Disclaimer

Education only

Carry & Compound publishes general educational content about how private markets work. It is not investment, financial, legal, tax, accounting or regulatory advice, and it does not take into account anyone’s objectives, financial situation or needs.

No offer, no recommendation

Nothing on this site, in our videos, worksheets, quizzes or courses is an offer or a solicitation to buy or sell any security, fund interest or other financial product, or a recommendation to adopt any investment strategy. We don’t promote or comment on any specific fund, manager or live fundraising.

Examples and data

Worked examples use hypothetical funds and figures. Third-party data is cited to its source and was accurate to the best of our knowledge at the date shown; markets, terms, laws and tax rules change, and practice differs between countries. Past performance is not a reliable indicator of future results.

Opinions

“Koi’s Take” segments are a clearly labelled house view written for the brand’s characters. They are general commentary, not advice, and do not represent the views of any employer or organisation.

Get professional advice

Before making any investment, legal or tax decision, speak to a suitably licensed professional in your country.

Characters and voices

Koi, Kai and Leo are fictional characters. Their voices are synthetic (AI-generated).

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Contact

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