Reporting & Transparency
20 October 2020
WATCH: Technology…and how it’s shaping the operating models of tomorrow
The pandemic has been a catalyst for digital transformation, but there are major challenges still to face
29 September 2020
5 minutes with…Tuomas Saarinen, Apollonian
We caught up with independent valuation provider Apollonian’s co-founder and chair Tuomas Saarinen to find out how the company came about and the importance of valuing intangible assets.
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
28 September 2020
The ID Register spins out of Apex
Initially backed by Ipes, the Guernsey-based business is a clearinghouse for KYC and investor onboarding
22 September 2020
Rochford launches in the UK
Treasury management provider Rochford Capital expands from Australian roots to the UK
21 September 2020
KPMG Luxembourg names new sector leads
Chrystelle Veeckmans is head of asset management and Christophe Diricks is head of alternative investments
14 September 2020
ESG: From checkbox to value creation
Private equity firms have been dutifully integrating ESG reporting, but few use it as a genuine driver of value
7 September 2020
Profile: John Eggleston, Pantheon
The chief technology officer discusses his approach to upgrading the firm’s IT infrastructure, the importance of cybersecurity awareness training and why you should always start with data during tech transformations
1 September 2020
Backstop upgrades RMS
The enhanced multi-asset class research management system allows institutional investors to track research and DD across all asset classes
28 August 2020
LISTEN: MUFG’s Mike Dickey on ESG reporting
Alice Murray talks to Mike Dickey, head of product at MUFG Investor Services, about the data flow of ESG information between GP and LP
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
20 August 2020
Profile: Peter Finden Bamrud, Verdane
The head of analytics discusses joining PE straight out of uni, the biggest challenges the industry faces and the importance of harnessing data correctly
10 August 2020
Private Equity Service Provider Awards: Shortlist Announced
Announcing the finalists for the 2020 Private Equity Service Provider Awards
3 August 2020
The Impact Investing Operating Principles: the power of independence
Audits and regulatory practices are vital for tracking cash, but where are the equivalents for environmental and social impacts?
31 July 2020
WATCH: Data strategies for a digital world
Alice Murray speaks to eVestment’s Katey Bogue about how private capital funds are harnessing data to improve operations and performance
30 July 2020
RFA launches managed data services
Cloud, cybersecurity and digital transformation specialist RFA has launched its managed data services platform
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?
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
LISTEN: RFA’s George Ralph on data, pt1
This first instalment explores the nuances of developing data strategies, depending on the firm’s size, focus and willingness to to adopt new technologies
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
29 June 2020
PODCAST: Stick or twist? How to manage on-going tech upgrades
Alice Murray speaks to MUFG's Danny Trentacosta about why now is a great time for GPs to revisit tech infrastructure upgrade projects put on hold by Covid-19
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
18 June 2020
Talking tech: FSN’s Conradi on digital roles
Part one of our two-part series discusses Conradi's career move from the tech industry to PE; his newly-created CDO role; as well as what PE can learn from tech
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
The Private Equity Editors’ Podcast 2
Hosted by Talya Misiri of Real Deals and Alice Murray of The Drawdown, these podcasts aim to provide insight into what we’re hearing, reading, discussing and discovering through our coverage of the private equity market.
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
19 March 2020
How one GP is handling its AGM amid Covid-19
To reduce the risk of spreading Covid-19, Ratos has altered its arrangements for the firm’s planned AGM
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