Posts tagged Non-feature
Independent sponsors in the modern PE industry

In today's crowded PE industry, fund managers are facing pressure to deploy capital in a hot market while still achieving the outperformance PE is known for. But LPs are becoming frustrated with stagnating returns and high fees, leading some to question the classic PE fund structure itself. Could this moment in time be an opportunity for alternative PE models to flourish? In this post, Alex Billias considers the rise of the independent sponsor model, and how its potential benefits to both fund managers and LPs may .make it particularly well-suited to the current PE environment.

Read More
Monte Carlo-style simulation analysis for private equity portfolio modeling

In this blog post, Alex Billias and Jake Ledbetter discuss how Bella Private Markets uses Monte Carlo- style simulation methods and historical data to model the cash flows and valuations of portfolios of private equity funds. They also explore how investors and fund managers alike can benefit from this powerful, customized approach to modeling risk and returns.

Read More
Why should private equity care about social impact?

While critics of the private equity industry lambaste it as being exploitative and short-sighted, in reality PE firms are increasingly turning their attention to social impact and long-term value creation. Initially spurred on by asset owners and shifting industry dynamics, fund managers are now finding that ESG considerations can also help boost fund returns. Furthermore, PE investors are uniquely positioned to enact impactful positive changes in their portfolio companies. In this Bella Insight, Shonali Pal explores these topics and shares some of the exciting ways that Bella clients have been at the forefront of this trend.

Read More
Fintech: Catalyst for (r)evolution

Investor interest in fintech is at an all-time high. From payments to blockchain, and everything in between, fintech solutions have the power to shape and reshape financial sectors across the globe. But how will the disruptive wave of fintech spread across different markets? What will fintech's influence look like, and what kind of opportunities exist for investors, startups, and incumbent financial institutions? Alex Billias dives into global fintech trends, comparing fintech's penetration in different markets, its potential for disruption, and its role in shaping the future of global financial services.

Read More
Private Equity Findings Issue 13

Bella Private Markets collaborated with the Coller Research Institute to produce the thirteenth issue of Private Equity Findings, a publication that curates the most important cutting-edge academic research on private equity and brings together leading practitioners to discuss its implications. This issue examines how private equity ownership affects product pricing, the impact of management teams on company performance, persistence of returns among fund managers, and the status of entrepreneurship in the United States, among other topics.

Read More
Private Equity Findings Issue 12

Bella Private Markets collaborated with the Coller Research Institute to produce the twelfth issue of Private Equity Findings, a publication that curates the most important cutting-edge academic research on private equity and brings together leading practitioners to discuss its implications. This issue examines the factors that lead to LP outperformance, private equity’s ability to transform industry sectors, and the demand for impact investment funds, among other topics.

Read More
Venture capital activity in the low-earth orbit sector

In research commissioned and published by NASA, Bella Research takes a penetrating look at venture capital investment in low-Earth orbit (LEO) space companies. We not only quantify the amount invested and number of deals over time, but also identify the most prevalent areas of investment (launch vehicles and miniature earth observation/remote sensing satellites) and examine the performance of VC-backed LEO firms to date.

Read More
The impact of early stage equity funds in Latin America

This report, commissioned by the Multilateral Investment Fund (MIF), a member of the Inter-American Development Bank (IDB) Group, examined the direct and indirect social impacts of three early stage investment funds: Vox Impact Investing Fund I, a Brazilian impact investment fund headquartered in São Paulo; Progresa, a classic VC fund located in Medellín, Colombia and focused on healthcare and technology companies; and NXTP Labs, a LatAm regional seed fund managed by an investment firm that runs an accelerator modeled on Silicon Valley’s Y Combinator. Through a deep examination of the history and strategies of each fund, as well as detailed analysis of the investments in their portfolios, we found that the funds were effective in supporting the region’s economic development and contributed to improving the VC ecosystems in which the funds operated.

Read More