Insights

Private wealth is becoming one of the most important growth channels for private markets. As RIAs increase allocations to private credit, secondaries, and alternative investments, the challenge is no longer access alone. Success will depend on due diligence, liquidity management, portfolio construction, and client education. The advisors who apply institutional-quality standards will play a key role in shaping how private markets are incorporated into wealth portfolios.

Why Debt Matters for VC-Backed Companies Equity has been the growth engine for startups, but debt is increasingly a strategic complement . Importantly, the value of debt depends on a company’s business model : SaaS companies often use recurring revenue lines or venture debt tied to ARR. Consumer goods companies benefit from AR/working capital lines. Fintechs often rely on warehouse or forward-flow facilities. Life sciences and hardware firms frequently need equipment fina