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How Hamilton Lane's PAF Turned Unrealized Gains Into Real Fees
And Why You Should Read Proxy Statements
3 hrs ago
•
Leyla Kunimoto
and
TheAltView
29
February 2026
Blue Owl Technology Income Corp (OTIC) Deep Dive
What's inside, what to watch, and how the money is made
Feb 28
•
Leyla Kunimoto
43
11
2
When Gates Shut Close: A Primer on Gating Provisions in Private Funds
What they are, how they work, and why you should read "semi-liquid" as "mostly illiquid"
Feb 25
•
Leyla Kunimoto
44
9
Record Multiples; Bird Watching 🦉; and $77B in Hard Maturities
🗞️ Sunday digest: private markets insights 2/22
Feb 22
•
Leyla Kunimoto
37
1
🦉Hoot, There It Is: OBDC II Sells the Crown Jewels, Halts Redemptions
Are You Better Off with a Haircut?
Feb 20
•
Leyla Kunimoto
57
16
5
How to Read Financial Statements of a Private Credit Fund, a CRDEX Case Study, Part 2
How to Read Financial Statements (and Why You Can’t Afford Not To)
Feb 18
•
Leyla Kunimoto
15
2
2
How to Read Notes to Financial Statements: CRDEX Case Study, Part 1
How to Read Notes to Financial Statements (Without Crying)
Feb 15
•
Leyla Kunimoto
18
11
1
Five Q(uestion)s for Cliffwater's Five Ws
Or What Happens When Assumptions Break? A guest post by Rachel Volynsky
Feb 13
•
Leyla Kunimoto
22
4
1
Inside Apollo Asset-Backed Credit Company LLC (ABC)
The structure, the fees, what's inside and how the money is made
Feb 11
•
Leyla Kunimoto
19
1
PE Returns, SaaS Bloodbath in Private Credit, and MF Green Shoots 🌱
🗞️ Sunday digest: private markets insights 2/7
Feb 8
•
Leyla Kunimoto
28
4
WTF is ABF? Your Primer on Asset-Based Finance
What it is, what it isn’t, and why it’s showing up in private credit portfolios
Feb 5
•
Leyla Kunimoto
28
2
1
Reverse-Engineering Valuation and the Capital Stack
An LP’s guide to reading between the lines on a preferred equity deal
Feb 1
•
Leyla Kunimoto
34
3
3
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