Equity Essentials Solution Set
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Allvue interviewed over 100 LPs and GPs about what role they believe ESG plays in the private capital markets, the biggest challenges to hitting ESG goals, how they are tackling those challenges, and more.
Download Allvue’s ESG data survey now gain a snapshot into the views of LPs and GPs wanting to live up their moral investing responsibilities as they grapple with unlocking key data and identifying which resources will best help them do so.
Download NowSpreadsheets are fantastic for organizing and presenting data. They revolutionized finance, but they have a lot of limitations because they weren’t built for purpose. [...]
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Our primer on alternative investments breaks down the basics of this asset class and explains why it has been one of the fastest growing [...]
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Our primer on private equity fund accounting breaks down what fund accounting is and how it differs from other accounting methods. What is [...]
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The alternative investment market has seen major growth in the last decade and is now a mainstay of the modern finance landscape. The expansion [...]
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A comprehensive list of emerging manager programs offered by pensions, endowments, and other sponsors Getting a new fund off the ground is no easy [...]
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2023 was an interesting year for investing – falling public markets, cryptocurrency volatility, and interest rates higher than we’ve seen since pre-2008. It’s safe [...]
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In the past several years, there has been a persistent trend toward mergers and acquisitions among fund administration firms around the globe. These few [...]
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DOWNLOAD 80+ FUND PERFORMANCE PORTCO METRICS NOW Monitoring your private equity or venture capital portfolio is a key process that decodes what’s driving [...]
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Alternative investment systems bring accounting and investment workflows and data analysis capabilities into a private capital firm’s front, middle, and back offices. These platforms [...]
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Fund administrators are well-positioned to alleviate the growing challenge of data management faced by their clients. They have the professional services and workflow expertise [...]
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The private equity space has been abuzz with ESG over the last few years. According to Allvue’s ESG in Private Equity 2022 survey, GPs [...]
Read MoreIt may not be the largest private capital strategy, but private debt has seen an exciting jump in popularity in the last few years. [...]
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From clients to auditors to other third parties, fund administrators face the pressure to collaborate and communicate seamlessly with quite a crew. Allvue can [...]
Read MoreVenture capital trends for 2023 reflect one thing: uncertainty. Expectations for 2022 were high and quickly dashed by war, inflation, and geopolitical upheaval. Numbers [...]
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Market uncertainty and mixed outlooks on the odds of a pending recession have made for a confusing time in the private markets as we [...]
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Last month, Allvue attended and participated in AM Tech Day, the European event dedicated to tech innovations by the asset management industry. Hosted in [...]
Read MoreEven amid a muddled market outlook that is impacting private equity deals and exits, private equity will likely have another sought-after year in 2023. [...]
Read MoreThe private debt market is booming. Data from McKinsey shows that total private markets fundraising grew by a CAGR of 19.7% between 2020 and [...]
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At Allvue, we see PE fund administrators as trusted partners on our quest to empower private equity and venture capital firms to make superior [...]
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In a recent conversation with Mike Trinkaus, CEO and co-founder of 4Pines Fund Services, one topic kept coming up: Co-sourcing. This relatively new [...]
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Fundraising in the private equity markets has been slower in 2022 than in 2021. In the first half of 2022, private equity funds raised $337 billion, [...]
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As of late, private equity as an asset class has witnessed banner year after banner year. But this heightened popularity can give way to [...]
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The boom in private equity has drawn attention to the industry – catching the eye of investors, service providers and, more recently, regulators. [...]
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About 4Pines Fund Services 4Pines Fund Services is a fund administrator dedicated to providing premium service that scales to private capital clients’ needs at [...]
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Growing a successful company is no easy feat. So we asked some of our clients what they wish they’d known as emerging managers. What [...]
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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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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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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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DOWNLOAD THE WHITEPAPER NOW Private equity fund managers often debate the tradeoffs between in-house and outsourced fund administration services. By outsourcing accounting and [...]
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DOWNLOAD THE REPORT NOW While ESG might face some tough criticism in the mainstream, in the institutional investing world, market participants are completely [...]
Read MoreInvestment funds usually think of administration as something that they do in-house or that they outsource entirely. The choice between the two is a [...]
Read MoreThe creation of family offices has been steeply on the rise over the last decade as wealthy families and individuals seek out their own [...]
Read MoreMany private investment partnership executive teams have found that outsourcing fund administration to a specialist firm improves operating efficiency and LP relationships. Allvue Systems [...]
