Challenge 4: How to reduce complexity by managing debt and equity in one software platform
In the fourth and final post of our 2026 Asset Management Challenges series, we’re tackling a challenge that becomes harder as firms grow, strategies expand, and reporting expectations increase: managing debt and equity investments. For firms investing in both equity and debt, maintaining multiple software solutions is more expensive and time-consuming, it limits visibility across teams, and it makes it harder to understand performance. TL;DR: Highlight video on how to […]
Challenge 3: How PE real estate funds are using AI to turn property management reports into data intelligence
In the third post of our 2026 Asset Manager Challenges series, we’re taking a closer look at the painful, time‑consuming process of manually consolidating and standardizing property management data and how to transform it with AI. Private equity real estate fund managers who are not vertically integrated often receive rent rolls and trial balances from property management companies via email as PDF […]
Challenge 2: How to break down data silos across Asset Management teams
In the second blog in our 2026 Asset Manager Challenges series, we’re diving into a challenge that becomes more difficult as portfolios grow and reporting demands increase: critical data is spread across too many systems, files, and third parties. Real estate asset management teams don’t normally have a lack of data. The challenge is that the information they use to manage the portfolio is scattered across third-party property managers, operating partners, […]
Challenge 1: How to spend less time manually updating reports so you can focus on NOI
In the first post of our 2026 Asset Manager Challenges series, we address one of the most common and time-consuming issues: manually updating reports. Reporting should be a simple process, but it can quickly turn into a days- or weeks-long scavenger hunt: chasing down Property Management Companies (PMCs) for trial balances and rent rolls from a variety of source systems like Yardi, MRI, RealPage OneSite, or others, and manually updating Excel models for the current […]
Fund administration outsourcing is becoming easier (and more valuable) with a single system of record
Why co-sourcing is rising – and how a unified data platform solves the accuracy, workflow, and communication challenges between GPs and fund administrators. Outsourcing fund administration has become standard in private markets, but in recent years, the model has evolved dramatically. As highlighted in the Private Funds CFO Insights 2026 report, firms are shifting away from traditional […]
The rise of the modern private markets CFO: From financial steward to strategic operator
Why the CFO role is expanding, and how data, automation, and middle-office modernization are defining the next era of leadership. Private markets are experiencing one of the most transformative periods in their history. Capital is shifting. Fund structures are evolving. LP expectations are rising. Technology is accelerating. Regulation is expanding. And operating models that worked for […]