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2021 Carry Directory is Sponsored by:

PEAI GLOBAL DIRECTORY OF CARRIED INTEREST PRODUCTS AND SERVICES

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COMING SOON!

CARRY MADE EASIER

Navigating Today's Complex Carried Interest Landscape

MARIYA STEFANOVA

FOUNDING PARTNER, PEAI

Welcome by the Publisher

Dear Clients,

I am delighted to introduce you to our new publication, the first edition of our PEAI Global Directory of Carried Interest Products and Service 2021 (the ‘Carry Directory’).

The main objective of the Carry Directory is to help Private Equity (PE) fund managers/General Partners (GPs) and PE investors / Limited Partner (LPs) to find the right solution for them to handle all aspects of carried interest – whether you are a GP that wants step up its game by improving or having its existing Excel-based waterfall model certified to the benefit of the LPs, or want to move your fund-level waterfall calculation and/or your carry plan and carry allocation down to carried interest holders (CIHs) to an automated specialist carry platform, or you are an LP who is looking for the best carry/fee validation solution, this is your ultimate go-to one-stop source of information on carried interest products and services available worldwide.

Our clients often ask me to recommend a solution and I thought putting this publication together to guide you in making an informed decision that is best suited for your organisation, was important, so I am truly excited to allow each participating provider to present its case and technical expertise to you.

I hope you’ll find the Carry Directory to be a useful tool that helps you navigate through the complex and sometimes murky waters of carried interest and would become the ultimate source for you on this subject. We are committed to assisting you with selecting the best options for you depending on your specific requirements and needs.

We would love to hear from you at our email address info@peaccountinginsights.com.

Founding Partner, PEAI

Who Are We?

PEAI Global Directory of Carried Interest Products and Services is a publication of Private Equity Accounting Insights Group (PEAI Group).

PEAI is a specialist private equity consultancy, training, and publishing group founded in 2010. PEAI Group specialises in private equity accounting, investor reporting, carried interest/waterfalls and LP carried interest/fee validation and have consulted and trained some of the largest Limited Partners (LPs), General Partners (GPs) and service providers – fund administrators, software providers, and other specialist PE service providers.

Some of our other products are Excel-based Waterfall Model and other PE Fund Accounting and Investor Reporting fully-customisable Templates. We also provide methodologies and process maps for LP carried interest fee validation, waterfall calculation, and PE fund accounting, investor reporting and performance measurement.

Our founder partner Mariya Stefanova is the author of the only textbooks on private equity accounting, investor reporting, and carried interest. Some of the books she authored are ….

Our Best Selling Books

1. Private Equity Accounting
www.privateequityinternational.com/product/private-equity-accounting/
Published by PEI Media in 2011
2. The Definitive Guide to Carried Interes
www.privateequityinternational.com/product/definitive-guide-carried-interest/
Published by PEI Media in 2017
3. Private Equity Reporting, Investor Reporting and Beyond
www.amazon.com/Private-Equity-Accounting-Investor-Reporting-ebook/dp/B00U1FWMWI/ref=sr_1_1?dchild=1&keywords=mariya+stefanova&qid=1606734993&sr=8-1
Published by Financial Times/Pearson in 2015

Go to www.peaccountinginsights.com

CLICK HERE

What is the Carry Directory?

Helping you navigating today’s complex carried interest landscape

PEAI Global Directory of Carried Interest Products & Services (the ‘Carry Directory’) is the only comprehensive global directory of carried interest-/waterfall-related products and services covering all aspects of carried interest - from fund-level waterfall calculation through carried-interest-vehicle-level plan administration and allocation down to carried interest holders/participants, to LP carried interest/fee validation.

How Can You Benefit from the Carry Directory?

The Carry Directory is designed to help:

Directory Users navigate today’s complex landscape of carried interest products & services and learn more about carried interest
Directory Contributors present and promote their carry solutions to the Directory Users, as well as demonstrate their technical expertise through case studies or technical articles

Who Should Become a Contributor?

Software providers offering specialist carry software platforms
LP carried interest/fee validation service providers
Fund administrators providing carry/waterfall solutions
Legal firms structuring carry
Carry/waterfall modelling service providers
Waterfall review & certification service providers
Placement Agents
Other carried interest-related service providers

Who Should Become a User?

PE Firms CFOs
PE Firms COOs
PE Firms Fund/Financial Controllers
PE Fund Accountants
PE investors/Limited Partners (LPs)
Fund administrators
Legal Firms
Placement Agents
Other service providers involved in the carry process
PE professionals involved in the carry process – on the GP and LP side

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How to Become a User/Contributor?

Follow Our Three Simple Steps for:

DIRECTORY USERS

Step #1. REGISTER as a DIRECTORY USER
Step #2. GO TO the ‘DIRECTORY USERS’ menu for the online version of the Directory where you can search by either ‘Carry Product/Service’ or ‘Carry Service Provider’
Step #3. DOWNLOAD the Carry Directory from the ‘DOWNLOAD THE DIRECTORY’ button for the pdf-version of the Directory

DIRECTORY CONTRIBUTORS

Step #1. REGISTER as a DIRECTORY CONTRIBUTOR
Step #2. DOWNLOAD the Participation Brochure from the ‘DIRECTORY CONTRIBUTORS’ menu
Step #3. CONTACT US to discuss your potential participation in the Directory either through the ‘Contact Us’ Form in the ‘CONTACT US’ menu or just send us an email to info@peaccountinginsights.com

PEAI Publications

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