Portfolio Management Tools

Discussion of a private equity value creation framework based on six key principles

CEO’s perspective on what makes for a successful private equity partnership

This report focuses on the question of value creation in private equity and presents a framework to clearly identify the sources of return and operational value creation by the GPs in PE investment.

Article on Asia PE firm Mekong Capital’s Operational Value Creation framework under an umbrella called Vision Driven Investing.

Clayton Dubilier Rice is an established private equity firm in the US.  They are known for creating results from strong collaborations with management to spur operational performance improvements by accelerating growth strategies, injecting new talent, and boosting productivity.  Here is an article on how CDR thinks about value creation from pre-investment, 100 days on and beyond until exit.

These case studies are real life examples of how private equity transforms businesses, compiled by Invest Europe.

Fund managers may be required to undertake periodic valuations of their investments as part of an ongoing reporting process to their fund investors. The International Private Equity and Venture Capital Valuation (IPEV) Guidelines puts forward recommendations, intended to correspond to current best practice, on the valuation of private equity and venture capital investments.

These guidelines, which include a range of sample reports and working templates, will improve an LP's ability to monitor their portfolio and reduce their ad hoc data requests.

Answering the need for a more efficient and comprehensive method of reporting portfolio company metrics for buyout and growth equity funds, ILPA has developed the Portfolio Company Metrics Template (PortCo Template).