Archives for January 27, 2026

The NAV practical expedient is a US GAAP shortcut in ASC 820 that lets you estimate the fair value of certain fund investments using the investee’s reported net asset value per share (or an equivalent NAV-based measure), instead of building a separate valuation from scratch.  In practice, it is most relevant when your reporting entity…

A strong investment banking CRM software stack helps bankers keep coverage clean (who knows whom, who owns the relationship, what’s the next touch), while giving leadership real visibility into pipeline, mandates, and activity  without turning CRM into “another admin chore.” Below are the three best CRM options for investment banking teams to shortlist, plus a…

Gross asset value (GAV) and net asset value (NAV) are two related ways to describe the value of a private fund at a point in time. In plain terms, GAV focuses on the fund’s assets, while NAV reflects what is left for investors after liabilities and fund-level obligations are considered. If you work in fund…

Venture capital is relationship-first. You’re tracking founders, co-investors, advisors, LPs, and portfolio operators, not “leads” moving through a typical sales funnel. The best venture capital CRM software helps your team capture relationship history automatically, model complex networks, and turn messy deal flow into a clean, shared pipeline. Below are three CRM options that consistently fit…