ILPA has officially begun work on a refreshed ILPA Portfolio Company Metrics Template, the industry resource for consistent, decision-useful reporting at the investment level.
The current template, first released in 2019, provides a broad foundation of descriptive, financial, and operating data. As the industry’s needs have continued to evolve, stakeholder feedback has highlighted opportunities to focus the scope in ways that could further enhance comparability and insight across portfolio company reporting.
The goal of this update is to refine and right-size the template, ensuring that the information reported is meaningful and consistent for end users while remaining manageable and practical for those responsible for preparing it.
What to expect from the refresh:
- A redesigned template with a focused set of metrics
- Updated guidance and examples
- A working group and steering committee of LPs, GPs, and service providers engaged throughout the process
- A public comment period prior to finalization
The final updated template will be released in early 2027.
Ways to Stay Engaged
This work builds on ILPA’s broad-based industry efforts to develop the latest ILPA Reporting Template and the new ILPA Performance Template, as well as the refreshed ILPA Capital Call & Distribution Template. (These templates, released in 2025, are in various stages of implementation or planned implementation; visit the links above for details.)
We look forward to collaborating with the industry once again to ensure this new version of the ILPA Portfolio Company Metrics Template is both decision-useful and widely adoptable across private markets stakeholders.
Be sure to bookmark the ILPA Portfolio Company Metrics Template page for periodic updates on the project. If you are interested in more in-depth news on the effort or share feedback throughout the process, please complete this form to join our satellite group and provide your perspective.
