Best-looking PE Fund Quarterly Report

Hey, my fund is putting together a quarterly report to go out to our LPs. Previously we only sent them performance tearsheets of the individual portfolio cos, but now we're taking it up a notch, formalizing the process & making it all look good. So with that in mind - do you know of any PE funds who do really great-looking quarterly reports? (yes, forget the performance) Just looking to get our designer something to show her "THIS is what we're looking for"

Thoughts?

6 Comments
 

thefamilyofficesdb, shame nobody has responded. Maybe one of these topics will help:

  • From Private Equity Associate to VP in Private Equity know is right here. Private Equity Job- What Do PE Associates Do? PE associates' days are ... to Become a PE Associate Before we tell you anything else, understand that private equity recruiting ... Opportunities out of PE Private equity is seen by many as the endgame, but what about for those who don't ...
  • PE Fund of Funds to Actual PE? Hey guys, I am curious as to whether any of you believe that working for a private equity fund of ... funds (a company like stepstone) provides a realistic path into landing a job at a PE firm. I can see ... see a position like this as only a path to a fundraising/monitoring/reporting position in a PE firm or ...
  • My Private Equity Recruiting Process wishy-washy here- you need to know that you're either doing HF or PE, what size fund (i.e. middle ... Wall Street Oasis Private Equity Interview Course I think was probably the most important part of my ... I am about 3 weeks removed from receiving three PE offers (from MFs and top MM firms), both elated ...
  • Private Equity Pay vs. Investment Banking Salary private equity compensation is higher than investment banking. In many cases, working in PE at the ... Dictionary. Compensation Difference Between Private Equity and IBanking The Wall Street Oasis Industry Reports ... the 2018 Private Equity Industry Report. Preparing for Investment Banking Interviews? The WSO ...
  • Private Equity Resume Template- Official WSO CV Example those competitive buyside jobs in private equity and hedge funds, we have a great sample resume you can ... Private Equity Associate: The single most important part of your interviewing experience with PE firms ... towards investment banking, private equity, hedge funds, trading, management consulting, and other finance ...
  • Overview of Infrastructure Private Equity investments). History of infrastructure private equity funds Unlike traditional PE or REPE, infra PE is ... associate at one of the best infrastructure PE firms. Here we go. What is Infrastructure Private Equity ... other asset classes (such as PE, equities, fixed income, RE, etc.). No need to explain- private
  • Infrastructure Private Equity Fund to Corporate Private Equity- Moving to corporate PE fund? Hi, I am a PE associate in a decent infrastructure private equity fund (decent brand name) looking ... to a corporate private equity fund to focus media, technology, consumer, retail, industrial ... as one would do in corporate private equity (improve costs, grow revenues etc). Anybody made the move ...
  • More suggestions...

I hope those threads give you a bit more insight.

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
Most Helpful

Tons of good quarterly reports from PE firms - basically any 250m+ fund has some decent standard of reporting. Most start off with a market overview, followed by a few pages of updates on material events in certain portfolio companies, followed by an investment schedule listing cost, NAV, MOIC, IRR (sometimes net numbers), description of credit lines. Then come the company overviews which is where most quarterlies differ. Some GPs give one pagers with a small description and recent performance numbers - revenue, ebitda, debt, cash, cost, etc. While others give much more granular detail. The minority give little to no detail at all.

If you are after someone actually sending you a quarterly report to review, goodluck.

 

Aut maxime incidunt qui. Consequatur quisquam dolorum et eaque. Minima accusamus ipsum repellat enim ut vel non. Consectetur nostrum omnis excepturi quidem eaque maiores. Quia cupiditate et nobis commodi distinctio consequatur aliquid.

Possimus recusandae modi optio aliquid nihil explicabo. Repudiandae dolor blanditiis sapiente aperiam autem sed. Distinctio consequatur odit magnam sunt veritatis. Ad eos voluptatem dolores in. Ut officiis nihil minima eum. Qui earum quas amet voluptatem sit tenetur laboriosam.

Career Advancement Opportunities

June 2026 Private Equity

  • The Riverside Company 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.2%
  • Blackstone Group 98.9%
  • Warburg Pincus 98.5%
  • Bain Capital 98.1%

Overall Employee Satisfaction

June 2026 Private Equity

  • KKR (Kohlberg Kravis Roberts) 99.6%
  • The Riverside Company 99.2%
  • Ardian 98.9%
  • Blackstone Group 98.5%
  • Starwood Capital Group 98.1%

Professional Growth Opportunities

June 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.2%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.1%

Total Avg Compensation

June 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (97) $363
  • 3rd+ Year Associate (104) $281
  • 2nd Year Associate (234) $272
  • 1st Year Associate (411) $229
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (95) $134
  • 1st Year Analyst (271) $124
  • Intern/Summer Associate (37) $80
  • Intern/Summer Analyst (351) $61
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
CompBanker's picture
CompBanker
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”