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🗞️ Sunday Digest: Private Markets Insights 9/14
Risk on in credit, VC valuations climb, and capital is creeping back to CRE
Sep 14
•
Leyla Kunimoto
15
1
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The DPI Games - How the "Bulletproof" Metric Can Be Manipulated
What LPs Need to Know About Synthetic Payouts, Continuation Funds, and Premature Exits
Sep 11
•
Leyla Kunimoto
13
Inside BCRED: A Deep Dive into $30B of Debt
Reading between the lines: what the balance sheet shows (and how I used AI to figure out what it doesn't)
Sep 7
•
Leyla Kunimoto
15
1
Cash Distributions ≠ Great Investment, CRE Edition
How to tell if your quarterly checks come from operations (with an AI prompt to help)
Sep 4
•
Leyla Kunimoto
11
2
🗞️ Sunday Digest: Private Markets Insights 8/31
CRE trends, private credit risks, and the discounts GPs would accept in private equity
Aug 31
•
Leyla Kunimoto
15
1
The IRR-elevant Metric?
Understanding the flaws in IRR - and the metrics that give investors the full picture
Aug 28
•
Leyla Kunimoto
19
2
Private Credit Interval Fund
What the fact sheet doesn’t show - and where to look instead
Aug 24
•
Leyla Kunimoto
12
8
Continuation Vehicles: The New Lifeline
How GP-led funds are reshaping exits, extending ownership, and challenging LPs to rethink risk and opportunity
Aug 21
•
Leyla Kunimoto
9
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