Aligning Values and Value: Building Sustainable Portfolios
Explore how to integrate ESG factors into your portfolio, setting impact goals, and monitoring investments to balance financial returns with social good.
Browsing Tag
Family Offices
70 posts
Articles tailored to the unique perspectives of family offices, from allocation strategies to generational wealth transfer and governance.
Real Estate Investment Avenues : An Overview
An exploration of real estate investment avenues, including direct purchases, REITs, private equity funds, and crowdfunding platforms. Ideal for those getting started and exploring investment opportunities.
An Introduction to Cash Flow Planning for Private Fund Investments
Discover the intricacies of cash flow planning for private fund investments, from fund life cycles to techniques for modeling uncertain cash flows. Essential insights for investors navigating alternative assets.
The Rising Influence of Banks in the Private Credit Sector
This article explores banks' increasing involvement in the private credit sector, analyzing challenges, key drivers, and strategic entry, shedding light on their evolving role and impact.
Diligence Series: Exploring Exits
Explore exit opportunities in the venture capital industry by analyzing recent transaction landscapes, key questions, and information gathering techniques. Map the exit and investment landscape to identify potential buyers and M&A trends, providing valuable insights for investors and founders.
Diligence Series: Breaking Apart the Business Model
The Diligence Series discusses the significance of the business model in investment due diligence. It compares the business model to a car engine, highlighting the need to understand its mechanics, sustainability, and financial performance.
Diligence Series: Contextualizing the Market
Discover the essential elements of market analysis in private investing with this insightful blog post. Explore market sizing, competitive landscape assessment, and market trends and risks to gain valuable insights for evaluating investment opportunities.
Diligence Series: Meeting the Team
Learn how to assess the team behind a business venture in this blog post, exploring factors such as leadership ability, collective dynamics, and expertise to gauge their potential for success.
Diligence Series: Weighing the Value Proposition
Understanding the value proposition of a business venture is crucial before investing. This blog post guides readers in framing the problem, defining the solution, and assessing the opportunity-solution fit.
Introducing the Diligence Series: Applying a Simple Framework
Analyzing private investment opportunities requires a structured approach. This blog post presents a concise framework covering key aspects and considerations for investors and founders during the due diligence process.