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86 entries found
Fund Management
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Family Offices
April 2026
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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Portfolio Management
April 2026
Dry powder in venture capital and private equity
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.
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Private Markets
April 2026
Alternative investments explained: Types, benefits, and risks
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.
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Private Equity
March 2026
Value creation: From portfolio strategy to LP reporting
Learn about the private equity value creation process, including building a strategic plan, executing on growth levers, and connecting portco performance with fund-level returns.
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Investors
March 2026
The investment thesis: Your fund’s strategic blueprint
A fund investment thesis is the blueprint for your fund's strategy, guiding everything from fundraising to daily fund management. Learn how to write an investment thesis to develop a winning fund strategy.
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Fund Management
March 2026
Drag-along vs. tag-along rights: Navigating shareholder provisions
Learn about drag-along rights, an important provision for securing an exit, including their strategic purpose for fund managers, key legal terms, and the operational steps for execution.
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Fund Management
March 2026
Capital recycling: A guide for VC and PE fund managers
Understand the fundamentals of capital recycling, including the strategic tradeoffs, the operational requirements, and how to execute the strategy in your back office.
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Private Equity
March 2026
The modern buyout fund: Strategy and operations
Learn about the operational lifecycle of a buyout fund, including common deal structures and value creation levers and the operational and compliance requirements for your firm.
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Fund Management
March 2026
The subscription agreement: What every fund manager should know
Understand the subscription agreement, including its purpose, key components, and essential role in the fund closing process and regulatory compliance.
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Portfolio Management
March 2026
Side letter essentials for emerging managers
Side letter agreements provide tailored terms outside main contracts. Explore common clauses, benefits and management tips in private fund deals.
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Fund Accounting
March 2026
Shadow accounting: A powerful approach to fund control
Learn how to implement a risk-based approach to shadow accounting that validates net asset value, management fees, and waterfall distributions without duplicating operational effort.
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Family Offices
March 2026
Setting up a family office: The institutional approach
Learn how to set up a family office, including key decisions to make around legal structuring, back-office operations, regulatory compliance, and cost management.
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