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Investor Toolkit

49 posts

Practical resources and guides to simplify the private investment process. Useful tools and knowledge to empower investors.

5 minute read

Investor Toolkit

Common vs. Preferred Stock: Everything Investors Should Know

Understanding the distinction between common stock and preferred stock is essential. Each carries a unique set of rights, priorities, and implications that can affect outcomes across funding rounds, exits, and distributions.

June 10, 2025

3 minute read

Investor Toolkit

NAV-Based Credit Facilities: Liquidity Without the Exit

NAV-based credit facilities provide private market funds liquidity by allowing them to borrow against their portfolio's net asset value, facilitating capital access without asset liquidation or disrupting investment strategies.

June 3, 2025

6 minute read

Investor Toolkit

Alts Are the New Black: Building Smarter Private Portfolios

A practical guide to private market investing — from PE to real assets — for investors looking to build smarter, more resilient portfolios.

April 22, 2025

4 minute read

Investor Toolkit

Collateralized Fund Obligations: Unlocking Liquidity in Private Markets

Collateralized Fund Obligations (CFOs) enhance liquidity in private markets by securitizing illiquid fund interests into structured investment products, balancing risk and return while addressing capital efficiency.

April 21, 2025

3 minute read

Investor Toolkit

PPLI: A Strategic Tool for Global Families

Private Placement Life Insurance (PPLI) offers UHNW families tax efficiencies, investment flexibility, and global mobility for effective wealth planning, making it essential for complex cross-border financial strategies.

April 7, 2025

4 minute read

Investor Toolkit

Evergreen Funds: A Gateway to Private Market Investing

Evergreen funds are innovative open-ended investment vehicles offering long-term flexibility and gradual capital deployment. They provide easier access to private markets.

April 1, 2025

4 minute read

Investor Toolkit

Investment Red Flags: When NOT to Invest

Critical investment red flags, including unrealistic projections, leadership instability, opaque structures, and external risks.

March 24, 2025

4 minute read

Investor Toolkit

Continuation Funds: Why GPs Are Doubling Down on Their Best Bets

Continuation funds enable private equity managers to extend the life of high-performing assets, providing liquidity solutions while aligning interests of GPs and LPs amidst evolving investment landscapes.

March 4, 2025

3 minute read

Investor Toolkit

Mastering Due Diligence in M&A

Due diligence in M&A uncovers risks, validates fits, and ensures long-term value. Key areas include financials, legal aspects, operations, and market viability.

February 25, 2025

3 minute read

Investor Toolkit

Stress Testing Your Investments: The Ghost Portfolio Approach

The Ghost Portfolio approach stress-tests investments by simulating historical scenarios, helping investors identify risks, refine strategies, and enhance portfolio resilience amidst market uncertainties.

February 19, 2025