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We’ve provided an overview of alternative investments on the Allvue blog, and now we’re digging into a new question – what is private capital? [...]
Read MoreK-1 reporting is a mission-critical hassle. Whether the markets go your way or turn in strange directions, LPs need accurate reports and the IRS [...]
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Allvue’s Fund Performance and Portfolio Monitoring (FPPM) solution has been ranked by PE Stack as an industry-leading GP portfolio monitoring system in the latest [...]
Read MoreInvestment research has come a long way from poring over charts trying to identify long-term trends and prompt portfolio shifts. As markets have evolved [...]
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Shadow accounting is the widespread practice of keeping a separate set of financial records. Fund accountants do it for all sorts of reasons, but [...]
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SuperReturn International, the private equity and venture capital industry’s largest annual conference, was held in Berlin this month, attracting more than 1,000 LPs, 1,300 [...]
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DOWNLOAD THE ESG KPI LIST NOW As the prominence of ESG in private equity has grown, institutional investors’ embrace of ESG KPI tracking [...]
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In this two-minute demo, Solutions Engineer Imran Khan highlights how Allvue can help you easily aggregate data and analyze portfolio performance in a single [...]
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In this two-minute demo, Solutions Engineer Imran Khan walks through how Allvue’s Private Debt software solution set can help you better deliver timely and [...]
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In this two-minute demo, Solutions Engineer Imran Khan shows how Allvue’s solution set can help private debt fund managers streamline and optimize their deal [...]
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In this short, two-minute video, Solutions Engineer Imran Khan shows how Allvue’s Private Debt software solution set can help automate financial and covenant tracking, [...]
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In this two-minute video, Solutions Engineer Imran Khan demonstrates how Allvue can help private debt fund managers more easily track and manage loan principal [...]
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In many ways, it’s a great time to be a fund of funds manager, but in other ways it’s also never been so challenging. [...]
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In this two-minute demo, Robert Sims, Head of Solutions Engineering, Europe, highlights how Allvue can help you manage your credit and equity portfolios in [...]
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Private equity and venture capital fundraising has recently been toppling records, as investors increasingly look to the alternatives industry for diversification opportunities. As demand [...]
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The technology field for LPs has exploded with options over the last decade, rushing to keep pace with LP's embrace of the private markets. [...]
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In this two-minute demo, Robert Sims, Head of Solutions Engineering, Europe, shows how Allvue’s solution set can help fund administrators streamline their quarter-end reporting [...]
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What if, with just one entry you could book a capital call at each entity level within a fund structure, instead of having to [...]
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Venture capital has had an impressive decade. But all through the climb, industry voices have been questioning – is this a bubble that is [...]
Read MoreIn this two-minute video, Robert Sims, Head of Solutions Engineering, Europe, demonstrates how Allvue can help streamline the bank reconciliation process. Match transactions, [...]
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The equity pickup process is often intricate, but it doesn’t have to be time-consuming. This two-minute video demonstrates how Allvue can help you allocate [...]
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In this two-minute demo video, Senior Solutions Engineer Amira Benslimane shows how Allvue helps LPs view and analyze their entire portfolio of private investments [...]
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In just two minutes, Senior Solutions Engineer Amira Benslimane demonstrates how Allvue empowers LPs to oversee their pipeline and track in-process deals through to [...]
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The Institutional Limited Partner’s Association (ILPA) held its third annual Europe Summit in London April 26-27. Held in-person for the first time since early [...]
Read MoreWith an asset class as opaque as private capital, being able to forecast your portfolio, test investment opportunities before committing, and project your cash [...]
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Private capital is notorious for its static, disparate GP data statements, which can create hours of manual work for LPs as they work to [...]
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When managing a complex private investment portfolio, collaborating across multiple team members – while necessary – has the potential to introduce operational risk. Allvue [...]
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Venture capital valuation and reporting, while essential to fund operations and investor relations, are challenging and time-consuming undertakings no matter which way you slice [...]
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Private Debt Investor held its 2022 APAC Forum in Singapore on April 13, the first in-person edition after its virtual inaugural event in 2021. [...]
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Headlines were clear throughout 2021: It was a record-shattering year for private equity overall and venture capital specifically. As the search for yield continued, [...]
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Private markets overall have been gradually expanding over the past decade, and the growth isn’t limited to the equity space. In fact, the private [...]
