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93 entries found

Fund Management
Fund forecasting: The fund CFO’s playbook
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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The general ledger: A fund’s single source of truth
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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AML and KYC: The fund operations mandate
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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Carried interest
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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Understanding the fund lifecycle and investment strategies at each stage
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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Special purpose vehicle (SPV)
Fund Management
November 2025
Special purpose vehicle (SPV)
This article explains how to use a special purpose vehicle (SPV), covering the entire lifecycle from structuring the entity and calling capital to managing post-close compliance and reporting.
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The family office: A guide for fund managers
article
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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Navigating the landscape of private credit investing
Private Credit
October 2025
Navigating the landscape of private credit investing
Private credit investing offers higher yields and downside protection through direct lending and negotiated loan terms for institutional investors. Find out what it takes to manage a private credit fund.
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Loan operations: A guide for private funds
Private Credit
October 2025
Loan operations: A guide for private funds
Learn how loan operations streamline the entire fund lifecycle with precise setup, disbursement, reconciliation, and reporting to strengthen controls and efficiency.
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J-curve: Definition, drivers and mitigation strategies
Fund Performance
October 2025
J-curve: Definition, drivers and mitigation strategies
Learn what the J-curve is in a private market context, what causes it, and how fund managers can mitigate its effects and manage investor expectations.
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Public market equivalent: Definition and calculation
Fund Performance
October 2025
Public market equivalent: Definition and calculation
Learn about PME calculation methods, LP reporting best practices, and how fund managers use analysis for strategy and benchmarking.
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Private Equity Investment Strategies
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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