2021 Carry Directory is Sponsored by:

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PEAI GLOBAL DIRECTORY OF CARRIED INTEREST PRODUCTS AND SERVICES

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PEI COMING SOON!

CARRY MADE EASIER
Navigating Today's Complex Carried Interest Landscape
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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.

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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

Go to www.peaccountinginsights.com

What is the Carry Directory?


Helping you navigating today’s complex carried interest landscape

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

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