Fund docs

17 June 2021

KPMG joins campaign for reporting taxonomy

KPMG UK has become a founding member of Private Capital Data Standards Alliance (PCDS Alliance – formerly ADS Initiative)

7 June 2021

What do LPs do with all the data?

A recent webinar discussion explored what information is being transmitted from GPs to LPs

3 June 2021

Profile: Rebecca Noyes, Alderwood Capital

The CFO discusses joining the newly-launched firm, the perks of having no legacy issues as well as Alderwood's core beliefs and growth plans

28 May 2021

ESMA publishes guidelines on cross-border marketing

The guidelines specify the requirements funds’ marketing communications must meet

13 May 2021

Profile: Sedef Köktentürk, Blue Horizon

The managing partner & COO discusses upgrading the impact investor's technology and processes, how the niche strategy impacts her role, and how being an Olympic athlete taught her the value of collaboration and cooperation to achieve goals

10 May 2021

FCA requests feedback on new long-term asset fund

LTAF aims to provide an open-ended fund structure that accommodates PE, VC, private debt, real estate and infrastructure strategies

10 May 2021

In conversation: Do we even need standardisation?

A recent podcast discussion explored technological advances in data transmission, and asked if standardised reporting is still necessary?

4 May 2021

WATCH: What do LPs do with all the data?

A recent webinar discussion explored the way in which data is being communicated, how technology is helping both GPs and LPs, and what LPs are doing with all the information

28 April 2021

LISTEN: Do we even need standardisation? Episode 2

The second instalment of a recent podcast discussion examined industry body reporting efforts, and asked if standardised reporting is still necessary?

21 April 2021

LISTEN: Do we even need standardisation? Episode 1

A recent podcast discussion explored technological advances in data transmission, and asked if standardised reporting is still necessary?

19 April 2021

5 minutes with… Charlie Jolly, RSM

The head of private equity discusses how RSM supports GP fund restructurings; the importance of valuations, and the latest innovations within the process

6 April 2021

A guide to continuation funds

Jeffrey Bronheim, Daniel Mathias and James Mossetto of Cohen & Gresser detail key documentation considerations in where conflicts of interest may potentially arise, and why this trend is likely to continue

29 March 2021

5 minutes with… Simon Thornton, PEARonline

Simon Thornton, founder of private equity investor portal and fundraising data room PEARonline discusses the company’s origins, the importance of secure data transmission and upgrade plans

17 March 2021

Legal: Fund Structuring award winner: Travers Smith

Fund partner Sam Kay merits the win to the firm's heritage in private equity as well as its active thought leadership

4 March 2021

Deeper Perspective: The UK Funds Regime

Benjamin Lamping, founder of Reframe Capital asks: Are we at risk of missing a potential watershed moment for the UK funds industry, and a genuine post-Brexit opportunity?

24 February 2021

LP location most important factor in fund structure selection

Alternatives Watch’s 2021 Fund Formation Survey found 20% of respondents cited regulatory regime as another important consideration for dictating the type of fund launched

18 February 2021

Operational Lens: Agathos Fund II

A detailed inspection of the operational function's input in Agathos Management's recent first fund close on its sophomore fund

15 February 2021

5 minutes with… Ian Connatty, British Patient Capital

Ian Connatty of British Patient Capital discusses the evolution of fund operations from an LP perspective, changing skill sets, and lasting impacts of the pandemic

11 February 2021

Profile: Jasi Halai, 3i

The group financial controller & operating officer discusses working within the finance dept of a listed firm, leading system implementations and transformations as well as her role in the firm's committees

8 February 2021

GAAP in Lux

Avega Capital Management’s Nic Mueller discusses why the Grand Duchy’s new interpretation of accounting standards is important for private equity funds

1 February 2021

Spending power: Getting a handle on legal expenses

A recent webinar discussion looked under the bonnet of legal spending

22 January 2021

Colmore launches Stride

Stride automates and enhances the collection, extraction and analysis of unstructured data

5 January 2021

Capital call levels greater than distributions

Latest findings from Triago and Cebile highlight the oddities of 2020, including the rapid rise of GP-leds

16 December 2020

LISTEN: InCloudCounsel’s Pospisil on the future

Troy Pospisil explores how the regulatory landscape for private capital funds is evolving, how investor demands are changing and how InCloudCounsel’s offerings aim to support these developments

14 December 2020

Class of 2020

A cross-section of industry practitioners share their greatest lessons of this year

9 December 2020

LISTEN: InCloudCounsel’s Pospisil on document abstraction

Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel about what it is, how it works and how it supports private equity legal teams, as well as the wider organization.

