Subscribe
Sign in
Home
Notes
Case Studies
Archive
About
Case Studies
Latest
Top
Discussions
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
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
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
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
Inside Coller Private Credit Secondaries (CollerCredit)
Fees, holdings, and why private credit secondaries are only getting started
Jan 29
•
Leyla Kunimoto
25
8
3
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
12
9
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
JLL Income Property Trust
What's inside and at what valuation
Dec 21, 2025
•
Leyla Kunimoto
17
1
1
Cliffwater Corporate Lending Fund (CCLFX)
What's inside, and what to watch
Dec 18, 2025
•
Leyla Kunimoto
33
10
2
Cliffwater Enhanced Lending Fund (CELFX)
What's inside, what to watch, and where the distributions come from
Dec 7, 2025
•
Leyla Kunimoto
22
6
2
Inside Apollo Diversified Real Estate Fund
What's inside, where the 5% distribution comes from, and what investors find attractive.
Nov 23, 2025
•
Leyla Kunimoto
22
4
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts