Investor Reporting

The fast-approaching implementation of the SEC’s new marketing rule has compliance teams asking a lot of questions about how to stay in bounds, while managing cultural changes within their firms.

The service provider is adding a performance module to its TopQ analytics tool, aiming to help managers get on top of the flood of performance reporting requests from LPs since March.

Me: 'Thoughts on the ILPA recs?' You: 'They’re great. But I want to keep my sub line drawn for the first two years of the next fund'; Compliance during the pandemic: tips and advice from experts.

An exclusive on improving communications with LPs during covid-19; FFA follow up call.

Xen Capital, a Singaporean fundraising platform, is planning to launch a free-to-use reporting tool to improve the quality of manager communication during the covid-19 pandemic. Three of Xen’s GP shareholders – the identities of which are unclear – are user-testing the communication portal ahead of a planned launch on 30 April, chief executive Katrina Cokeng […]