Guide

Private Equity Fund Reference Manual

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Latest Trends and Hot-Button Topics for Managers

With so many recent and anticipated changes on the horizon, managers must keep pace with the latest financial reporting standards, industry trends and hot-button topics – all in the name of running a successful investment vehicle.

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Download the Guide

This reference guide to assist managers with the latest financial reporting requirements that govern this lucrative industry.

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For years, private company valuations operated in a world that rewarded precision in theory more than alignment with reality. Models were refined, assumptions debated, and outputs carefully constructed — often with limited visibility into how the market itself was actually behaving. The American Institute of Certified Public Accountants’ 2025 update doesn’t introduce sweeping new rules….

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Democratization of Financial Markets: Inflection Point or Illusion?

For decades, access to private markets has been largely reserved for institutional investors and a narrow segment of high-net-worth individuals. Today, that paradigm is being challenged. Recent regulatory signals suggest a meaningful shift, one that could redefine how retail capital participates in private investments. At the center of this evolution is a fundamental question: Are…

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