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Data is paramount to success for any business. For the private markets, data is now the foundation for everything, from capital raising to investment [...]
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The rise of the private equity due diligence questionnaire speaks to how far private capital has come as an asset class. As more investors [...]
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Investor demand for alternative investments continues to climb, and fund of funds managers are in a particularly apt position to benefit. For institutions looking [...]
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Demand for alternatives investments, and more specifically fund of funds investments, is higher than ever. As managers answer to that demand and scale up [...]
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Many unique factors in the past few years have contributed to turmoil in the financial markets, threatening to throw off the exciting growth that’s [...]
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As ESG took hold of the institutional investment space in the last decade, private equity and venture capital managers did not see the same [...]
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When monitoring hundreds of portfolio companies across multiple, complex funds with numerous internal stakeholders to liaise with, data aggregation is an extremely common challenge [...]
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The Covid-19 pandemic forced the private equity and private debt markets to rethink their processes. The new work-from-home paradigm – hurriedly adopted but now [...]
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The push for deeper portfolio monitoring is growing as the alternatives industry also grows – and fund of funds, in particular, are likely to [...]
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Investors have long recognized the need for technology that helps them automate manual elements of the private equity investment process — particularly when it [...]
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In most scenarios, limited partners (LPs) intend to meet their capital obligations and stay committed to their fund until the GPs sell the entity [...]
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Private capital managers across the globe have been on the receiving end of expanding rules and transparency expectations from regulatory bodies. But as regulatory [...]
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Keeping all stakeholders – both internal and external – in the loop with clean data snapshots is a key challenge for many private equity [...]
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Building strong teams and retaining key employees is a challenging task for fund administrators in normal times – and we are, undoubtedly, not in [...]
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Software upgrades that force fund administrators and general partners to play version “catch up” are less than ideal for everyone, including LPs. Instead, upgrades [...]
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Is the cloud the future of private equity data management? The general partners managing private capital firms – whether they’re in private debt, private [...]
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In 2022, family offices are facing many of the same trends as other investors that have significant exposure to private equity. Like many [...]
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Private equity and family offices seem like a perfect union. With so much family wealth rooted in entrepreneurial success, it seems natural that they’d [...]
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Like most industries, correspondence from fund managers has evolved over the last three decades, from fat envelopes carried by the USPS to email replete [...]
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Private equity is a notoriously complex asset class for many reasons, namely its lack of frequent and transparent valuations and its inherent illiquidity. [...]
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In the last few years, the collateralized loan obligation market has come of age and developed into the mature entity we see today. In [...]
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AlbaCore Capital Group is one of Europe’s leading specialist credit investors and CLO managers, focusing on public and private corporate credit markets, consistently outperforming [...]
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There are three things in a GP's life that will never go away: taxes, information demands from investors, and the need for GPs to [...]
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It’s indisputable: cryptocurrency has gone mainstream. Crypto.com — which already hired Oscar winner Matt Damon as a spokesperson and snatched up naming rights [...]
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The concept of ESG (environmental, social, governance) investing has been on the radar of many large asset owners for decades. But in recent years [...]
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The equity method of fund 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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In seeking out returns for their ultra-high-net-worth clients, wealth managers, like many institutions, continue to be drawn to the private markets and alternative investments. [...]
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Between 2010 and 2020, alternative investments skyrocketed in popularity, with private markets ultimately seeing AUM more than double within the decade. In that time, [...]
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Whether a firm is launching its first fund or its fourth, they all face the same challenges brought on by the quarter-end reporting cycle. [...]
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If you’ve realized your current private equity software system won’t be able to support your firm’s anticipated growth, you may have already begun the due diligence [...]
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Although it’s been a part of the investing conversation for decades, interest in private equity is growing faster than ever in terms of committed [...]
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Endowments, public pension funds, family offices – over the last few decades, they have all increased their weightings to alternative investments. As evidenced by [...]
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2021 was a remarkable year for venture capital. Records were set for fundraising, exit value, and capital investment, and this growth is expected to [...]
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With public pension funds increasing their allocation to alternative investments, they need a systematic, straightforward method to approach their increasingly complex portfolios. Three issues [...]
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Private equity has quickly rebounded from its slight pandemic-related dip, but Covid has still left its mark on the asset class. In our [...]
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The 2021 ILPA Summit, held virtually on November 9-11, 2021, offered an opportunity for GPs and LPs to build relationships within the private equity [...]
