Subscribe
Sign in
Home
Notes
Chat
Case Studies
Archive
About
Private Equity
Latest
Top
Discussions
JPM Private Markets Fund: Losing Money on Operations, Up 74%
How a $1.4 billion fund generates double-digit returns without a single profitable quarter
Apr 8
•
Leyla Kunimoto
53
9
3
$1T in PE Zombie Funds, PC Gates Multiply, and CRE Fundraising Bounces Back
🗞️ Sunday digest: private markets insights 4/5
Apr 5
•
Leyla Kunimoto
52
2
3
Cliffwater's Cascade Private Capital Fund (CPEFX)
23.5% of the portfolio is effectively a fund-of-funds-of-funds (you read that right)
Mar 28
•
Leyla Kunimoto
48
3
Carlyle Engineers Liquidity; Private Credit Gates Multiply; and CRE Gets a Second Look
🗞️ Sunday digest: private markets insights 3/22
Mar 22
•
Leyla Kunimoto
37
1
1
K-Shaped PE, Private Credit Gates, and $0.58 Recovery on a AAA Bond
🗞️ Sunday digest: private markets insights 3/8
Mar 8
•
Leyla Kunimoto
40
7
2
How Hamilton Lane's PAF Turned Unrealized Gains Into Real Fees
And Why You Should Read Proxy Statements
Mar 4
•
Leyla Kunimoto
and
TheAltView
41
1
3
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
50
9
2
Record Multiples; Bird Watching 🦉; and $77B in Hard Maturities
🗞️ Sunday digest: private markets insights 2/22
Feb 22
•
Leyla Kunimoto
38
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
26
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
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
