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Access the latest insights and analysis from Allvue

Utilizing Efficiencies - How LPs Can Grow Their Portfolio by Leveraging Efficiency & Automation Tools

With allocations to alternatives increasing, utilizing efficiencies and automating internal processes will be key in helping LPs manage complex portfolios. This article discusses how implementation of a multi-asset front-to-back platform saves LPs time and reduces error so they can focus on higher level tasks and make better investment decisions.

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Why the Private Capital Industry Needs to Up its Technology Game

Amanda Halfeld

Product Manager

Growth and the COVID-19 crisis are prompting technological soul-searching: As investors move into multiple private markets, there is a growing recognition of the inefficiencies [...]

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Credit, Equity

Video Case Study: Standish Management

Standish Management, LLC – a provider of specialized fund administration services for Managers and General Partners of Venture Capital, Buyout, Real Estate and Fund-of-Funds private equity funds – focuses on helping [...]

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Equity

Infographic: How to Complete a Capital Call in 10 Minutes with Allvue

Completing a capital call, one of the fundamentals of private equity fund accounting, doesn’t need to eat up hours or days of your team’s time. [...]

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Equity

Streamlining Equity Method Accounting with Allvue

Amanda Halfeld

Product Manager

The equity method of accounting is used to pull profits and losses from lower tier entities up to upper tier entities. This way, unrealized gains [...]

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Equity

Infographic: Introducing LP Portfolio Management

With allocations to alternative investments becoming a larger portion of their portfolios, LPs are looking for an end-to-end technology solution that provides forecasting, insight, [...]

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LPs

How Allvue Reduces Operational Risk

Kimberly Kale

Head of Product - Equity

For GPs in the alternatives market, relying on outdated back-office processes doesn’t just create inefficiencies – it also adds risk.  The strong fundraising environment of recent years has seen [...]

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Equity

Subsequent Closings, Equalizations, and How Allvue can Help

Amanda Halfeld

Product Manager

Having more investors in a fund is, generally, a good thing.  Keeping track of allocations, though – especially as investors join on different dates [...]

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Equity

Utilizing Efficiencies – How LPs Can Grow Their Portfolio by Leveraging Efficiency and Automation Tools

Paymun Saket

Managing Director - LP Products

Introduction With heated competition for the latest deals and the need to quickly capitalize on new opportunities, process efficiency is of paramount concern to [...]

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LPs

The Explosive Growth and Hidden Risks of Fund Finance

As the alternative markets exploded in the last decade, fund financing – that is, the providing of credit to private funds – emerged alongside [...]

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Understanding Private Equity Fund Accounting

Our primer on private equity fund accounting breaks down what fund accounting is and how it differs from other accounting methods. What [...]

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Equity

Infographic: Private Debt Trends to Watch

Private Debt is one of the fastest growing alternative asset classes in the industry, due to its low correlation with the public markets and [...]

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Distribution Waterfall Automation is a Reality

Manuel Villavicencio

Consulting Director

Waterfall automation software can now drastically simplify the headache of waterfall calculations In the world of Private Equity, distribution waterfalls define the economic relationship between [...]

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Equity

Five Reasons Why GPs are Moving to the Cloud

Brandon Meeks

Chief Technology Officer

While GPs have long contemplated the benefits of cloud technology, its importance as a driver of digital transformation has only recently risen to the [...]

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Credit, Equity

In Conversation with Lionpoint Group: How to Build a Data Strategy

An effective data strategy can meaningfully streamline and de-risk a GP’s processes, as long as it’s not hindered by an unintegrated tech stack, according [...]

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Credit, Equity

Infographic: Insurance Companies & Private Debt – Trends to Watch

With the growing investment trend becoming more favorable towards private debt, insurance companies are eager to shed the challenges brought by low interest rates, [...]

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Credit

The Data Journey: Five Steps to Turn Data into Information

Yuriy Shterk

Chief Product Officer

With competition fierce for deals and fundraising, GPs have always been sensitive to the fact that success requires being able to process vast amounts [...]

