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How Hamilton Lane's PAF Turned Unrealized Gains Into Real Fees
And Why You Should Read Proxy Statements
10 hrs ago
•
Leyla Kunimoto
and
TheAltView
32
1
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
PE Returns, SaaS Bloodbath in Private Credit, and MF Green Shoots 🌱
🗞️ Sunday digest: private markets insights 2/7
Feb 8
•
Leyla Kunimoto
28
4
Secondaries, 19% NAV Drop, and Cap Rate Projections
🗞️ Sunday digest: private markets insights 1/25
Jan 25
•
Leyla Kunimoto
21
2
Watch Liquidity. Closely.
How I track share transactions (and why you should too)
Jan 15
•
Leyla Kunimoto
25
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
14
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
35
16
5
Unmonetized Companies, DSCR <1, and IPO to Watch
🗞️ Sunday digest: private markets insights 12/14
Dec 14, 2025
•
Leyla Kunimoto
19
2
1
Funds of Funds: Special Sauce or Dead Weight?
And What the Ares Private Markets Fund (APMF) Reveals About Fees, Incentives, and Real Returns
Dec 4, 2025
•
Leyla Kunimoto
and
TheAltView
22
3
1
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