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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.

Simplify expense allocation with automated invoice extraction, flexible allocation methods, and unified multi-entity payment management.

Multi-entity waterfalls and Discounted Cash Flow tracebacks provide the granular clarity required for institutional PE reporting.

Visual Accounting makes it easier to check status on key compliance and reporting workflows and give partners richer insights into their carry economics.

Surface deeper insights into your management company overhead and fund-level expenses by adding custom dimensions to your Chart of Accounts.

Learn how to structure and operate a single-family office, including legal formation, back-office operations, investment management, and regulatory compliance.

Learn about the operational model of a multi-family office, including its core services and the institutional infrastructure required to manage private market investments.

Learn about dry powder in venture capital and private equity firms, covering how to strategically manage this key metric from initial LP commitment through final deployment.

Learn the fundamentals of alternative investments, including the primary asset classes, their unique risk and return profiles, and the operational framework for managing a private fund.

The seasonal fund tax model costs you time, transparency, and accuracy. Learn why year-round integration between fund administration and tax is the only way to ensure fast K-1 delivery and continuous compliance.

Private equity's policy environment just shifted in your favor. The INVEST Act, SEC reforms, and retail access are expanding opportunities—but also regulatory scrutiny. Here's what 2026 holds for PE firms.