Private Equity guides

Buyout and growth equity fund operations, portfolio monitoring and LP reporting.

No series is published for Private Equity yet. We are researching this track now and will publish it here once every claim can be cited to a primary source. In the meantime, the cross-cutting research below covers a lot of the same ground.

Research Hub Fund Vehicle Explorer Glossary

Explainers

AI agents on live fund data

What has to be true before an AI agent can read or act on live fund records, and how mandate tokens scope what it may do.

CRM agents versus investment platform agents

Where an agent bolted onto a relationship CRM stops, and which lifecycle stages an agent on a single fund data model can reach.

MCP and AI tool access for private capital

A plain English explainer of the Model Context Protocol, what read and write access to fund data means, and the governance questions to ask.

Fund accounting and waterfalls, visualised

How money moves through a private fund, from a realisation to an LP statement, with structural diagrams for each step.

Secondaries and continuation vehicles, explained

LP-led versus GP-led secondaries, continuation vehicles, and what each one does to a fund's records.

Other shelves

Venture Capital Private Credit Real Estate and Infrastructure Family Offices and Endowments Emerging Managers

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