ODD / DDQ
18 November 2021
Profile: Richard Burrett, Earth Capital
The chief sustainability officer discusses the firm's proprietary tool, Earth Dividend, challenges around certifying as a Guernsey Green Fund as well as what he thinks of the FCA's proposed climate-related disclosures
15 November 2021
DLA Piper launches end-to-end funds practice
The division aims to provide a one-stop shop for asset managers, investment fund sponsors and investors across all industry sectors, geographies, asset classes and investment strategies
10 November 2021
ILPA publishes DDQ 2.0
The template features a streamlined structure, which aims to makes filling in the document smoother, and easier for LP reviews
28 October 2021
Profile: Jon Fredrik Vassengen, Argentum
The manager and compliance officer discusses how the fund-of-fund determines ESG criteria and the challenges of collecting quantitative ESG data
20 October 2021
JTC buys perfORM
perfORM was set up as an ODD business for LPs to use across PE, private credit, RE, infras, hedge, crypto and digital assets
28 September 2021
5 minutes with… Michel Geolier, Betterfront Technologies
“We enable GPs to lead with their story, to present their track record to prospective LPs, which then gives them the chance to look through the data to understand what sets this GP apart from its competition.”
24 September 2021
IPEM 2021: Adapting to a virtual world
Klas Tikkanen, COO of Nordic Capital talks about adjusting to remote working through the pandemic, as well as the process of raising two funds virtually
23 September 2021
IPEM 2021: Lessons learned from Covid
Philippe Poletti, CEO of Ardian France talks about how the firm managed the Covid crisis, and why sustainability is now at the core of every business strategy
16 September 2021
Less than half of LPs accept standard DDQs
DiligenceVault found 58.8% of LPs send custom DDQs to their managers
14 September 2021
IPEM 2021: The LP view
Michael Lindauer, MD of Allianz Capital Partners explains why LPs should stay calm and invest consistently
9 September 2021
Profile: Stella Morse, Inverleith
The CFO discusses joining the private equity firm from the consumer world, what she thinks of the latest ESG regulations and setting up Inverleith's first institutional fund
26 August 2021
5 minutes with… Antoine Sage, PE Cube
“A typical buyout fund, for example, with 50 LPs and 10 portfolio companies generates around 10,000 documents during its lifespan, which equates to about 40,000 emails. Managers need a dedicated tool to manage this quantity of information.”
19 August 2021
ILPA seeks feedback on DDQ and DEI metrics
These latest updates aim to reflect the changes in the industry over the past several years, specifically around ESG and DEI
11 August 2021
Preqin acquires Colmore
The acquisition enables both firms to serve their clients across the entire private market investment lifecycle, from fundraising to due diligence and portfolio monitoring
9 August 2021
2025: PE’s digital golden year
In 2025, structured data exchange will be the norm for fund managers as PE moves away from Excel. The Drawdown explores the tech solutions making that future a reality
22 July 2021
Profile: Feizal Moossa, Adenia Partners
The chief risk officer discusses the importance of his role within private equity, how his responsibilities have evolved since joining Adenia in 2003 as well as operating without an in-house legal team
14 July 2021
MYCDD partners with IDnow
The partnership enables MYCDD to provide its clients with KYC services
12 July 2021
You can’t stand under my umbrella
The Greensill scandal has thrown light on umbrella structures, which are now under review by the FCA - what could this mean for private equity?
7 July 2021
Diligend and eVestment announce partnership
The agreement allows clients of both eVestment and Diligend to complete more of their due diligence process via one technology platform
24 June 2021
Profile: Jonathan Pugh-Smith, Bregal Investments
The general counsel of funds discusses why he joined the firm, the diversification of Bregal's LP base and the ongoing challenges around regulations
22 June 2021
ODD: social media increasingly important
29% of PE LPs now use social media as part of their ODD on potential investee funds
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)
14 June 2021
LPs increasingly concerned by tax and regulatory changes
43% of LPs identified regulatory changes as the greatest risk to PE returns
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
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
6 May 2021
Diligencing diversity
Gender diversity is a key issue for private capital markets, but are LPs digging deep enough when diligencing fund managers?
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?
15 April 2021
Comment: Virtual due diligence: Best practices emerge
Investors are growing accustomed to remote due diligence amid the pandemic; Zac Williams of Monument Group outlines some simple guidelines to help GPs differentiate themselves
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
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
3 February 2021
Remote working impeding training
EY’s latest CFO survey found 76% of respondents believe the biggest risk to their firms caused by WFH is an inability to train employees quickly
17 January 2021
ILPA publishes model NDA
The template aims to streamline due diligence access for LPs and GPs
11 January 2021
The ESG tech wave
From static and infrequent DDQs to real-time, performance linked, fully integrated improvements; ESG is fast-becoming a tech play
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.
19 November 2020
IR at breaking point
Can the increased GP/LP communications that took place in response to the crisis continue indefinitely, and does it need to?
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
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
30 July 2020
LISTEN: RFA’s George Ralph on data pt3
Our third and final instalment of The Drawdown’s conversation with RFA’s George Ralph looks as LP expectations when it comes to data management and ways to boost transparency.
23 July 2020
Steadying the ship
Can a solid operating platform provide much needed certainty in an increasingly uncertain world?
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?
18 May 2020
ODD times
Later stage operational due diligence appears to be pushing through to legals, but more broadly, these exercises will likely be permanently impacted by the crisis
6 April 2020
From the archive: The operating committee
A number of large private equity houses are setting up operating committees in response to the major tasks now faced by non-deal team members
16 January 2020
ODD to boost focus on data compliance
Increased use of large data sets to generate alpha is driving increased operational due diligence in how funds manage information
8 November 2019
Fund structures are so last season
As new waves of regulation continue to hit private equity, managers are quietly shifting to the peaceful waters of deal-by-deal investing
8 November 2019
Time to bite back
For too long operational leaders have been yes men, it's high time they became key men
19 July 2018
AnaCap’s Edwards on proprietary technology
Second instalment of our discussion with AnaCap COO Michael Edwards explores development of intelligence platform