PE Clawback Provisions: The Clause That Forces Your GP to Return Carried Interest and How to Evaluate It
TL/DR: A clawback provision forces your general partner to return carried interest already paid out if the fund's overall performance doesn't justify it. Only 78% of US private equity funds use whole-
June 23, 2026
What Is a BDC? A Plain-English Guide to Business Development Companies for Accredited Investors
What Is a BDC? A Plain-English Guide to Business Development Companies for Accredited Investors By Jeff Barnes, MBA | June 23, 2026 | Alternative Investments TL;DR: Business development companies (BDC
June 23, 2026
S2 Capital Faces $140 Million in Foreclosures. Here Is What Went Wrong and What Multifamily LPs Should Learn.
TL;DR: S2 Capital, a Dallas-based multifamily syndicator led by Scott Everett, is facing foreclosure auctions on at least three DFW properties totaling $140 million in July 2026. Total distress across
June 23, 2026
Interval Funds Explained: The Investment Vehicle That Locked Out Blackstone Investors in 2022
TL;DR: Interval funds give you access to private credit, real estate, and infrastructure that traditional mutual funds cannot hold. In exchange, you give up the right to sell whenever you want. Redemp
June 23, 2026
EQT Is Paying £10.9 Billion for Intertek. Here Is What the Biggest UK PE Deal of 2026 Tells Accredited Investors.
Private Equity June 23, 2026 EQT Is Paying £10.9 Billion for Intertek. Here Is What the Biggest UK PE Deal of 2026 Tells Accredited Investors. By Jeff Barnes, MBA TL;DR EQT agreed on June 18, 2026 to
June 23, 2026
Private Credits $2 Trillion Insurance Bet: What Accredited Investors Need to Know About the Risks Regulators Are Watching
TLDR: U.S. life insurers have quietly moved $2 trillion in policy liabilities into offshore and captive reinsurance structures stuffed with private credit assets. Treasury Secretary Scott Bessent call
June 23, 2026
Impact Investing in Private Markets: What the $1.57 Trillion Market Actually Returns
The GIIN 2024 Annual Impact Investor Survey put global impact investing AUM at $1.571 trillion, managed by 3,907 organizations. That represents a 21% compound annual growth rate since 2019, when GI...
June 22, 2026
SEC Proposes Killing the Baby Shelf Rule: What It Means for Private Market Investors
The Securities and Exchange Commission proposed eliminating the "baby shelf" limitations for smaller public companies in May 2026, as part of a broader three-part capital formation package under Ch...
June 22, 2026
How PE Firms Value Your Portfolio: The Mark-to-Model Problem Every LP Must Understand
According to the IPEV Valuation Guidelines (updated 2025), private equity and venture capital fund managers are required to estimate fair value for portfolio holdings at every NAV reporting date. T...
June 22, 2026
Prosper AI Raises $30M From a16z: Why Healthcare Admin AI Is the Boring Bet That Wins
Prosper AI announced a $30 million Series A in June 2026, led by Andreessen Horowitz with participation from Base10, Emergence Capital, Y Combinator, and Company Ventures. The company automates the...
June 22, 2026
Tokenized Real-World Assets: What 27% of Accredited Investors Are Circling in 2026
The tZERO VerifyInvestor 2026 Accredited Investor Outlook surveyed more than 200 verified accredited investors across the United States in April 2026. The results on digital asset securities are st...
June 22, 2026
QSBS Section 1202: The $15 Million Tax-Free Benefit Angel Investors Keep Ignoring
Internal Revenue Code Section 1202 is the most underused tax benefit in angel investing. It allows you to exclude up to $15 million in capital gains from federal income tax when you sell qualifying...
June 22, 2026