Reporting & Transparency
30 July 2020
RFA launches managed data services
Cloud, cybersecurity and digital transformation specialist RFA has launched its managed data services platform
23 July 2020
Steadying the ship
Can a solid operating platform provide much needed certainty in an increasingly uncertain world?
22 July 2020
Maples Group partners with IHS Markit
The partnership allows data on credit activity to automatically integrate into Maples’ accounting system
21 July 2020
MUFG selects Broadridge’s loan tracking tech
Partnership comes off the back of strong growth in the private debt, credit and direct lending market
16 July 2020
Post Brexit rules come to light
The FCA announced replacement rules for investment firms, namely a new prudential regime that may hit PE houses
10 July 2020
ILPA updates model LPA
According to ILPA, updates have been made to improve transparency, governance and alignment of interests
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
25 June 2020
5 minutes with… René Kampschulte, Keytrack
The managing director talks about why he created the VC portfolio management software, the ultimate goal for the product and why he won’t rule out expanding to PE in the future
25 June 2020
AcordIQ launches waterfall validation service
The platform aims to help GPs by providing them with independent verification on waterfall calculations
25 June 2020
eVestment launches report building module
The Excel Report Builder enables GPs to recreate their clients’ report templates in the app by selecting the required data points and configurations
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?
15 June 2020
Domicile watch: June 2020
Key takeaways from the major PE domiciles: including how Luxembourg, Guernsey and Jersey are adjusting their practices as Covid-19 country lockdowns are eased while Cayman highlights a fraudulent due diligence email being circulated
15 June 2020
LPs to sharpen focus on valuations
Coller Capital's Global Private Equity Barometer Summer 2020, found almost half (48%) of LPs require or will require their GPs to perform independent valuations
11 June 2020
ILPA wants more transparency on sub lines
The latest guidance advises PE firms to be more transparent around the use of fund finance facilities and the impacts they have on performance
11 June 2020
EQT secures largest ESG-linked sub line
EQT's Therése Lennehag: "With this ESG-linked financing facility, we actively contribute to increasing the availability of high-quality ESG data, critical for the financial markets to be able to build a resilient and regenerative economy"
9 June 2020
GPs see digitisation as a growth enabler
The Intertrust PE Report Summer 2020 survey, found technology and digital functionalities are key in helping firms to achieve greater transparency
8 June 2020
LPs call for detailed impact analyses
A recent survey from Cebile Capital has found that LPs are in need of detailed impact assessments of Covid-19 on portfolio companies
8 June 2020
Special sauce
The Drawdown caught up with some of the UK's leading special situations investors to find out how they've been reacting to the crisis
4 June 2020
It’s never too data
Data is the here and now. So how do you actually use it? What steps can you take today?
18 May 2020
Colmore establishes ML and data team
Kamil Leoniuk and Lukasz Szczesiak to lead Colmore's new business unit focused on machine learning and data automation
11 May 2020
Join us: CFOs & FD networks
Part one of our mini series on networks in PE: this instalment considers CFO & FD networks and finds they can be more hindrance than help
4 May 2020
Investindustrial awarded B-Corp status
B-Corps meet the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose
24 April 2020
Q1 2020 NAVs are expected to decrease 9.5%
The survey conducted by Setter Capital also found Q2 2020 NAVs are expected to decrease 12.6%
16 April 2020
WFH best practice: Regulators and financial reporting
The third article in our mini-series provided by 3LDC focuses on reporting, financial and regulatory commitments during lockdown. It aims to remind and provide brief guidance on what firms should be doing.
15 April 2020
Stop using Zoom, now
Following recent reports of Zoom's poor security, experts advise ditching the platform
15 April 2020
PwC publishes special guidance update on valuations
The accountancy firm considers the guide an additional support to the statement released last month by IPEV on estimating Fair Value during the crisis
15 April 2020
Nothing to see here: LP defaults are fake news
Following reports of LP defaults, the Fund Finance Association (FFA) has released a statement on current market activity, as well as best practices.
