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Writing

On running the fund.

Writing on fund operations, LP relationships, and the tools that support them.

Showing 13–24 of 46 pieces

Control

April 5, 2026

What a Fund's Operations Look Like From the Outside.

Operational due diligence examines how a fund actually operates, then asks the harder question: how much of it can be supported by more than the word of the person who runs it.

6 min read

Failure Modes

March 23, 2026

When Is a Mark Wrong, and When Is It Just Different?

A mark that differs from yours could be answering a different question, a defensible difference in judgment, or a mistake. Telling the three apart is the actual work.

6 min read

Architecture

March 16, 2026

A Filing Cabinet With a Search Bar.

Email is structured — around messages. A fund's questions are about investors, terms, and which value currently governs, and none of email's standard message fields holds any of that.

6 min read

Architecture

March 3, 2026

A Paid Distribution Is Not Always Final.

A few provisions in a fund's own documents can require distributed cash to be returned or called again — each narrow, capped, and triggered by something specific.

7 min read

Failure Modes

February 24, 2026

Your Administrator's Memory Isn't Yours.

The reasoning behind a fund's own books can live entirely inside one administrator's staff — and an administrator handoff is when the fund learns whether it kept a copy.

7 min read

Control

February 11, 2026

Can You Rebuild the Mark You Reported?

A fund can defend a mark only by showing how it was built — work that is necessary to a defense, not proof the number was right.

6 min read

Failure Modes

January 29, 2026

A Fund's K-1 Is Only as Timely as Its Slowest Input.

A partnership return can't be finalized until the inputs beneath it are complete — and several of them are outside the fund's control.

6 min read

Control

January 22, 2026

The Broken-Deal Expense Is a Fiduciary Question.

A broken-deal expense may be legitimate while its allocation still conflicts with the fund's documents, disclosures, or the adviser's fiduciary duties.

6 min read

Failure Modes

January 15, 2026

Two Correct Systems. One Wrong Answer.

Two systems can each execute correctly and still disagree, when only one of them used the term that was actually in force.

5 min read

Architecture

January 8, 2026

Your Audit Trail Knows What Happened. It Doesn't Know Why.

Knowing what changed and when is a weaker claim than knowing why.

6 min read

Control

December 26, 2025

When Does an Audit Stop Being Optional?

A first-time manager treats the audit as a cost to defer. An institutional LP treats it as a precondition.

5 min read

Execution

December 19, 2025

What Really Happens When a Fund Changes Administrators?

The risk isn't the decision to switch. It's the parallel-run window where two systems of record both claim to be authoritative.

5 min read