Blog Overview

See all of our blog posts in all categories by date.

Blog: All

Automated Custom Capital Call Notices with dynamic templates
Automated Custom Capital Call Notices with dynamic templates
Match your firm's unique branding while ensuring total data accuracy with our new automated custom notice templates.
Custom tear sheets with AI-generated commentary
Custom tear sheets with AI-generated commentary
The tear sheet builder now includes AI-generated qualitative commentary, additional templates and personalization options, and datasets updated every five minutes for accuracy in reporting and meetings.
Better valuations with complex waterfalls and tracebacks
Better valuations with complex waterfalls and tracebacks
Multi-entity waterfalls and Discounted Cash Flow tracebacks provide the granular clarity required for institutional PE reporting.
New tools for UK, European, and Australian equity management
New tools for UK, European, and Australian equity management
Simplify filings and manage localized awards.
New views in Visual Accounting to track status and carry
New views in Visual Accounting to track status and carry
Visual Accounting makes it easier to check status on key compliance and reporting workflows and give partners richer insights into their carry economics.
The single-family office: An operational playbook
The single-family office: An operational playbook
Learn how to structure and operate a single-family office, including legal formation, back-office operations, investment management, and regulatory compliance.
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