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Credit, Equity

The Importance of Process – An LP’s Guide to Getting More Value from Their Portfolios

Paymun Saket

Managing Director - LP Products

LPs have long recognized the need for technology options that help them automate processes and aggregate data. This need for replicable, automated processes and [...]

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LPs

In Conversation with Lionpoint Group: The Future of Fund Accounting

Technology offers GPs the ability to shift from an operational mindset to an analytical one, according to Travis Broad, Manager, and James McNicholl, Senior Consultant, at Lionpoint Group.   As [...]

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Credit, Equity

3 Habits of Highly Successful CLO Managers

David Lazar

Product Manager - CLO & Public Credit

Growing CLO Managers rely on scalable, integrated platforms and outsourced operations Habit 1: Secure Equity funding for issuing new CLOs After sitting out much [...]

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Credit

Top Trends for GPs: What to Watch in 2021

What do GPs need to watch for this year? By maintaining close contact with our GP and LP clients across the private debt, private [...]

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Credit, Equity

CLOs – A Pandemic Retrospective and What’s on the Horizon

The market for CLO managers remained resilient in 2020, despite greater complexity and investor angst arising from exposure to certain companies with uncertainty around [...]

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Why upgrading versions of your PE software stack doesn’t have to be risky or costly

Software upgrades that force admins and GPs to play version “catch up” are less than ideal for everyone, including LPs. Instead, upgrades that provide [...]

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Equity

COVID-19 Makes LP Portfolio Management More Important Than Ever

Limited partners investing in private equity, private debt, real estate, and infrastructure have long struggled to use information effectively so they can react quickly [...]

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LPs

The Data-driven Portfolio – How LPs Can Make Smarter, Faster Investment Decisions

Paymun Saket

Managing Director - LP Products

Investing in the private markets has always enjoyed broad appeal among investors who seek returns not tied to the public markets. As of year [...]

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LPs

Private Debt: Fundraising Consolidation Marks the Market’s Coming of Age

Ryan Crowell

Product Manager - Private Credit

The COVID-19 crisis has reinforced LPs’ increasingly cautious selection of managers. As fundraising shifts to fewer, larger managers, it will impact deal activity and [...]

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Credit

The Role of Fund Finance in a Pandemic-driven Market

Bao Nguyen

Head of Solutions Engineering - Credit

The role of fund finance has become increasingly important to both lenders and borrowers, partly due to ongoing market conditions that have been exacerbated [...]

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Credit

Case Study: Standish Management

Standish Management, LLC, a provider of specialized fund administration services for Managers and General Partners of Buyout, Venture Capital, Real Estate and Fund-of-Funds private [...]

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Equity

Print or Perish – CLO Market Trends & the Plight of the Startup CLO Manager

David Lazar

Product Manager - CLO & Public Credit

The collateralized loan obligation (CLO) market has held up to COVID stress, but recent CLO manager entrants will need to build scale to survive. [...]

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Credit

Allvue Launches Women in Alternatives Series with Webinar

On Tuesday, September 22, 2020, Allvue Systems kicked off its Women in Alternatives series with a live webinar, entitled “Women in Alternatives: Are We [...]

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Credit, Equity

Private Credit Trends in the Middle Market

Ryan Crowell

Product Manager - Private Credit

The ongoing COVID-19 pandemic has impacted virtually every corner of the world economy, and the Private Credit markets are no exception. Following a decade [...]

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Credit

Case Study: Trident Trust

Trident Trust, an independent global fund administrator, serves its worldwide client base of alternative investment fund managers through professional and dedicated on-the-ground teams in [...]

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Equity

Whitepaper: The Grass is Greener on the Other Side

How Co-Sourcing is shifting views on Fund Administration in the Alternative Investments industry The past 20 years have seen fluctuations in the popularity of [...]

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Equity

Crushed by COVID – GPs Grapple with Disparate Point Solutions in the Face of Expanded LP Requests for Information

Ryan Keough

Chief Revenue Officer

Introduction The COVID crisis is unprecedented and has stressed systems and capacity throughout the world. Over the past months, we saw our public infrastructure [...]

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Equity

Whitepaper: From LIBOR to SOFR

LIBOR reaches the end of the road. Now there’s a new acronym in town. At the grand old age of 51, LIBOR (London [...]

