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Learn about the Corporate Transparency Act (CTA) for private companies, including reporting requirements, filing penalties, and possible exemptions. Download a free compliance checklist to get started.

In 2024, we focused on delivering solutions that enhance accuracy, give investors control, and streamline operations—so you can focus on scaling your firm. Here's a look back at everything we accomplished together this past year.

The number of special-purpose vehicles has grown in recent years, and the size of SPVs is growing—a sign of their growing appeal among private equity and venture capital firms.

Net asset value (NAV) is a key financial metric used to evaluate investment fund performance. In this article, we'll explain what NAV is and how to calculate it.

Learn what a search fund is and how it works as a private investment vehicle for entrepreneurs. We'll also cover how the search fund model works and how it compares to a traditional private equity fund.

Why do firms that invest in the best companies still run on spreadsheets and PDFs?

Learn how to start a private equity firm—from defining your investment strategy to raising capital and conducting a first close.

Learn how rollover equity works during PE M&A deals, including advantages, disadvantages, and tax treatment for buyers and sellers.

Our second annual Ownership Trends in Private Equity report provides a status update on the progress private equity has made toward the commitment to expand employee ownership.

Learn about LLC membership interests, when they can be issued, and how to transfer units among members. We'll also cover the differences between membership interests and equity compensation.

Learn how fundraising works for limited liability companies, including the differences between funding for LLCs vs. corporations, and what types of investors are available.