15 April 2020
Going back to your roots
Inefficient reporting methods continue to vex LPs. It’s time to go back to the source
9 April 2020
LPs unsure what capital is being called for
ILPA members have reported confusion over how GPs are using newly called capital and sub lines.
6 April 2020
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
6 April 2020
WFH best practice: Life in lockdown
Consultants 3LDC return with their next instalment, this time looking at the longer term impacts of remote working and how to adapt processes
3 April 2020
Time to bring in the (remote) experts
With private equity firms moving to remote working set ups, now is the time to bring in experts adept at this way of working
27 March 2020
Hazard warning: valuations in the midst of volatility
Key considerations for valuing portfolio companies in current conditions
27 March 2020
IPEV releases statement on fair value
LPs have a critical need at 31 March 2020 for their GPs to report underlying investments at fair value on a timely, consistent and rigorously determined basis.
20 March 2020
The new PE playbook
McKinsey urges sponsors and their portfolio companies to adjust quickly to the COVID-19 outbreak
16 March 2020
The increasingly public world of private equity
In late January, the IPEM conference in Cannes brought together almost 3,000 delegates, spanning all corners of the industry. The key takeaway was that private equity is an increasingly public affair
16 March 2020
The Profile: Stephen Richmond, CFO Abris Capital
Stephen Richmond tracks his journey from investment director to CFO, and the nuances of operating funds in central and eastern Europe
17 February 2020
Face value
A group of venture capital CFOs sat down with The Drawdown to discuss challenges of valuing pre-revenue companies and implications of the new IPEV guidelines
14 February 2020
The Ocado of private equity
AtomInvest’s recent white-labelling of its software could be the much needed investor onboarding remedy the industry is seeking
27 January 2020
Video AGaMes
Private equity firms are turning to rich media as a way to spice up AGMs
23 January 2020
Comment: Who built your marketing infrastructure?
For growing fund managers, a decent marketing framework is a must, but who takes responsibility for managing the build?
15 January 2020
Lost in the clouds
The move to cloud computing comes with glorious benefits and efficiencies, but given the particular IT needs of private equity - mainly security - finding the right cloud set-up is proving tricky.
9 January 2020
Valuations what’s new, what’s not and what matters
A round-up of recent regulatory developments for private equity valuation practices
6 January 2020
The Profile: Jason Howard, Headway Capital
Headway’s CFO Jason Howard looks back at the important lessons learned throughout his career, which now act as intrinsic guides for his current role, where meeting the needs of clients is key.
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
27 November 2019
The data journey waits for no one
Private equity’s data journey may only just be setting off, but like any expedition, packing the best equipment and selecting the right companions make reaching the final destination a lot more enjoyable
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
20 November 2019
Luxembourg’s AUM increased 20% year-to-year
Figure comes from ALFI's latest 2018 Luxembourg Private Equity and Venture Capital Investment Funds Survey
15 November 2019
Views from the Summit
Highlights from two of the technical breakout sessions at this year's BVCA Summit in London
8 November 2019
Time to bite back
For too long operational leaders have been yes men, it's high time they became key men
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
25 September 2018
Private equity under populist rule
As the economy becomes a global chessboard, what does protectionism hold in store for GPs?
6 September 2018
Private equity’s IRR claims slammed as “fake news”
Calls on LPs to “look closely” pile further pressure on already-controversial metric
28 August 2018
The impact of brand awareness
eVestment whitepaper finds GPs with high brand visibility outpace others
17 August 2018
Appetite mounts for standardised performance reporting
Compliance with GIPS rules can be factor in GP searches by consultants, survey shows
9 August 2018
Using numbers to win hearts and minds
Citizens reject PE’s value creation credentials. Could data help GPs tell their story?
28 June 2018
5 minutes with… Jyoti Banerjee
Reporting expert discusses why PE needs an information architecture and a CIO to run it