Reporting & Transparency
25 January 2021
The profile: Allan Dowie, CFO of N4 Partners
The Drawdown caught up with partner and CFO of new firm N4 Partners, Allan Dowie, who discusses setting up the firm during lockdown, implementing a new valuation process and information flows.
21 January 2021
Private Equity Service Provider Awards: Winners announced
Winners of the Private Equity Service Provider Awards revealed
18 January 2021
Apex launches tool for ESG regs
Invest Check is a tool to help financial services firms collect data to report and comply with upcoming ESG rules
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
8 January 2021
LPs want better ESG reporting
LPs are seeking more granular detail when it comes to ESG reporting, according to Intertrust Group
5 January 2021
Capital call levels greater than distributions
Latest findings from Traigo and Cebile highlight the oddities of 2020, including the rapid rise of GP-leds
17 December 2020
The conversation: Trends in 2021 and beyond
InCloudCounsel founder and CEO Troy Pospisil examines patterns established in 2020 and how they will impact the next few years in private capital markets
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
15 December 2020
IPEV reiterates special guidance ahead of year end
IPEV board reaffirms that fair value is the best measure of valuing private assets
14 December 2020
Class of 2020
A cross-section of industry practitioners share their greatest lessons of this year
14 December 2020
2020 in review: Full speed digital transformation
A look back at private equity firms and their digital transformations in 2020
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.
7 December 2020
Admincontrol and Dealsuite enter partnership
The partnership combines Dealsuite's deal sourcing platform with Admincontrol's virtual data room
7 December 2020
NAVs won’t return to pre-pandemic levels until 2022
80% of Duff & Phelps survey respondents believe up to 30% of private market investments won’t recover their pre-pandemic values until 2022 or beyond
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.
26 November 2020
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
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?
18 November 2020
WATCH: The productivity puzzle: maintaining motivation and collaboration
Watch our recent webinar, exploring where private equity needs to go next when it comes to their technology infrastructure
18 November 2020
Apex partners with RepRisk
The partnership enables Apex’s clients to access RepRisk analytics reports and case data on private companies via Apex’s ESG rating and advisory portal
17 November 2020
PE ESG reports “too superficial”
Brackendale’s latest survey found LPs are dissatisfied with PE ESG reports because they lack detail, are too vague and provide superficial statements on intent
13 November 2020
UNPRI updates investor reporting framework
The new framework aims to create a shorter, more consistent structure, with more flexible and meaningful reporting outputs
13 November 2020
PE’s response to systematic risks: room for improvement
Analysis of 100 PE firms found lacklustre responses to the triple crises of Covid, climate change and racial injustice
3 November 2020
LPs only report half of costs
Only half of total investment management costs are included in LP financial statements, according to analysis by CEM Benchmarking
29 October 2020
Majority of LPs unhappy with tech capabilities
Backstop Solutions Group and Mercer’s latest report found LPs waste around a third of their time on tasks that could be streamlined with better tech
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"