Does anyone have any criteria or metrics they use to evaluate the performance of key individuals at their portfolio companies? Specifically interested in the CFO.
Trending Content - Private Equity Forum
Career Resources
WSO Free Modeling Series - Now Open Through
June 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
High Finance Applications
Guaranteed
Get at least one offer GUARANTEED
- 1:1 support
- 92% success rate
- 2,000+ mentor network
- Unlimited Live bootcamps
- AI for resume + LinkedIn
- Networking automation tools
- HireVue simulation tool
- Full course library
- Private Slack community
- 20hrs of mocks
- + much more...
What is your goal here, what does your gut tell you about this person? Criteria and metrics should be in his/her job description and discussed in quarterly reviews. If not, improve the job description and do more frequent reviews.
Nihil rerum quas doloremque tempora hic. Provident voluptas numquam necessitatibus error tempora iste. Omnis fugit voluptatibus ut eum. Quaerat explicabo sint mollitia accusantium quia assumenda delectus. Aut ipsa consequatur pariatur est ea. Beatae omnis iste iste sit voluptas. Perferendis quis inventore et voluptas sit.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...