Portfolio Company Metrics Template

Portfolio Company Metrics Template

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). The PortCo Template offers a best-in-class format for reporting details about the individual companies held by a limited partner’s (LPs) fund investments. Historically, LPs have requested this information from their general partner managers (GPs), often in bespoke formats. The PortCo Template standardizes this request so that LPs can receive more timely and consistent data, while GPs can report more efficiently without the burden of completing multiple, customized forms from each of their LPs.

The PortCo Template is a culmination of the work of 30 LPs, GPs, advisors and data service providers who collaborated to develop this resource to improve efficiencies in reporting this important information.  Thank you to those who offered feedback during our comment period. Many of the suggested adjustments to the PortCo Template were applied in the final version.

We encourage you to work with your GPs to adopt this resource and continue to provide us feedback on its value.  All questions can be sent to standards@ilpa.org and will be addressed promptly.