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93 entries found

Fund Management
Management Company
Management Companies
October 2025
Management Company
A management company is the operational engine of an investment firm. Learn how this crucial entity is structured and why it’s essential for liability protection and professional fund management.
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Portfolio Valuation
Portfolio Valuation
October 2025
Portfolio Valuation
Learn key methodologies for calculating the value of an asset and build a defensible process for LP reporting, compliance, and audits.
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Follow-On Investment
Follow-On Investment
September 2025
Follow-On Investment
Learn about this key way to fund fuel growth, mitigate dilution, and support critical decisions for their portfolio companies.
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NAV Finance
NAV Finance
September 2025
NAV Finance
Learn how to operationalize NAV facilities, manage collateral structures, and maintain covenant compliance with accurate valuations.
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Management Fees
Management Fees
September 2025
Management Fees
Explore the complete lifecycle of management fees, from calculations based on committed capital to the post-investment period "step-down" on invested capital.
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Co-Investment
Co-Investments
September 2025
Co-Investment
Co-investment is a minority investment alongside a private equity or venture capital fund, offering transparency, control and potential higher returns.
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Capital calls
Investors
July 2025
Capital calls
When fund managers are ready to invest in a private company, they usually have to make a capital call first. Learn more about capital calls in private equity and venture capital.
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Investor updates
Founder Education
July 2025
Investor updates
Regular investor updates help to build trust between a company’s leadership team and its investors. Learn how to write an effective investor update.
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How to measure investment fund performance: VC & PE metrics explained
Investors
June 2025
How to measure investment fund performance: VC & PE metrics explained
Learn how to measure investment fund performance. Explore key metrics for VC and PE funds—including IRR, MOIC, and ESG integration—for smarter investing.
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How fund managers can create a winning investor pitch deck
Investors
June 2025
How fund managers can create a winning investor pitch deck
Learn how private funds can craft a standout investor pitch deck for raising capital from LPs. Get best practices, free templates, and pitch deck examples.
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Track record essentials for emerging fund managers
Carta
June 2025
Track record essentials for emerging fund managers
Learn why a strong track record matters for VC and PE fundraising. Discover best practices for presenting your investment track record to LPs.
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Tear sheets
Equity Education
June 2025
Tear sheets
In finance, a tear sheet helps investors understand how their investment is performing. Learn more about how to create a tear sheet, what to include, and best practices.
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