Private Equity: An option for retirement savings

Tuesday marked the second strike in France that contested the pension reform that would increase the retirement age to 65 and raise the years of contribution for a full pension from 41 to 43. France observes a growing divide between the rich and poor in society. With a sentiment of shift from a solidarity economy […]

Lesson 6: Secure, track, and automate capital calls and distributions

Private Equity : A growing asset class Private Equity (PE) is a growing asset class in Europe, observing a 7% increase in fundraising from 110 €m in 2020 to 118€m in 2021.1 Parallel to the rise of PE allocations, the risk of cyberattacks have grown as well. This trend was also highlighted during the 2022 […]

Lesson 5: Customise and track KPIs for each portfolio company

The private equity industry is maturing and closing the transparency gap between the private and public markets. Funds are adopting SFRD regulations and are paying a closer attention to sharing more information with their Limited Partners (LPs).   To facilitate this transition, PE Cube provides a portfolio management solution that allows fund managers to have […]

Lesson 4: Ensure that your KYC & AML is up to date and minimise human error

Regulation is more stringent The Autorité des Marchés Financiers (AMF) and the European Securities and Market Authority (ESMA) are becoming more stringent in terms of regulations related to Know Your Customer (KYC) and Anti-Money Laundering (AML). This adds pressure on management companies to verify and update these data points and documents more frequently. Moreover, as […]

Lesson 3 : Accompany your LPs with a comprehensive dashboard

LPs demand more As the Private Equity industry matures, Limited Partners (LPs) increasingly demand more. They want management companies to publish more sophisticated reports to allow for greater transparency. A study carried out by Private Funds CFO Insight Survey 2022, informed that 64% of respondents (CFOs) agreed that LPs requested more details and prescribed for […]

Private EquiTEA Podcast : Valentine Baudouin

Introduction I am Antoine Sage and I would like to invite you to share a cup of tea with the personalities of the private equity (PE) ecosystem. Each guest talks about their expertise, their background, and their vision of private equity. To each his own cup of tea – GPs, LPs, regulators, providers, and partners, […]

Democratisation of Private Equity

Boursorama opens doors to Private Equity In the past couple of years, Private Equity (PE) has seen tremendous growth that has catalysed the democratisation of the industry. Through this new offer, Boursorama gives its 4 million clientele the chance to invest in FPCR funds through its online trading platform Boursomarkets. These FPCR vehicles are accessible […]

Lesson 2: Preciously keep record of your valuations

The AMF and other regulatory bodies are tighten their reigns on Private Equity fund management companies. Therefore, maintaining a clear audit track of the valuations of portfolio companies is vital.   Today, managements companies (GPs) primarily use Excel to conduct valuations. While Excel permits flexibility in the valuation method, files stored can be easily modified, […]

Lesson 1 : Combining Excel with PE Cube

The Private Equity industry faces complex pressures in an uncertain macro economic environment. Additionally, democratisation brought through the arrival of retail investors has matured the ecosystem and has intensified investor and regulatory demands in terms of reporting. This enforces that PE fund management is ripe for digitalisation, with the potential to centralise data, manage workflows, […]

France Invest : Biodiversity Guide Summary

On July 11, France Invest published a Biodiversity Guide under the supervision of Noëlla de Bermingham, President of the France Invest Sustainability Commission, and in collaboration with BL Evolution and other member contributors. The purpose of this guide is to serve as an educational and referential point for biodiversity related integration at the management company […]