Tag: LP

LP Fee Verification & Administration as a Service

LP Fee Verification & Administration as a Service

LP’s are increasingly hiring third-party expert firms to verify fees payable to Private Equity managers. When I first read this news I was surprised to learn that many LP’s don’t have an operationalized process around validating management fee schedules and payment processing. Apparently I was naive in thinking that PE managers supplied LPs with a … Continue reading LP Fee Verification & Administration as a Service

The PE Model Is Unsustainable

The PE Model Is Unsustainable

PE firms can’t cut their way to prosperity in perpetuity.  Strategic Acquirers We applaud when strategic acquirers defeat PE buyers for coveted assets (for a list of strategic acquirers that do M&A well click here). Our rationale is that strategic acquirers are typically motivated to optimize acquired assets so as to maximize ROIC over the … Continue reading The PE Model Is Unsustainable

Cybersecurity Overheated? LPs Beware<span class="badge-status" style="background:red">Premium</span> 

Cybersecurity Overheated? LPs BewarePremium 

It feels to us that the Cybersecurity venture market is a bit overheated (listen to our recent podcast on the subject, Ep. 104 CEORater Podcast). The National Venture Capital Association does not break out the Software industry by subsector, therefore it’s difficult to find precise numbers. However, our unscientific analysis (industry publications, reported deal flow, … Continue reading Cybersecurity Overheated? LPs BewarePremium