Search results

Match your firm's unique branding while ensuring total data accuracy with our new automated custom notice templates.

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 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.

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.

New DOL proposal clarifies private market access to 401(k)s, providing fiduciaries a process-based safe harbor for alternatives. Meanwhile, states contemplate QSBS decoupling and court rulings increase liability for Big Tech platform design harms.