The Complete Direct Investing Handbook

CHAPTER 9Investment Monitoring, Exit Strategies, and Harvesting Returns

Contributing Author: Adam Goodfriend

Introduction

There is increasing emphasis by individual investors on augmenting their private equity fund portfolios with self-directed private investments as a way to increase control, tailor their investments to specific objectives, and enhance returns by reducing fees. The sections that follow discuss (1) certain considerations of monitoring and oversight of direct investments as a minority stakeholder, (2) different ways of engineering returns from privately held businesses or assets, and (3) how to plan and time a sale to maximize the results of your investment objectives, including return on investment. As part of this discussion, ...