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PE Returns, SaaS Bloodbath in Private Credit, and MF Green Shoots 🌱
🗞️ Sunday digest: private markets insights 2/7
23 hrs ago
•
Leyla Kunimoto
15
3
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
21
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
32
3
3
January 2026
Inside Coller Private Credit Secondaries (CollerCredit)
Fees, holdings, and why private credit secondaries are only getting started
Jan 29
•
Leyla Kunimoto
24
8
3
Secondaries, 19% NAV Drop, and Cap Rate Projections
🗞️ Sunday digest: private markets insights 1/25
Jan 25
•
Leyla Kunimoto
21
3
Private Credit Secondaries: A Primer
How they work, LP-led vs GP-led, and what you need to watch
Jan 22
•
Leyla Kunimoto
24
3
1
Inside Carlyle AlpInvest Private Markets Fund (CAPM)
What's inside, how the money is made, and what it'll cost ya
Jan 18
•
Leyla Kunimoto
11
9
1
Watch Liquidity. Closely.
How I track share transactions (and why you should too)
Jan 15
•
Leyla Kunimoto
21
2
PE Fees Fall, Exodus from Non-Traded BDCs? and Distress That Isn’t
🗞️ Sunday digest: private markets insights 1/11
Jan 11
•
Leyla Kunimoto
18
2
3
It’s NAV... Until You Want Liquidity
Why illiquid assets belong in drawdown funds - and how to read property-level financials
Jan 8
•
Leyla Kunimoto
18
11
1
Partners Group Next Generation Infrastructure
Evergreen Fund Targeting Global Infrastructure: Fees, Holdings, and How the Manager Earned Incentive Fee
Jan 4
•
Leyla Kunimoto
22
2
1
Evergreen Funds, Part 2
How capital deployment shapes returns
Jan 2
•
Leyla Kunimoto
12
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