Subscribe
Sign in
Home
Notes
Chat
Case Studies
Archive
About
Private Credit
Latest
Top
Discussions
PE Returns, SaaS Bloodbath in Private Credit, and MF Green Shoots 🌱
🗞️ Sunday digest: private markets insights 2/7
22 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
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
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
Evergreen Funds, Part 2
How capital deployment shapes returns
Jan 2
•
Leyla Kunimoto
12
Private Markets in 2026: What Changes, What Sticks
Trends shaping private equity, private credit, and commercial real estate
Dec 28, 2025
•
Leyla Kunimoto
26
2
Top 10 Books 📚 + Top 10 Posts
Required reading, and most-read posts
Dec 26, 2025
•
Leyla Kunimoto
33
16
5
Cliffwater Corporate Lending Fund (CCLFX)
What's inside, and what to watch
Dec 18, 2025
•
Leyla Kunimoto
32
8
2
Unmonetized Companies, DSCR <1, and IPO to Watch
🗞️ Sunday digest: private markets insights 12/14
Dec 14, 2025
•
Leyla Kunimoto
19
2
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts