Fund Information. Private Equity Portfolio Company Detail.
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Fund Information. Private Equity Portfolio Company Detail.

This article from the Fund Information section contains the additional disclosures relevant as part of the one-to two page reports on each Portfolio Asset.
Fund Information. Private Equity Portfolio Company Detail.

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).
Fund Information. Portfolio Asset Detail | AlphaLAW Estonia
This article from the Fund Information section shows the purpose of the Portfolio Asset Detail section in a fund report.


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