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What is public market equivalent (PME) benchmarking? PME, or public market equivalent, benchmarking is a benchmarking methodology often used to evaluate private asset performance. [...]
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Private debt has established itself as one of the fastest growing alternative asset classes in the industry and, as we look ahead to 2022, [...]
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New regulations are driving standardization across the industry and forcing GPs to prioritize ESG initiatives Private markets have long lagged public in embracing ESG [...]
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The fundraising market is white hot Fundraising is the highest it’s been over the last five years, due to a partially vaccinated population, high [...]
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As Environmental, Social, and Governance (ESG) investing demand grows, the alternative investments industry has begun to train its focus on ESG issues and explore [...]
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Data collection is a challenge for venture firms of all shapes and sizes. Established firms, amidst a record-breaking fundraising environment, are managing increasingly complex [...]
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Endowments are increasingly turning to alternative investments as a way to boost portfolio diversification and returns, while reducing volatility. But in order to manage [...]
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What was a nice-to-have pre-Covid is now a need-to-have Back-office technology integration has captured the attention of GPs, driven by increased investment in alternative [...]
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The absence of an efficient, reliable and timely benchmarking solution can have profound consequences for LPs. Without a reliable, cost-effective way to objectively evaluate [...]
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In this three-minute demo, Solutions Engineer Sean Houser shows how Allvue can help simplify fund accounting processes. See how you can manage fund and [...]
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With money pouring into private equity and venture capital at unprecedented levels, emerging managers have big opportunities ahead – but also big challenges. Managers [...]
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As Environmental, Social, and Governance (ESG) issues continue to grow in importance for the alternative investments industry, understanding the evolving landscape and upcoming trends [...]
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In this two-minute demo, Solutions Engineer Sean Houser shows how Allvue can help you enhance your investor experience. See how you can provide investors [...]
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Osage’s Advice: Get tech ASAP, make implementation a priority, and foster a culture that respects financial controls Growing a successful company is no easy [...]
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In this two-minute demo, Solutions Engineer Sean Houser shows how Allvue can help you seamlessly generate investor notices, such as a capital call, in [...]
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In this three-minute demo, Solutions Engineer Sean Houser shows how Allvue can help you simplify your data collection, including by allowing you to standardize [...]
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Fund of Funds that invest in alternative assets are faced with unique challenges. And due to their rapid growth, navigating the complexities in their [...]
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In this two-minute demo, Solutions Engineer Sean Houser shows how Allvue can reduce your quarter-end reporting cycle by helping you to deliver timely and [...]
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In this three-minute video, Solutions Engineer Sean Houser shows how Allvue can help enhance your fund and portfolio company analytics. See how doing so [...]
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Quarter end can be a notoriously painful process, especially for emerging venture capital and private equity firms – who are taking on the impossible [...]
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For many new and emerging venture capital fund managers, 2020 was a challenging year. The initial market turmoil brought on by the pandemic saw [...]
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For public pension funds investing in alternative assets, there are multiple challenges to adding more complex investments to their portfolios. Getting transparency into asset [...]
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Templates for capital call notices, distribution notices, and PCAP statements One of the biggest challenges start-up and early-stage venture capital and private equity funds [...]
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Polaris, an industry-leading Nordic private equity firm investing in mid-sized companies, set themselves a challenge: To update their fund accounting setup before their next [...]
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With GPs seeking ways to provide more transparency and investors requiring data and information in the form of reports in record time, GPs face [...]
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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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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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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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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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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 [...]
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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The COVID pandemic will likely increase the distressed debt market from $70 - $100 billion to $350 - $450 billion A [...]
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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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Atlantic | Pacific Companies is a fourth-generation real estate company with expertise in acquisitions, property management, development and investments. With offices in Florida, Georgia [...]
Read MoreA number of our current trends in private equity real estate are creating both opportunities and challenges for real estate fund managers. Powerful shifts [...]
Read MoreAlternative investment fund CFOs, COOs and IT departments could be excused for looking a little bleary-eyed these days. As investors continue to increase allocations [...]
Read MoreSpreadsheets are like an old friend - we rely and trust them, even if they make us crazy once in a while. But in [...]
Read MoreWhat is Business Intelligence and why should GPs care? So much data - not enough information. For GPs that have been diligently building [...]
Read MoreAccomplice 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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After a torrential pace of fundraising, deal activity and performance over the past few years, the anticipation for a market correction and its effect [...]
Read MoreHeadquartered 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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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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