Browsing Tag

Investment Instruments

34 posts

Content focused on the mechanics of investing, exploring different investable assets, vehicles, and strategies used across private markets.

4 minute read

Private Markets & Alternatives

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

5 minute read

Private Markets & Alternatives

The New Liquidity Playbook: Balancing Flexibility and Growth in Private Markets

How innovative financial structures like evergreen funds, private asset ETFs, and private credit funds are enhancing liquidity in private markets while supporting long-term growth and investment strategies.

April 14, 2025

3 minute read

Private Markets & Alternatives

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

Investment Tools & Strategies

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

3 minute read

Real Estate

Investing in Affordability: How Private Capital Can Build a Stronger Future

The U.S. faces an affordable housing crisis, necessitating private capital investment alongside government support. Responsible strategies can yield stable returns while addressing social challenges and revitalizing communities.

March 31, 2025

4 minute read

Entrepreneurship Through Acquisition: A New Path to Business Ownership and Investment

Entrepreneurship Through Acquisition (ETA) is emerging as a viable investment strategy, offering lower risks and strong returns by acquiring established businesses, appealing to a diverse range of investors.

March 25, 2025

4 minute read

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

4 minute read

Investment Tools & Strategies

Choosing Between SAFE and Convertible Notes

Entrepreneurs must choose between SAFEs and convertible notes for startup financing, each offering unique advantages and drawbacks. The decision relies on factors like valuation uncertainty, funding timelines, and investor preferences.

January 1, 2025

4 minute read

The Role of Tokenization in Private Markets

Tokenization is revolutionizing private markets by increasing accessibility, transparency, and liquidity for traditionally illiquid assets. The market is projected to grow significantly, offering diverse investment opportunities.

December 17, 2024

3 minute read

Cap Table Template

Discover the essentials of cap tables, from equity ownership to valuation. Download our template to manage your company's equity structure with clarity and confidence.

August 19, 2024