European VC & PE: Key Insights, Challenges, and Opportunities for LPs
Launch Orca Request a call Back to Balentic Edge European VC & PE: Key Insights, Challenges, and Opportunities for LPs We recently attended the 0100 DACH Conference in Vienna. Key Takeaways Positive outlook for 2025: well attended most participants felt it will be a good year. VC success follows a power law: The top 1% […]
Should you manage your private equity programme in-house or outsource it?
Launch Orca Request a call Back to Balentic Edge Should you manage your private equity programme in-house or outsource it? When an investor begins their private equity programme, it’s often not the result of careful planning or strategic execution. Instead, it can be shaped by sentiment, peer activity, or the funds currently available in the […]
Private Markets Survey 2025: Understanding LP investment strategies
Launch Orca Request a call Back to Balentic Edge Private Markets Survey 2025: Understanding LP investment strategies The private markets landscape is evolving, with institutional investors facing shifting macroeconomic conditions, changing fundraising dynamics, and new allocation priorities. The private markets landscape is evolving, with institutional investors facing shifting macroeconomic conditions, changing fundraising dynamics, and new […]
Heard on the private equity fundraising trail (Part 2)
Launch Orca Request a call Back to Balentic Edge Heard on the private equity fundraising trail. Part II Continuing from Part I, this article dives deeper into the curious, standardized questions, statements, and feedback often heard from LPs during private equity fundraising meetings. While some are well-intentioned, others can leave GPs scratching their heads—or cringing. […]
Things GPs say, probably believe, and what it means to LPs
Launch Orca Request a call Back to Balentic Edge Things GPs say, probably believe, and what it means to LPs How to present your strategy on Orca At Orca, we often hear from clients looking for direction on how to present their companies and strategies effectively on the platform. While Orca’s design is intuitive, the […]
Heard on the private equity fundraising trail (Part 1)
Launch Orca Request a call Back to Balentic Edge Heard on the private equity fundraising trail (Part 1) Private equity fundraising can be an intricate dance between GPs and LPs. For GPs, interpreting LP feedback during and after a pitch can be challenging—especially when they fall into the trap of “canned pitching” (as explored in […]
Co-investing is for the 1% – Co-investments are not created equal
Launch Orca Request a call Back to Balentic Edge Co-investing is for the 1% – Co-investments are not created equal Private equity co-investments come with varying levels of risk. While motivations and prerequisites for co-investing are critical considerations (as discussed in previous posts), understanding the nuances of risk at the co-investment level is equally important. […]
Co-investing is for the 1% – The prerequisites for co-investing
Launch Orca Request a call Back to Balentic Edge Co-investing is for the 1% – The prerequisites for co-investing As discussed in the last post, ‘The motivations for co-investing’, co-investments are attractive for several reasons. But mainly because they potentially have a higher risk adjusted return and can add diversification to the portfolio. But instead […]
What LPs want
Launch Orca Request a call Back to Balentic Edge What LPs want Private equity conferences in 2024 highlighted a critical theme: understanding what LPs really want. As private markets evolve, LPs are becoming increasingly selective, reassessing their portfolios, and demanding more from GPs. From fair terms to transparent strategies, LPs are setting a higher bar—and […]
Exits – Signs of Life Amid Challenges
Launch Orca Request a call Back to Balentic Edge Exits – Signs of Life Amid Challenges The private markets exit environment has been challenging, but there are signs of recovery. Continuation vehicles, strategic acquirers, and IPOs are offering light at the end of the tunnel. Another Tough Year for Exits Not much of a surprise […]