Blog
October 13, 2026
David's Tokyo and Singapore real estate positions showed 7.2% IRR in local currency. In USD the real return was 4.1%. A 3% currency drag was hiding in plain sight across two portals.
asia
case-study
cross-border
currency-drag
irr
lp-gp
portfolio-management
real-estate
(more...)
October 6, 2026
An LP with capital in Tokyo, Singapore, and Texas spent six hours a month reconciling three portals that reported in three currencies with three different conventions. Here is how she standardized the chaos.
cashflow
cross-border
currency
lp-gp
multi-sponsor
portal-fatigue
real-estate
reconciliation
(more...)
October 1, 2026
A first-time LP built a J-curve model in Excel that projected 14% IRR by year three. The actual number was 4.2%. Here is why the J-curve breaks spreadsheet models and how to track it honestly.
cashflow
excel
investment-tracking
irr
j-curve
lp-gp
private-equity
real-estate
(more...)
August 19, 2026
Six sponsors, six distribution cadences, and one broken cashflow forecast. How a $9.4M passive LP rebuilt a 24-month distribution calendar by standardizing transaction history across portals.
cashflow
distributions
forecast
investment-tracking
lp-gp
multi-sponsor
passive-investing
portfolio-management
private-equity
real-estate
(more...)
August 12, 2026
An LP rebuilt two years of transaction history from a single CSV export and discovered a $250,000 capital call that had never hit her tracking system, distorting her committed-versus-deployed view and her sponsor concentration math.
capital-calls
cashflow
csv-import
data-reconciliation
investment-tracking
lp-gp
outstanding-commitment
portfolio-management
private-equity
real-estate-syndication
(more...)
