Unlock Smarter Compensation Strategies for Private Capital Firms
In today’s private capital markets, managing carried interest and compensation has never been more complex, or more important. As firms scale, attract top talent, and navigate evolving investor expectations, traditional tools like spreadsheets are no longer enough. From deal-by-deal awards and phantom carry to vesting cliffs and dollars-at-work forecasts, the intricacies of modern carry plans demand smarter systems and deeper insights.
That’s why we created The Definitive Guide to Carry and Compensation Management, a must-read resource for CFOs, COOs, HR leaders, and fund administrators navigating the challenges of private markets compensation.
Inside the Guide
This essential guide delivers actionable insights across six key areas:
1. The Evolving Carry Landscape – Explore carry plan models across fund-level, investment-level, and hybrid structures. Learn how firms are structuring vesting schedules, allocating vintage shares, and balancing true vs. synthetic carry.
2. Operational Complexity – Understand how firms manage multiple funds, one-off participant exceptions, and forfeiture rules. Discover why vesting logic, tax implications, and co-investment tracking are key control points.
3. Technology as a Differentiator – Learn how cloud-based carry management solutions help streamline reporting, reduce risk, and provide dashboards, audit trails, and self-service tools for participants.
4. Enhancing Controls and Security – Get best practices for document workflows, allocation tracking, and system integration. See how leading firms are improving data security, version control, and governance.
5. Data and Analytics – Find out how to implement forecasting models like dollars-at-work (DAW), integrate fund and HR data, and build robust compensation reporting frameworks.
6. Key Evaluation Questions – Use our checklist to evaluate carry and compensation platforms—covering scalability, reporting, security, and participant experience.
Who Should Read This?
If you’re responsible for compensation at a private equity, private credit, venture capital, or fund administration firm, this guide will help you:
- Gain control over complex carry and incentive plans
- Improve reporting and total rewards transparency
- Retain top talent through forward-looking compensation
- Reduce reliance on manual, error-prone processes
- Ensure compliance and scalability as your firm grows
Powered by Allvue
FirmView® (an Allvue solution) Compensation and Carry Management platform delivers purpose-built tools for:
- Participant allocations and vesting
- Forecasts and dollars-at-work
- Distribution processing
- Self-service employee portals
- Total rewards statements and analytics
We help private capital firms move from fragmented spreadsheets to secure, scalable, and tech-forward solutions.
Ready to modernize your carry and compensation program?
