Reporting

Having a team with a strong track record is a priority for most LPs looking at first-time fund managers, Coller Capital survey finds.

Firms are using AI to review marketing materials and legal docs, manage compliance tasks and assist with risk management.

Placement agent and tech company launch Influent to help GPs cater to retail and smaller institutional investors

Impact reports support asset owners and allocators to 'make investment and engagement decisions,' the guide states.

Given the mountains of additional paperwork the legislation requires, GPs would do well to begin their efforts now.

From AI to long fundraises and more – things are weird right now.

The tech companies’ partnership will give clients automated carry and waterfall calculations, as well as instant access to relevant data from fund documents for audits and more.

Private equity managers are relying on different methodologies to calculate net performance as the Marketing Rule’s compliance date passes

The technology provider’s industry survey found that investment firms’ support staff work longer hours than they think, and suggests tech can make their work more efficient.

An Intertrust Group survey shows gaps in expectations regarding how often to make performance and ESG data available.