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Writing

On running the fund.

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

Showing 25–36 of 46 pieces

Failure Modes

December 12, 2025

When Does a Waterfall Error Surface?

The formula was never wrong. The assumption underneath it was.

5 min read

Architecture

December 5, 2025

Why Does Fee Billing Drift From NAV?

Fee billing and fund accounting run on separate engines. When each keeps its own copy of NAV, agreement on the underlying figure does not keep those copies synchronized.

5 min read

Failure Modes

November 22, 2025

Why Don't These Fund Numbers Match?

The LP isn't checking your math to catch a mistake. They're checking it because nobody else is required to.

5 min read

Control

November 9, 2025

What Does the ILPA Performance Template Actually Change?

The deadline is 2027. The preparation starts today.

5 min read

Execution

October 27, 2025

Why Funds Keep Reconstructing LP Conversations.

Every LP promise exists three times. Only one of them gets updated.

6 min read

Control

October 14, 2025

Why Redemption Gates Exist.

An evergreen fund promises periodic liquidity, not unlimited liquidity — and the redemption gate is what makes that promise possible.

5 min read

Architecture

October 7, 2025

Why Evergreen Funds Never Really Close.

A closed-end fund is built around a single close. An evergreen fund is built around a valuation that never stops.

5 min read

Failure Modes

September 30, 2025

Why Your CRM Can't Answer the Questions That Matter.

A CRM's core object is a deal. A private fund's core object is a relationship.

5 min read

Architecture

September 17, 2025

Why Later Closings Cost More.

Joining at a later close ends up costing the same as joining at the first, once the catch-up contribution and the interest on it are counted.

5 min read

Control

September 4, 2025

Why Capital Call Notices Needed a Common Language.

The math behind every capital call was already the same. The language describing it never was.

5 min read

Architecture

August 22, 2025

Capital Call Notices, Explained.

The partnership agreement decides how much an LP owes; the notice just delivers the number.

4 min read

Architecture

August 9, 2025

Most-Favored-Nation Clauses, Explained.

An MFN clause propagates rights the way its agreement says it does. Where the agreement requires notice and election, the fund must determine eligibility, distribute the covered terms, review elections, and record the resulting rights.

7 min read