Full article index - Q3 2024
Full article index - Q3 2024
All the articles, in one place!
Announcements:
LP Cohort: Review 4 deals with me and other LPs to learn what to look out for in deals. Please reply to this email if it’s of interest.
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Quarter in Review
Welcome back!
At the end of every quarter, I like to summarize all of the articles in one place. With two articles per week and people joining at different times, I hope this helps you make the most of the 100+ article/podcast archive. Below you’ll see two indexes:
Topic Index - index of all articles listed by their respective topics
Reverse Chronological Index - index of all listed by their publish date
Topic Index
Below you’ll find all the articles, listed by topic. All articles in bold are from this past quarter. To see all the free weekly digest articles, please scroll down to the next section - Reverse Chronological Index.
Subscribing gives you access to this entire article list along with anything else I publish weekly.
Pre Investment Diligence
Three Pillars of LP Investing:
Asset Specific Posts:
Post Investment Diligence
Distress and Capital Calls
Investment sizing and syndications as an investment
Tax Benefits & Implications
Downside Risk
Podcast Episodes
General Discussions (investor mindset, how to approach investing, trends I keep seeing, etc)
Reverse Chronological Index
Below you’ll find all the articles, listed from newest to oldest. All articles in bold are from this past quarter.
Subscribing gives you access to this entire article list along with anything else I publish weekly.
Podcast Episodes
Three Pillars of LP Investing:
Second, the following are the free weekly digests I send out that have links to anything that’s relevant to an LP. All free articles are paywalled after a month. Again, all bold articles from this quarter.
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If you have any topic suggestions, I am leaving the comments open to all subscribers!
I advise LPs on existing and potential positions and write articles here weekly on what I see in the marketplace that could help you invest better. You can find me on LinkedIn or Twitter.
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When you’re ready, I could help you in 3 ways - simply reply to this email if one is of interest:
Limited Partners:
Potential positions - you’re considering investing and need an independent opinion
Existing positions - there’s a lack of communication, you’re concerned about fraud, or perhaps you got a capital call request and you’re not sure how to proceed. I have also helped LPs with a “post-mortem” analysis on deals that didn’t work out - it’s important to learn these lessons as opposed to just blaming the GP.
LP Course - review 4 separate memos together with me and other LPs to learn how to find good LP investments.
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Find GPs in unique asset classes/geographies on my monthly intro post (see LinkedIn’s post as well for more)
General Partners:
Deck review - I’ll look over your marketing materials from the perspective of an LP and provide slide by slide commentary to improve your pitch
Investment review - I’ll provide independent feedback on an opportunity you’re pursuing
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Other - anything from waterfall/fee advisory to disagreements between co-GPs on the proper path given a set of circumstances
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If you’d like to speak on the phone, you can reach me at aleksey@hey.com.