News & Views
Capital Markets Thoughts and Guidance
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PIPELINES MAKE OR BREAK TRANSACTIONS: List of Key Trackable Attributes & Examples
July 26, 2025 One of the most critical components of demonstrating that a business plan is executable is having a well-developed pipeline — whether it’s a pipeline of potential investment opportunities (for funds)... Read More -
PRIVATE WEALTH ADVISOR & PRIVATE MARKET PRODUCTS: 5 Diligence Questions
July 26, 2025 With the rapid rollout of newly formed perpetual private market offerings to private wealth channels, it is easy to get lost in a marketing pitch focused on past results and... Read More -
DEER ISLE: Insights, Flows & Investment Trends
July 26, 2025 Zombie Funds – Dead or Alive? Zombie funds are no longer a joke — they’re an expensive, systemic problem. With over 1,850 funds globally that haven’t made a new investment... Read More -
GUEST: BEACON – MY EXERIENCE: Stay In Touch with Capital
June 23, 2025 “We secured funding from contacts made during our fourth Beacon email demonstrating that capital interest comes with time and with contacts we never would have targeted through traditional outreach. They... Read More -
INVESTOR RELATIONS VS SPRAY & PRAY: There is a difference!
June 21, 2025 Investor Relations Tip: Think like an investor. Ask: Why now? Why this company? Why me? The more your materials and outreach answer those questions, the more effective your investor relations... Read More -
DEER ISLE: Insights, Flows & Investment Trends
June 21, 2025 Wars of the Future & Investment Implications Recent conflicts have exposed the limits of traditional military power. The historical on-the-ground battlefield requires strong human troop management as well as working... Read More -
DEER ISLE: Insights, Flows & Investment Trends
May 27, 2025 The Rise of “Venture Merger Arb” The nature of Venture Capital secondaries is changing. Today, many of the transactions labeled as “secondaries” are GP-led exits — strategic or sponsor-driven sales... Read More -
DEFY THE NUMBERS: Capital Landscape by the Data
May 26, 2025 It Will Get Better! Private equity and venture capital markets are navigating a stark new reality. After years of abundant capital, fundraising has not only slowed — it’s been in... Read More -
PRIVATE MARKETS TODAY: Eyes Wide Open
May 26, 2025 Overview: Private Markets – Always Evolving Private market vehicles have been around for decades. Until more recently, they had primarily been the domain of large institutions – pensions, endowments, insurers... Read More -
DEER ISLE: Insights, Flows & Investment Trends
April 26, 2025 Gold Rally, Central Banks and Miners In today’s environment of persistent global volatility, capital is flowing steadily into safe-haven assets — and gold is leading the charge. Since the beginning... Read More -
CAPITAL MARKETS HAVE PAUSED: 5 Steps for Moving Towards Transaction Success
April 26, 2025 Build Momentum! The capital markets have shifted and there is increasing consensus that the environment might not change in the foreseeable future. Investment activity has slowed, decision-making timelines have extended,... Read More -
GUEST POST: SO MANY ALTERNATIVES: What Do I Do…? Take a Deep Breath — There’s No Rush
April 26, 2025 Overview: FOMO and the Rush to Private Markets For many financial advisors and investors not purely focused on portfolio management, the sheer volume of marketing pitches, financial headlines, LinkedIn posts, and... Read More
