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Fund Audits
November 2025
The audit trail: A fund’s system of record
Learn the components of an audit trail and explains why maintaining a complete record is essential for your operational integrity and fiduciary duty.
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Policy Newsletter
November 2025
Capital formation to dominate House agenda in December
Congress prepares to vote on bipartisan legislation to expand access to capital, modernize private market rules, and boost support for emerging managers and underserved founders across the innovation economy.
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Portfolio Management
November 2025
Investor reporting: From compliance to strategy
Understand the essential components of investor reporting for private funds, including the key performance metrics LPs expect, common operational challenges, and best practices for delivering a modern, transparent experience.
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Fund Management
November 2025
Fund forecasting: The fund CFO’s playbook
Learn how to build a dynamic fund forecast to move your firm from reactive reporting to proactive strategy. This tactical playbook covers portfolio construction, capital deployment, exit modeling, and reporting to your limited partners.
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Data & Research
November 2025
State of Private Markets Q3 2025
The industry continued to grow, marked by key trends: Early-stage valuations keep rising, down rounds are growing less frequent, and the Bay Area still reigns supreme. See all the best data in our latest report.
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Policy Newsletter
November 2025
SEC outlines exam priorities & signals on 401(k) access to alts
SEC outlines exam priorities tied to retail access, pushes policy changes to expand 401(k) exposure to alts, while Reg S-P compliance looms and Trump renews calls for unified federal AI standards.
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Fund Management
November 2025
The general ledger: A fund’s single source of truth
Learn the general ledger's role as the core record for private funds including its key components, how it works, and why its accuracy is vital for reporting and LP trust.
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Investors
November 2025
AML and KYC: The fund operations mandate
Learn the core compliance requirements for AML and KYC, covering the key definitions, operational processes, and regulations you must follow to protect your fund.
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Fund Management
November 2025
Carried interest
Learn how carried interest works for private funds, including fee structures, waterfall models, and tax treatment for fund managers.
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Investors
November 2025
Simplifying data extraction from complex financial documents
Learn how AI and machine learning can help you overcome unstructured data challenges in alternative investments. Automate data extraction, visualization, and analysis for more informed decision-making.
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article
November 2025
Understanding the fund lifecycle and investment strategies at each stage
Discover the risks, expectations and decision points at each stage of the private fund lifecycle, and how LPs can optimize returns.
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Investors
November 2025
Why purpose-built data extraction outpaces DIY for private capital call schedules
Find out how to solve your capital call challenges with AI in this comprehensive guide to financial data extraction tools.
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