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Fund Formation
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November 2025
The family office: A guide for fund managers
Family office services offer ultra-high-net-worth families tailored investment management and wealth planning to preserve and grow assets across generations.
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Private Equity Investment Strategies
October 2025
Private Equity Investment Strategies
Learn how PE sponsors use various private equity investment strategies, including growth equity, buyouts, private credit and secondaries, to optimize returns and manage risk.
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Co-Investments
September 2025
Co-Investment
Co-investment is a minority investment alongside a private equity or venture capital fund, offering transparency, control and potential higher returns.
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Investors
July 2025
Capital calls
When fund managers are ready to invest in a private company, they usually have to make a capital call first. Learn more about capital calls in private equity and venture capital.
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Founder Education
July 2025
Investor updates
Regular investor updates help to build trust between a company’s leadership team and its investors. Learn how to write an effective investor update.
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Investors
June 2025
How to measure investment fund performance: VC & PE metrics explained
Learn how to measure investment fund performance. Explore key metrics for VC and PE funds—including IRR, MOIC, and ESG integration—for smarter investing.
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Investors
June 2025
How fund managers can create a winning investor pitch deck
Learn how private funds can craft a standout investor pitch deck for raising capital from LPs. Get best practices, free templates, and pitch deck examples.
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Carta
June 2025
Track record essentials for emerging fund managers
Learn why a strong track record matters for VC and PE fundraising. Discover best practices for presenting your investment track record to LPs.
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Equity Education
June 2025
Tear sheets
In finance, a tear sheet helps investors understand how their investment is performing. Learn more about how to create a tear sheet, what to include, and best practices.
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Fund Administration
April 2025
Investment memos
Private investment funds often write an investment memo to decide whether or not to invest in an early-stage startup. Learn what goes into a great investment memo.
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Investors
April 2025
Limited partner (LP)
Limited partners are known as “silent partners” in a business partnership. Learn more about limited partners, their role in private equity and venture capital funds, and tax implications.
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Investors
January 2025
Fund management
Understand the key components of fund management for private equity and venture capital funds. We'll cover how fund management works throughout a fund's lifecycle—from capital allocation, risk management, portfolio company oversight, asset management, and fund administration.
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