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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
Understand the key anti-money laundering (AML) and know your customer (KYC) requirements for international funds, including operational processes and best practices for managing staying compliant.
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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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Investors
November 2025
Extracting portfolio company data from PE fund manager reports
Learn how to extract granular private equity information and PortCo data from fund reports for enhanced portfolio monitoring.
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Policy Newsletter
November 2025
Government reopens, but key agencies remain behind
Congress ends the record-setting shutdown, but agency backlogs and unresolved programs linger, while the SEC and Senate make moves on crypto policy and CFPB funding faces major legal and operational threats.
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