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 source systems like Yardi, MRI, RealPage OneSite, or others, and manually updating Excel models for the current period so you […]
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 […]
Fund finance needs better data: Why NAV lending, hybrid facilities, and liquidity solutions depend on real-time transparency
As liquidity tightens and hold periods extend, lenders are demanding cleaner, faster, more defensible data – and most firms aren’t ready The private markets liquidity landscape is changing. Traditional exit timelines have slowed, rates remain elevated, and firms are holding assets longer than planned. To bridge the gap, GPs are relying more heavily on fund finance solutions – NAV loans, hybrid facilities, and asset-backed structures that provide […]
Debt as an asset: Navigating refinancing risk and opportunity in 2026
CRE’s “tale of two debt markets” is unfolding – and data visibility will decide who benefits. According to Deloitte’s 2026 Commercial Real Estate Outlook, the debt markets are splitting in two. On one side, legacy loans – many originated in 2021–2022 – are straining under higher-for-longer rates, tight spreads, and maturing debt-service coverage requirements. Over half of global CRE leaders surveyed said they […]
The middle office is becoming a strategic growth engine for modern CFOs
Why private markets firms are rethinking their operating models – and how a unified data platform unlocks new efficiency, transparency, and scale For decades, private markets firms have treated the middle office as a back-of-house function: necessary, operational, and largely invisible. But that playbook no longer works. As the Private Funds CFO Insights 2026 report makes clear, the middle office […]