The Private Capital Industry is Evolving

Understanding Risks & Aligning Interests By Shay Caufield, Executive Vice President, PEF Services The traditional funding mechanism for illiquid alternative asset funds includes the periodic drawdown of capital from investors. This amount is based on the...

Keep Calm and Carry On By Joe Campbell, CTO, PEF Services LLC Every business can experience a serious incident that can prevent it from continuing normal operations. In this day and age, no business is immune from external or internal threats that can compromise the...

Fostering Collaboration By Anne Anquillare, Chief Executive Officer and President of PEF Services LLC When GPs find themselves in a defensive position, they can't make the best decisions for the fund and their investors. And fee and expense allocation has become one...

How this impacts your fund by David Gerogosian, Executive Vice President, PEF Services On Thursday, June 22, 2017, SBA released for public comment, the long-awaited revisions to its Management Fee Policy.  This TechNote, once finalized, will impact all leveraged SBIC...

Why Allocation of Fees and Expenses Matter to Both Venture and Private Equity Firms Fees and expenses are a stressful issue for many GPs, impacting VC and PERE funds alike.  With a lack of clear guidelines and growing investor scrutiny, many firms second-guess their...

Today's investment firms are poised for growth. But they also face significant challenges, including tighter regulations, more complex reporting requirements, increased reputational risks and rising operational costs. An efficient, transparent back office helps your...

by Shay Caufield, PEF Services LLC Complex, non-standard reporting processes make it challenging for investors in illiquid alternative asset funds to review, analyze, and verify the data they need. This is a growing concern.  Limited Partners [LPs] struggle with...

by David Gerogosian, PEF Services LLC There are a number of changes either finalized or proposed by SBA in recent weeks and many of you have probably seen these announced in various publications from the industry.  We want to consolidate these here for you in a manner...

" The Proactive Approach" discusses the ongoing stream of new regulatory requirements covering fees and expenses that can be overwhelming to funds but Anne Anquillare says a proactive strategy can keep managers ahead of the game.  To read the full article click...