Paulson Advisory helps private markets software companies keep growth from stalling.
Operating experience from 25+ years in private markets technology, for founders, the private equity firms that back them, and the investment offices that buy what they build.
The same problems, the same blind spots
Private markets software companies win their first clients on the strength of a founder and a few people carrying a heavy load. Then delivery and service become the bottleneck. Implementations slip, renewals feel uncertain, and nobody can say what it costs to deliver. The usual fix is more salespeople, then more people in delivery, and the momentum stalls anyway.
Operations is usually an afterthought. It’s also what decides whether revenue growth holds and margins improve. I’ve spent my career building that side of private markets software companies, from the inside.
Who I work with
Sharpen where and how you sell, build the delivery and client success operations behind your growth, and develop the leaders who run them.
Software Companies
An operator’s read on private markets software targets before the deal, and support for the company after close. Internal technology guidance, including in-house developed apps
PE & VC Firms
Choose, implement, and adopt technology your team actually uses. An independent view on build or buy, vendor selection, and where AI fits.
Investment Offices
Why work with me
Industry and software knowledge, together. I understand why GPs and investment offices buy, and how software must be delivered to serve them.
I’ve run the client side. COO at Bipsync, VP of Client Success and Partnerships at Anduin, and a member of the private markets leadership team at eVestment and Nasdaq.
I built one. I co-founded TopQ, a private equity performance analytics and due diligence platform, which eVestment acquired in 2015.
I’ve seen adoption from both sides. I started out implementing investment systems for the firms that use them, at Atlas Venture and Vitech.
Track Record
15
clients in TopQ’s first year
200+
subscribers at eVestment, up from 15
97%
client retention at eVestment
25+
implementations at Vitech
3x
onboarding capacity at Anduin