The Private Equity CFO’s Guide to Fund Performance Analytics

Explore the importance of robust portfolio analytics and the questions to ask to ensure a best-in-class process.

As the Chief Financial Officer of a private equity firm, one of your many responsibilities is facilitating the analysis and communication of your funds’ performance. The insights this data can reveal are more important than ever to your colleagues, stakeholders and investors, yet many CFOs are restricted in leveraging their data to its fullest potential. Outdated systems and processes are incapable of managing the increasingly complex data sets and investor requirements.

In this whitepaper, we’ll explore the importance of a robust portfolio analytics process for your entire firm and guide you through the series of questions to ask to ensure your current process is best-in class and helping, not hindering, the growth of your firm.

  • Why is a robust private equity fund performance analytics process important?
  • Is your process accurate, consistent and repeatable?
  • Is your process efficient?
  • Does your process promote information sharing?
  • Does your process facilitate sophisticated requests and analysis?
  • Is your process secure?

With private equity undergoing major change as it matures as an asset class, CFOs must ensure their processes and systems across the whole business are setup to help the firm adapt and grow in sync with the industry.