I have a case study this week for a FoF in the PE space. I was wondering if anyone had any tips on what to focus on or what the format might be? I’ve done some fund investments at my old shop, so I have written memos before and done calls with PMs, but it was never our sole mandate (we did direct investments 90% of the time). Anyone with experience in the space chiming in would be super appreciated :)

This is how I would structure it in terms of questions I'd be asking and trying to answer. A lot of this depends on the depth of information they'll provide you so some of this may not be applicable at all. In general I'd suggest laying out an overview of the GP and then finishing with your investment recommendation. I'd break it into four sections: 1. Strategy: How big is this fund compared to their last (and is this cause for concern)? How many deals are they targeting vs.

PE FoF Case Study Tips

Hugh Myron

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PE FoF Case Study Tips

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