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Educational Guide

In-depth, practical articles designed to explain core concepts and best practices in investment fund operations. These guides break down complex processes into clear, actionable insights for fund managers, CFOs, and industry professionals.

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

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

Oct 24, 2025

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

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

Oct 23, 2025

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

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

Oct 20, 2025

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

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

Oct 17, 2025

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

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

Oct 16, 2025

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

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

Oct 10, 2025

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

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

Oct 9, 2025

Material Adverse Events: When and How to Notify Investors

Material Adverse Events: When and How to Notify Investors

Oct 8, 2025

Master-Feeder Fund Structures: When and Why They’re Used

Master-Feeder Fund Structures: When and Why They’re Used

Oct 6, 2025

Inside the Economics of Employee Participation in Private Funds

Inside the Economics of Employee Participation in Private Funds

Oct 2, 2025

Fund Bank Accounts: Types, Structures, and Control Protocols

Fund Bank Accounts: Types, Structures, and Control Protocols

Oct 1, 2025

Capital Account Statements: What LPs Expect to See

Capital Account Statements: What LPs Expect to See

Sep 30, 2025

Over-Contributions and Return of Excess Funds

Over-Contributions and Return of Excess Funds

Sep 29, 2025

Flow-Through Entities: How Tax Pass-Through Treatment Works for Funds

Flow-Through Entities: How Tax Pass-Through Treatment Works for Funds

Understanding the Tax Mechanics Behind Private Fund Structures

Sep 25, 2025

RAUM: The Compliance Metric That Defines Your Regulatory Footprint

RAUM: The Compliance Metric That Defines Your Regulatory Footprint

Sep 24, 2025

Management Fees Explained: Structures, Rates, and Trends

Management Fees Explained: Structures, Rates, and Trends

Sep 23, 2025

How Fund Accountants Handle Carried Interest Accruals

How Fund Accountants Handle Carried Interest Accruals

Sep 22, 2025

Hosting a Successful Annual General Meeting (AGM): A Practical Guide for Fund Managers

Hosting a Successful Annual General Meeting (AGM): A Practical Guide for Fund Managers

Sep 17, 2025

GP Considerations When Distributing In-Kind Shares

GP Considerations When Distributing In-Kind Shares

Sep 16, 2025

Marketing Rule Compliance: Performance Advertising and Testimonials

Marketing Rule Compliance: Performance Advertising and Testimonials

Sep 15, 2025

Key Person Provisions and Succession Planning in Private Equity Funds

Key Person Provisions and Succession Planning in Private Equity Funds

Sep 12, 2025

Evergreen Funds: Open-Ended Private Vehicles and Valuation Challenges

Evergreen Funds: Open-Ended Private Vehicles and Valuation Challenges

Sep 11, 2025

What Is Fair Value? Core Principles Behind Fund Asset Valuation

What Is Fair Value? Core Principles Behind Fund Asset Valuation

Sep 10, 2025

Know Your Customer (KYC) and Customer Due Diligence (CDD) Explained

Know Your Customer (KYC) and Customer Due Diligence (CDD) Explained

Sep 9, 2025

Co-Investment Rights as a Fundraising Tool

Co-Investment Rights as a Fundraising Tool

A practical look at how fund managers use co-investment rights to attract capital and deepen investor relationships.

Sep 8, 2025

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Danny Bloomstine

Deep dives into fund operations strategy, best practices, and industry trends.

© 2026 Danny Bloomstine.

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