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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"
16 hrs ago
•
Leyla Kunimoto
40
7
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
55
15
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
14
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
17
10
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
18
1
PE Returns, SaaS Bloodbath in Private Credit, and MF Green Shoots 🌱
🗞️ Sunday digest: private markets insights 2/7
Feb 8
•
Leyla Kunimoto
27
4
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
2
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
Watch Liquidity. Closely.
How I track share transactions (and why you should too)
Jan 15
•
Leyla Kunimoto
22
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
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