Browsing Tag
Family Offices
32 posts
How to Calculate Net Present Value
Learn how to calculate Net Present Value (NPV), a crucial technique for evaluating investment opportunities. Understand discount rates, future cash flows, and the time value of money for better investment decisions.
June 10, 2024
Beyond Stocks and Bonds: Reimagining Portfolio Mix
Explore how alternative investments like private equity, real estate, and hedge funds can build resilient, diversified portfolios amid today's economic challenges.
May 27, 2024
Alternative Investment Strategies for an Uncertain Global Landscape
In an era of uncertainty, traditional investment strategies falter. Navigating global volatility demands smarter portfolios, embracing alternative investments like real assets, hedge funds, and private equity for resilience and growth.
May 14, 2024
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.
May 1, 2024
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.
February 22, 2024
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.
February 20, 2024
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.
August 23, 2021
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.
July 23, 2021
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.
June 25, 2021
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.
June 7, 2021