Danny Bloomstine

Danny Bloomstine is Managing Director, Business Development at IQ-EQ.

Building Your Fund's KYC/AML Program: Policies, Procedures, and Ongoing Monitoring Requirements

Jan 16, 2026

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3 min read

Building Your Fund's KYC/AML Program: Policies, Procedures, and Ongoing Monitoring Requirements

Danny Bloomstine

What's the Difference Between a Wealth Manager and a Private Fund Manager? A Fund Operations Perspective

Jan 15, 2026

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5 min read

What's the Difference Between a Wealth Manager and a Private Fund Manager? A Fund Operations Perspective

Danny Bloomstine

Equalization Interest Calculations at Subsequent Closes: The Math Behind Making Early LPs Whole

Jan 14, 2026

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3 min read

Equalization Interest Calculations at Subsequent Closes: The Math Behind Making Early LPs Whole

Danny Bloomstine

How Credit Funds Recognize Facility Fees: Commitment, Origination, and Closing Fee Basics

Jan 12, 2026

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4 min read

How Credit Funds Recognize Facility Fees: Commitment, Origination, and Closing Fee Basics

Danny Bloomstine

What Is Original Issue Discount? How Credit Funds Recognize OID on Direct Loans

Jan 8, 2026

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5 min read

What Is Original Issue Discount? How Credit Funds Recognize OID on Direct Loans

Danny Bloomstine

What Is PIK Interest? A Primer for Credit Fund Operations Teams

Jan 7, 2026

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4 min read

What Is PIK Interest? A Primer for Credit Fund Operations Teams

Danny Bloomstine

Cybersecurity Program Essentials for Investment Funds: Policies, Training, and Technical Controls

Jan 6, 2026

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3 min read

Cybersecurity Program Essentials for Investment Funds: Policies, Training, and Technical Controls

Danny Bloomstine

Year-End Fund Audit Preparation Timeline: 12-Week Countdown to Audit Completion

Jan 5, 2026

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3 min read

Year-End Fund Audit Preparation Timeline: 12-Week Countdown to Audit Completion

Danny Bloomstine

Working With Placement Agents: What IR and Finance Teams Need to Prepare for a Managed Fundraise

Dec 22, 2025

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3 min read

Working With Placement Agents: What IR and Finance Teams Need to Prepare for a Managed Fundraise

Danny Bloomstine

Asset Performance Monitoring for Infrastructure Funds: Operational KPIs, Regulatory Compliance, and Financial Metrics

Dec 19, 2025

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3 min read

Asset Performance Monitoring for Infrastructure Funds: Operational KPIs, Regulatory Compliance, and Financial Metrics

Danny Bloomstine

Calculating and Presenting Real Estate Fund IRR: Gross vs. Net, Property-Level vs. Fund-Level

Dec 17, 2025

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3 min read

Calculating and Presenting Real Estate Fund IRR: Gross vs. Net, Property-Level vs. Fund-Level

Danny Bloomstine

1031 Exchange Considerations for Real Estate Funds: Structuring Dispositions to Defer LP-Level Taxes

Dec 15, 2025

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3 min read

1031 Exchange Considerations for Real Estate Funds: Structuring Dispositions to Defer LP-Level Taxes

Danny Bloomstine

Single Deal Capital Calls vs. Aggregated Quarterly Calls: Which Approach Works for Your VC Fund

Dec 12, 2025

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3 min read

Single Deal Capital Calls vs. Aggregated Quarterly Calls: Which Approach Works for Your VC Fund

Danny Bloomstine

Building Internal Controls for a First-Time PE Fund: SOC 1 Readiness Without Enterprise Resources

Dec 11, 2025

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4 min read

Building Internal Controls for a First-Time PE Fund: SOC 1 Readiness Without Enterprise Resources

Danny Bloomstine

The Mechanics of Carried Interest Clawback Calculations: Tracking GP Give-Back Obligations Across a 10-Year Fund Life

Dec 8, 2025

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4 min read

The Mechanics of Carried Interest Clawback Calculations: Tracking GP Give-Back Obligations Across a 10-Year Fund Life

Danny Bloomstine

Tracking Pro Rata Rights and Anti-Dilution Provisions Across a 40-Company VC Portfolio

Dec 5, 2025

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4 min read

Tracking Pro Rata Rights and Anti-Dilution Provisions Across a 40-Company VC Portfolio

Danny Bloomstine

Valuing Early-Stage Startups in a VC Portfolio: When There's No Revenue, No Comps, and the Last Round Was 18 Months Ago

Dec 4, 2025

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5 min read

Valuing Early-Stage Startups in a VC Portfolio: When There's No Revenue, No Comps, and the Last Round Was 18 Months Ago

Danny Bloomstine

Recycling Provisions in PE Funds: How to Track and Calculate Reinvestable Proceeds Without Overcalling Capital

Dec 3, 2025

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4 min read

Recycling Provisions in PE Funds: How to Track and Calculate Reinvestable Proceeds Without Overcalling Capital

Danny Bloomstine

Performance Measurement

Carried Interest 101: How Fund Managers Turn Performance Fees into Capital Gains

Oct 24, 2025

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4 min read

Carried Interest 101: How Fund Managers Turn Performance Fees into Capital Gains

Danny Bloomstine

Operational Best Practices

Real Estate Funds Quarter Close: How PERE Funds Wrap Up the Quarter

Oct 23, 2025

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2 min read

Real Estate Funds Quarter Close: How PERE Funds Wrap Up the Quarter

Danny Bloomstine

Educational Guide

(Secondaries Series, 5 of 5) Operationalizing Secondaries: Best Practices for GP-Led and LP-Led Transactions

Oct 20, 2025

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4 min read

(Secondaries Series, 5 of 5) Operationalizing Secondaries: Best Practices for GP-Led and LP-Led Transactions

Danny Bloomstine

Educational Guide

(Secondaries Series, 4 of 5) Cash Flow Profiles in Secondary Funds: Timing, J-Curves, and Distributions

Oct 17, 2025

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3 min read

(Secondaries Series, 4 of 5) Cash Flow Profiles in Secondary Funds: Timing, J-Curves, and Distributions

Danny Bloomstine

Educational Guide

(Secondaries Series, 3 of 5) GP-Led Secondaries: Continuation Funds and Complex Liquidity

Oct 16, 2025

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4 min read

(Secondaries Series, 3 of 5) GP-Led Secondaries: Continuation Funds and Complex Liquidity

Danny Bloomstine

Educational Guide

(Secondaries Series, 2 of 5) LP-Led Secondaries: Liquidity Without Disruption

Oct 10, 2025

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4 min read

(Secondaries Series, 2 of 5) LP-Led Secondaries: Liquidity Without Disruption

Danny Bloomstine

Educational Guide

(Secondaries Series, 1 of 5) What Are Secondary Funds? A Practical Overview

Oct 9, 2025

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3 min read

(Secondaries Series, 1 of 5) What Are Secondary Funds? A Practical Overview

Danny Bloomstine