July 2013
Beginner
408 pages
13h 4m
English
book
Introduction to Private Equity: Venture, Growth, LBO and Turn-Around Capital, 2nd Edition
by Cyril Demaria
Content preview from Introduction to Private Equity: Venture, Growth, LBO and Turn-Around Capital, 2nd Edition
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Template 4 (Fund)
QUARTERLY REPORT TEMPLATE
Note: this template is for illustration only, and does not replace professional advice in the conception of such documents. The Institutional Limited Partners Association provide further documentation (http://ilpa.org/quarterly-reporting-standards/ and http://ilpa.org/standardized-reporting-resources/).
[FUND NAME, L.P.]
QUARTERLY REPORT
[DATE]
[CONTACT DETAILS]
TABLE OF CONTENTS
1. Letter of the General Partner to the Limited Partners
a. Market update
b. Deal flow
c. Portfolio update
i New investments
ii Current portfolio news
iii Divestments
d. Capital calls and distributions
i Capital calls
ii Distributions
e. Summary and conclusion
2. Portfolio summary as of [Date], [Unaudited/Audited]
a. List of investments
b. Breakdowns by sector, status, development stage, geography, cash needs in certain time horizon (if applicable)…
3. Portfolio companies
a. Company A
i Business/Activity/Products/Services
ii Market addressed
iii Financial and operational summary of the company (past, present, budget)
iv Short biographies of management
v Co-investors (if any)
vi Recent developments and current status
vii Action of the investor
viii Representation of the investor (Board seat, observer seat…)
ix Investment history (detailed)
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.