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Credit

LP Communications: Investor Portals Creates a Win-Win Solution

Despite the havoc wreaked by COVID-19, fund managers across the private capital spectrum are working overtime fielding inquiries from their LPs wanting to know [...]

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Equity

Distressed Debt Investing is Back in Vogue as COVID Slams on the Economic Brakes

Rob Marinaro

Head of Product - Credit

The COVID pandemic will increase the distressed debt market from $70 - $100 billion to $350 - $450 billion A sustained [...]

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Credit

Excel Increases Operational Risk for GPs

Kimberly Kale

Head of Product - Equity

The COVID-19 pandemic forced the private equity and credit markets to rethink their processes. The new work-from-home paradigm shone a light on the strengths [...]

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Equity

K-1 Reporting for GPs – From Paper to Portal

Kimberly Kale

Head of Product - Equity

As our daily work (and personal) lives are turned upside down from the effects of the Coronavirus, fund managers and administrators still soldier on.  [...]

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Credit, Equity

How Technology Can Support Fund Managers in a Coronavirus World

Omar Dapul

Head of Solutions Engineering - Europe / Asia

Financial uncertainty across the private capital spectrum With the global economy facing significant economic headwinds from the onset of the Coronavirus, private capital firms [...]

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Credit, Equity

Case Study: Atlantic Pacific Cos.

Atlantic | Pacific Companies is a fourth-generation real estate company with expertise in acquisitions, property management, development and investments. With offices in Florida, Georgia [...]

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Whitepaper: Back office challenges for real estate fund CFOs

A number of our current trends in private equity real estate are creating both opportunities and challenges for real estate fund managers. Powerful shifts [...]

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Whitepaper: Moving past the insource vs. outsource decision – A new model emerges

Alternative investment fund CFOs, COOs and IT departments could be excused for looking a little bleary-eyed these days. As investors continue to increase allocations [...]

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Whitepaper: The risk of spreadsheets for private capital fund managers

Spreadsheets are like an old friend - we rely and trust them, even if they make us crazy once in a while. But in [...]

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Whitepaper: What is Business Intelligence and why should GPs care?

What is Business Intelligence and why should GPs care? So much data - not enough information. For GPs that have been diligently building [...]

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What the future holds for private capital technology

Rey Acosta, CEO of Allvue Systems, comments in Private Funds CFO magazine, on what are the driving factors shaping the future of private capital [...]

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Case Study: Accomplice

Accomplice is a seed-led venture capital firm with offices in Boston and San Francisco. In 2015 Accomplice spun out of Atlas Venture, a historically [...]

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Equity

Allvue Private Capital 2019 CFO Survey

After a torrential pace of fundraising, deal activity and performance over the past few years, the anticipation for a market correction and its effect [...]

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Case Study: Atlas Holdings

Headquartered in Greenwich, Connecticut, Atlas Holdings and its affiliates own 18 companies that employ approximately 21,000 associates and operate from more than 200 facilities [...]

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Equity

Case Study: SOSV

SOSV is a multi-stage venture capital firm that invests through their global accelerator programs with a focus on hardware/connected devices, life sciences, cross-border internet [...]

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Equity

Management Company Accounting – What Do GPs Really Need to Get the Job Done?

Manuel Villavicencio

Consulting Director

Management Company Accounting – What Do GPs Really Need to Get the Job Done? Our Director of Consulting Services, Manny Villavicenio, leads the [...]

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Equity

LP Reporting And The Need To Move Away From VDRs

A brief history of LP reporting In the beginning… …there were envelopes, stamps and the U.S. Postal Service to send out notices and [...]

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Equity

Why do some private equity system implementations succeed and others fail?

Kimberly Kale

Head of Product - Equity

So, you’re thinking about a new Accounting/CRM/Investor Portal for your firm.  You’ve possibly even begun the due diligence process as you come to realize [...]

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Equity

Family Offices Step Up Direct Investing – But Not Without Challenges

Dean Craig

Director of Product Management - Family Office Solutions

Private equity and family offices seem like a perfect union. With many families having their roots in the entrepreneurial success of their founder, it [...]

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Equity

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