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How to use the capability
Explain some of the columns, scroll up to the far right
If needed data to be exported to Excel
Explain the Navigation Panel on the right, expand it to show the options
select “Top companies”
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Assets per fund
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Report with detail information on fund portfolio companies, including KPIs and Sales and EBITDA over last twelve months (LTM) |
Top / Bottom Companies
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How to use the capability
Find the top and buttom companies Change the “rating measure” to “invested capital”
change the “# companies” to 4
explain look the “gross MoIC” widget by focusing on Capist
TheHas the valuation of the GP has seen some changes, in 2020-Q1 the company lost one third of its value, it quickly recoverd, but then it got reduced to 0.5 again.
A bumpy road you would like to talk to your GP about.
navigate to “buttom companies” on the left
Change the “rating measure” to “gain/loss”
point out Capist on widget “buttom companies analysis”
navigate to “selected assets” on the left for ben
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Available rating measures:
total Value
Unrelaized Value
Invested Capital
Gain/ (Loss)
Gain/Loss & of Investment
GrMOIC
Gross IRR
Sales Y-Y growth
EBITDA Y-Y growth
Total Value %
RVPI
Gains/Losses %
EBITDA1 %
Entry EBITDA %
Sales ITD growth
EBITDA ITD growth
EBITDA % ITD growth
EBITDA % YoY growth
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