Archives for January 30, 2026

NAV valuation in private funds involves two steps: valuing the fund’s investments at fair value as of the measurement date, then building fund NAV by incorporating cash, receivables, liabilities, and accruals. The phrase sounds technical, but most operational pain comes from timing, inputs, and controls, not from the math. People also use “NAV model” and…

A CRM for capital markets teams isn’t a standard “sales database.” It has to support fast-moving deal timelines, complex coverage models (issuers, sponsors, investors, intermediaries), and strict confidentiality, while still being simple enough that bankers and coverage teams actually use it daily. The best systems do three things well: Capture relationship activity where work happens…