Over 70% of ERP initiatives fall short of their original goals, often because critical questions go unasked during vendor demos—controlled environments that don’t reflect real-world fund complexities. This checklist helps private equity CFOs look beyond the pitch to assess performance, integration, security, team expertise, and total cost, ensuring the vendor can deliver as a true long-term partner.

Heightened market volatility and growing institutional demand for client-centered and dedicated portfolio valuation advisory services accelerate global expansion.

The SEC’s Private Markets Roundtable explored how private assets are entering retail channels and what that means for valuation, governance, and investor protection. Key discussions focused on control alignment, board oversight, and disclosure expectations.

A 19% NAV write-down raised eyebrows across private credit markets. Discover what really drives debt valuations and why even small rate moves can have outsized effects.