Carried Interest

The tech provider aims to make calculating overall carry more efficient as firms struggle to attract and retain operational talent.

Provider aims to make calculating overall carry faster and less error prone, and will soon offer automated employee-specific carry calculations.

Delegates at the 2014 forum heard about the challenges around automating the carry waterfalls process – something that’s still true nearly a decade on.

Earlier efforts to reform carried interest taxation had stalled, before US Senator Joe Manchin announced on Wednesday that he and Senate Majority Leader Chuck Schumer had worked out a deal.

'Super carry' provisions letting GPs keep more than the traditional 20% help boost larger funds' profit-sharing proportions.

Pioneering fund managers are making the ultimate GP prize – carried interest – contingent on impact or ESG metrics. Is this the future?

Carried interest, capital gains and SALT all sting but worse may be coming.

A House bill, as currently written, came as a surprise to the market, as other regulatory, inflation and competitive headwinds abound in private equity. But Fall Forum panelists kept their chins up about the future.

A US Chamber of Commerce report predicts the tax could see the PE/VC industry shrink by nearly 20%. But a House committee moved to take its edge off, and one finance exec shrugs at even the worst proposals.

The report predicts the tax could see the PE/VC industry shrink by nearly 20%, with failures of many PE and venture-backed firms.