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

Regulation

New Form PF Amendments – Key Operational, Compliance and Investor Considerations

The most recent Form PF amendments are intended to further enhance the ability of the...
Audit

The Fund Audit That Could Improve Your Asset Raising Potential

Using an audit to learn what not to do (and stopping) and what to add...
Multifamily real estate

Residential Real Estate a Private Markets Bright Spot in 2023 So Far

Commercial real estate challenges not spilling over to residential real estate market just yet...
Private Debt

Private Debt Growth Attracting Wealth Managers, Smaller, Opportunistic Funds

Private debt investing boom attracting the attention of RIAs, smaller funds...
Capital introductions

Making The Most Out Of Your Cap Intro Presentation

To be successful at your presentation it's as important to understand what not to do...
Start-Ups

Venture Capital Upturn Difficult To Predict After Tough First Half

Record levels of dry powder has to find a home somewhere, but when?...
Stock Market

Equity Hedge Strategies Will Always Be The Most Common Among New Launches

Investor understanding a key driver of equity hedge strategies...
Overcome

Does Your Fund Need To Overcome The Top Complaint Of Investors And Consultants?

Gaining recognition as being a firm that does a good job of differentiating itself will...
Deals

Being a Good Dealmaker

Ultimately, a great dealmaker is someone who is able to effectively negotiate and close deals...