Private Equity and Venture Capital

  1. Performance Measurement and Analysis
    1. Return Metrics and Calculations
      1. Internal Rate of Return
        1. Multiple of Invested Capital
          1. Net Present Value
            1. Public Market Equivalent
              1. Distributed to Paid-In Capital
                1. Residual Value to Paid-In Capital
                2. Benchmarking and Peer Analysis
                  1. Industry Performance Standards
                    1. Vintage Year Comparisons
                      1. Strategy-Specific Benchmarks
                        1. Risk-Adjusted Returns
                        2. Portfolio Valuation Methods
                          1. Fair Value Accounting Standards
                            1. Market-Based Valuation
                              1. Income-Based Valuation
                                1. Asset-Based Valuation
                                  1. Valuation Committee Processes
                                  2. Risk Assessment and Management
                                    1. Portfolio Risk Analysis
                                      1. Concentration Risk Management
                                        1. Market Risk Factors
                                          1. Operational Risk Considerations
                                            1. Liquidity Risk Assessment
                                            2. Reporting and Communication
                                              1. Limited Partner Reporting
                                                1. Performance Attribution Analysis
                                                  1. Portfolio Company Updates
                                                    1. Market Commentary and Outlook
                                                      1. Annual Meeting Presentations

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                                                    8. Exit Strategies and Liquidity Events

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                                                    1. Foundations of Private Equity and Venture Capital