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"


Comments (7)

Mar 7, 2019

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

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  • More suggestions...

I hope those threads give you a bit more insight.

Mar 11, 2019


Mar 11, 2019

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.

Mar 11, 2019

PM'd you a couple. I am away from PC but will try to send you more in a bit.

    • 1
Mar 12, 2019

Can you share them as well?

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Mar 12, 2019

If you could share them it would be fantastic!