Continuation Fund: Sell or Roll? An LP Decision Checklist
Evaluate a GP's continuation fund election with this LP checklist covering deadlines, default outcomes, net sale versus roll economics, and testing the price.
· Mark Robertson
Blog
Insights for Accredited Investors
Real Estate Syndication Fees: Compare the Full Dollar Cost
Compare the full dollar cost of real estate syndication fees, from acquisition to exit, with a worksheet to map every charge and test sponsor alignment.
· Mark Robertson
AngelList Investor Eligibility: Who Can Invest and How It Really Works
AngelList only allows accredited investors to invest—learn the SEC income, net worth, and license tests, verification rules, and how syndicates really work.
· Mark Robertson
NAV Loans Private Equity: What LPs Should Check
NAV loans are now standard in private equity—here's a practical diligence guide to the risk, alignment, reporting, and contractual protections LPs should check.
· Mark Robertson
Self-Directed IRA Alternative Investments: Practical Guide for Sophisticated Investors
Learn how self-directed IRAs let accredited investors hold real estate, private equity, notes, and metals while navigating custodians, titling, and IRS rules.
· Mark Robertson
Private Equity K-1: Investor Checklist for Tax Season
Learn how to read a private equity Schedule K-1, separate taxable allocations from cash distributions, and prepare smart questions for your CPA this tax season.
· Mark Robertson