Performance, income, tax, capital, and the mechanics of private market investing.
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Investment fees are easy to measure. The time spent tracking capital calls, distributions, statements, tax documents, and sponsor updates is a hidden cost of owning alternative investments.
See income history, upcoming payments, and portfolio-wide forecasts across your alternative investments—all in one tracker.
Most investors focus on making an investment and eventually receiving returns. The years in between often receive the least attention—even though they're where organization, visibility, and long-term success are built.
Capital calls, distributions, NAV updates, K-1s, and sponsor communications arrive over many years. The biggest risk for many investors isn't poor performance—it's gradually losing track of their investments.
NAV is the most frequently reported number in private market investing — and the most misunderstood. Here is what NAV actually measures, how sponsors calculate it, why it moves slower than public markets, and how to read it without over- or under-trusting it.
Conventional investing advice says to stop checking your portfolio. That makes sense for publicly traded stocks—but alternative investments require a different kind of monitoring. Here's why.
Spreadsheets work well for a small portfolio, but growing alternative investment portfolios introduce complexity that can make manual tracking increasingly difficult.
Blue Owl's private credit funds have been capping redemptions for two straight quarters, while another fund shifted toward manager-controlled capital returns. Here is what happened, and what every semiliquid fund investor should take from it.
Distributions from private equity, real estate, and private credit funds work nothing like dividends from public stocks. Here is how private market distributions work, when to expect them, why they are lumpy and unpredictable, and how income differs by asset class.