initiatives
  • Board-Ready Presentations
  • Custom Next Steps

Executive Roundtable Events

Private Equity and Venture Capital Roundtable

Background &
Overview

Executive
Roundtable

Action
Plan

Industry Roundtable Events

The Industry Roundtable Events are sessions hosted each month for 8 to 15 industry peers to discuss the most pressing topics impacting IT departments in their industry and share their experiences. Each session is facilitated by an industry analyst and supported by our tailored research.

Click an experience track to learn more about the research, Roundtables, and action plan for each topic.

Deep Insights Tailored to Your Industry

1

Deep insights step 1

Business-Aligned IT Strategy

Understand the capabilities and focus areas required to meet your industry’s needs and enable value creation.

2

Deep insights step 2

Top Industry
Trends

Identify resource, process, and environmental trends impacting your industry. Implement strategies to mitigate specific risks and take advantage of all relevant opportunities.

3

Deep insights step 3

Industry
Benchmarking

Reveal the true state of your IT services, processes, spend, and staffing levels to align your priorities and resources.

Benefit from peer data to get a reference point for how well you stack up.

4

Deep insights step 4

Core Industry Technologies & Software Selection

Arm yourself with everything you need to provide the right solutions to meet the needs of your business stakeholders.

1

Business-Aligned IT Strategy


Strategy Alignment
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Private Equity and Venture Capital Industry Impacts on IT Strategy: Senior Management Presentation Template

  • Use the Private Equity and Venture Capital Industry Impacts on IT Strategy: Senior Management Presentation Template to share the key findings of the business-aligned analysis with your organization's leadership team.
Strategy Alignment
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Private Equity and Venture Capital IT Strategy Initiatives Workbook

  • With input from our research and analysts and your peers, identify new or updated initiatives for your IT strategy and document them in the IT Strategy Initiatives Workbook.
Strategy Alignment
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Private Equity and Venture Capital Business-Aligned IT Strategy

  • Learn about the ecosystem factors that are impacting the Private Equity & Venture Capital (PEVC) industry and how your IT team is set from a PESTLE and SWOT perspective, with expert insights and takeaways to update your IT strategy.

2

Top Industry Trends


Top Trends
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Private Equity and Venture Capital Rapidly Intensifying Competition Report

  • The Private Equity & Venture Capital (PEVC) industry has seen a 450% increase in capital inflows over the last decade. Such a large influx of capital has drawn attention to the PEVC industry from new competitors.
  • Learn about how the Rapidly Intensifying Competition trend affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Private Equity and Venture Capital Growing Impact of ESG Report

  • Increasingly, new capital has a social mandate attached to it due to the rise of ESG investment principles.
  • Learn about how the Growing Impact of ESG affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Private Equity and Venture Capital Increasing Use of Technology Report

  • Technology is playing a greater role throughout the Private Equity & Venture Capital (PEVC) industry. The impact is being felt through all areas of the business.
  • Learn about how Increasing Use of Technology Trend affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.

3

Industry Benchmarking


Peer Benchmarking
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Private Equity and Venture Capital IT Staffing Benchmarking Report

  • Many IT departments are already running lean, struggling to keep pace with never-ending demands of the business. As a result, Private Equity & Venture Capital IT staff are stretched thin.
  • While IT is keeping the lights on, there is little opportunity to lead, innovate, or plan for the long term.
  • By taking the IT Staffing Assessment Diagnostic and participating in our unique IT Spend Benchmarking program, you will gain critical information to understand how to position your IT team to be more strategic.
Peer Benchmarking
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Private Equity and Venture Capital IT Stakeholder Satisfaction Benchmarking Report

  • IT leadership needs to understand in what areas their clients are unsatisfied with the service they are receiving from IT.
  • While financial services IT as a whole is meeting stakeholder expectations, there is room for improvement when it comes to client-facing technologies and analytical capabilities. Both are key to competing in this rapidly transforming industry.
  • Identify and understand which focus areas to address and uncover insights into how your team compares with other Private Equity & Venture Capital IT organizations.

4

Core Industry Technologies & Software Selection


Core Industry Technologies
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Private Equity and Venture Capital Enterprise Risk Management Report

  • As the level of regulation increases throughout the Private Equity & Venture Capital (PEVC) industry the need for enterprise risk management systems is also increasing.
  • The growing impact of ESG investment principles is also driving the need for greater risk monitoring capabilities.
  • Learn about what Enterprise Risk Management is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Private Equity and Venture Capital API Integration Report

  • The Private Equity & Venture Capital (PEVC) industry is going through a period of rapid technology adoption. Bespoke legacy systems are increasingly being replaced with modern vendor provided solutions that are often hosted in the cloud.
  • Learn about what API Integration is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Private Equity and Venture Capital Enterprise Performance Management Report

  • The Private Equity & Venture Capital (PEVC) industry’s guiding purpose is value creation. Increasingly, the process of value creation requires higher levels of active intervention by the PEVC firm within their investee companies.
  • Learn about what Enterprise Performance Management is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.

Latest Private Equity & Venture Capital Notes

Short, tailored research notes aimed at providing you with timely insights, relevant to your industry. Hot off the press, these notes will be published regularly and pair great with your morning coffee.

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Financial Services/Banking: Next Steps From the CIO COVID-19 Strategy Webinar

Date published

April 21, 2020

Author:
  • David Tomljenovic

On April 16, 2020, Info-Tech led a CIO COVID-19 Strategy Webinar for Financial Services/Banking IT professionals and leaders. This webinar presented a process for documenting an IT course of action during this pandemic, but it’s time to move beyond the early stage. Prioritize mid-range initiatives now, and specifically look to accelerating pre-COVID integration and transformation initiatives as a permanent foundation for delivering next generation in-branch and omnichannel customer engagements.

Financial Services – The Essential Ten-Step Guide: Building and Communicating Your CIO Strategy for COVID-19

Date published

April 21, 2020

Author:
  • David Tomljenovic

CIOs in Financial Services will play a critical role during the COVID-19 crisis. This is an opportunity to shine. Use this plan to help you build and communicate a clear strategy for the next 90 days, allowing you to demonstrate both leadership and technology capability.

Info-Tech’s Industry Roundtable for Financial Services: What Your Peers Had to Say…

Date published

January 6, 2020

Author:
  • David Tomljenovic

Info-Tech LIVE took place November 19-21 in Las Vegas, NV. Here, we hosted nine Industry Roundtables focused on the direct and longer-term ripple effects of Industry 4.0 and its hallmark technologies on the different industry sectors. Read this summary of the Financial Services conversation to learn the main challenges and opportunities your peers think Industry 4.0 presents and what they believe are the next steps to manage this sea change successfully.

The Report of Finance Jobs’ Death by Automation Is Grossly Exaggerated

Date published

December 19, 2019

Author:
  • David Lee

I’m sure my bosses want machines to replace me as soon as possible, but I’m still waiting for artificial intelligence to read my handwriting better than a five-year-old human can.

Establishing a Balanced Scorecard for IT Performance in the Financial Services Industry Is an Important Complement to IT Strategy

Date published

October 23, 2019

Author:
  • Sidney Hodgson

The IT balanced scorecard must go beyond the usual IT metrics. To be most effective, it must demonstrate the value IT provides and reflect corporate strategies and goals.

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