Blog

Welcome to EFSI’s Blog! Each month, we post something that we hope will be useful and interesting to our clients and potential clients. Follow us on LinkedIn to get notified when we post something new

Blog

Analysis

What This Family Office Survey Means for Your Fund’s Marketing

Fidelity Investments produces a bi-annual investment survey of family offices about how they are investing...
Merchant Cash Advance

Merchant Cash Advances Strategies a Growing Corner of US Private Credit Market

Private credit strategies have been the growth story in the private markets in the past...
Asset Managers

The Series LLC: A Boon for Asset Management Firms

It’s been a while since I’ve written about the Series LLC structure – back in...
Building a business

Creating Institutional Visibility

Starting fresh For emerging managers not coming from big-name firms, grabbing investor attention can be...
Differentiation

Are You Clearly Differentiating Your Fund Product?

Each year it grows more challenging for an emerging hedge fund manager to attract investors...
Private-equity

Why Your Startup Private Equity Firm Needs to Hire a Fund Administrator At Launch

Many who start a new private equity firm have some investors lined up for their...
Continuation fund

Continuation Funds Providing New Solutions for Private Debt GPs and LPs

Before founding Fundviews Capital, I helped wealth managers to create customised portfolios of alternative investment...
Database

Consultant Database Reporting: How Managers Can Increase Their Visibility and Avoid Missing Out on Search Activity

Managers are often challenged with the demands of consultant database population due to a lack...
Marketing Collateral

Marketing Collateral Format Should Fit Function

When you’re tasked with creating print materials for presentations, one of the first decisions to...