In addition to the Requirements listed in Portfolio Asset Detail, for a Private Equity Portfolio Company the following additional disclosures will be relevant as part of the one-to two page reports on each Portfolio Asset:
Trading and financial overview
Additional possible disclosures
- Number of employees employed by the Portfolio Company, plus any other relevant ESG KPIs e.g. gender diversity statistics;
- Value creation in Portfolio Company since investment (e.g. increase to EBITDA, multiples or debt payback).