May 13, 2025
At the 2nd annual LPGP Connect CFO/COO Private Markets in Miami, we showcased how automation is redefining fund management operations. Despite well-known risks and costly industry mistakes, many firms still rely on Excel for critical calculations like waterfall and carry. It's time for a smarter, safer way forward.
October 17, 2024
Jordan Rothberg, Co-Head of Private Equity Fund Administration, U.S. for IQ-EQ shares his thoughts on fund administration challenges, key person risk, the difference dedicated technology is making, and some fund accounting career building tips.
February 22, 2024
Continuing our series of interviews to gain better insights into private markets, we sat down with Sergey Aslanyan who works for Klimfo, a single-family office based in Switzerland.
December 5, 2023
Automation for fund distribution waterfall and carry calculations is a classic example of how technology can give time-poor executives back their valuable time.
July 13, 2023
We frequently encounter mistakes in waterfall calculation models (usually from manual spreadsheets), and since auditing spreadsheets is challenging, we often discuss these mistakes with our clients and how to address them.
June 12, 2023
Spreadsheets are the most commonly used and available tool for number-crunching tasks, but when financial institutions become reliant on them for more complex tasks, problems can arise.
June 6, 2023
The term "waterfall" in private markets can mean different things to different people, often leading to confusion, misunderstandings and ultimately, wasted time. Download this white paper to help make sense of different waterfall calculation models in context of different allocation scenarios.
May 8, 2023
With growing regulation in the sector, there has never been a more pressing demand to improve transparency and communication between GPs and LPs.
.png)
