A newsletter for limited partners in private investment funds, sharing lessons on due diligence, alignment, underwriting and fund economics, alongside curated links and sponsor notes. Readers get a digest of commentary on GP-LP dynamics plus promotion for a GP-LP matching service and an event.
Website: https://www.lplessons.co
Pari Passu is a deep-dive newsletter on restructuring, liability management exercises and private credit, written by a private equity investor. Each issue dissects a specific distressed company or transaction, explaining deal mechanics, lender dynamics and the wider market implications.
An LP-focused newsletter that analyzes private credit, private equity and commercial real estate, often using original data pulled from BDC filings. Readers get data-driven analysis of signals like PIK interest, valuation practices and CMBS delinquencies, plus a weekly roundup of sector news.
Analysis of the ABA autism-care provider market, covering technology platforms, utilization data, consolidation and investment activity. Readers get operator-focused commentary with original tracking and interviews with industry executives.
A luxury hospitality newsletter by Anne Marie Brown that mixes investigative deep dives into hotel and lodge ownership with trip reports, travel commentary and industry news. Readers get sourced analysis of who owns the world's top hotels and lodges, plus personal travel stories and roundups.
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