2 December 2020

LISTEN: InCloudCounsel’s Pospisil on private equity roots

In the first instalment of our mini podcast series, Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel about the company’s origins: what drove him to set up the firm and how it has developed over the past seven years.

9 November 2020

Find & Seek: follow-on funding

CFOs seeking follow-on funding in order to preserve value have multiple options, but which is the winning strategy?

13 October 2020

WATCH: No place like home: finding the right fund domicile

Predictability, reliability and quality are key components, according to our expert panel

28 September 2020

Ocorian acquires Newgate Compliance

The deal furthers Ocorian's service offering to asset managers operating in the regulated UK market.

28 September 2020

Take back control

In a bid for more control, GPs have been asking fund administrators to work on their own systems, rather than the administrator's

21 September 2020

Comment: Cross-border marketing of funds

Richard Small, partner of Addleshaw Goddard, deciphers increasing complexities around crossborder marketing rules

10 September 2020

A true alternative

From alternative law firm to publicly listed full-suite asset management consultancy, MJ Hudson has had an outstanding decade

24 August 2020

Comment: Navigating capital calls

Lydia Danon and Shelley Drenth of law firm Cooke, Young and Keidan, outline practical steps PE firms ought to be taking to mitigate potential capital call conflicts

24 August 2020

UK GPs spend $8.6m on legals annually

A new report has revealed how much private equity firms are spending on external legal counsel

10 August 2020

Private Equity Service Provider Awards: Shortlist Announced

Announcing the finalists for the 2020 Private Equity Service Provider Awards

31 July 2020

AIFMD evaluation: watch this space

The European Commission’s recent evaluation of the directive leaves the industry unsure as to what will happen next

30 July 2020

ILPA unveils deal-by-deal model LPA

This latest model comes off the back of strong demands for a template to use for a DBD structured agreement

27 July 2020

LIBOR limbo

While it might seem as though there’s plenty of time for managing the transition, if left too late, GPs will have to accept whatever replacement rate they’re given

23 July 2020

Steadying the ship

Can a solid operating platform provide much needed certainty in an increasingly uncertain world?

13 July 2020

Lobbardi launches Avardi Partners

Lobbardi has announced the launch of a fully independent fund finance advisor Avardi Partners

9 July 2020

LP expert Graye joins forces with qashqade

LP expert and industry advocate Lorelei Graye joins qashqade’s executive advisory

2 July 2020

5 minutes with… Matthew Crisp, Wheelhouse

The CEO of Wheelhouse Advisors discusses the firm’s spinout from ACA Compliance and the key tax, regulatory and compliance developments PE firms need to be aware of

15 June 2020

Comment: Considerations for hiring tax talent

As the importance of having internal tax resources grows, what needs to be considered when hiring this type of talent?

11 June 2020

Comment: A decade of fund finance in Luxembourg

More competition plus an increasingly complex regulatory environment requires greater sophistication and specific LPA provisions, writes Wildgen's Michael Mbayi

21 May 2020

Rising LPA amendments

With most GPs needing greater flexibility and more liquidity, there has been a surge in LPA amendments

18 May 2020

Alabaster joins Ropes & Gray

He joins from Linklaters where he was a partner for six years.

15 April 2020

Going back to your roots

Inefficient reporting methods continue to vex LPs. It’s time to go back to the source

18 December 2019

Q&A with Raxita Kapashi, CFO at Dawn Capital

Having recently joined Dawn Capital as the company's first official CFO, Kapashi discusses her new role and what led her to join a venture capital firm

25 November 2019

The Profile: Jackson Heddy, Northzone

Jackson Heddy discusses the particular challenges of running a venture back office; including the complexity of data analysis for young companies and troublesome valuation methods

31 October 2019

ILPA unveils model LPA

The document is a standardised and accessible template use to aligning GPs and LPs

9 August 2019

Leverage in secondaries: friend or foe?

The use of leverage in secondaries is on the rise, but does this little talked about feature of the market represent an important driver for growth and innovation, or a matter for concern?

2 August 2019

Standardisation: not the whole story

Aims to improve and create efficiencies for the reporting of fees and expenses are valiant but templates only tell part of the story