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?
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thefamilyofficesdb, shame nobody has responded. Maybe one of these topics will help:
I hope those threads give you a bit more insight.
Bump
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.
PM’d you a couple. I am away from PC but will try to send you more in a bit.
Can you share them as well?
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