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Asset level Benchmark

Asset level Benchmark

Owned by Martin Zahner
Last updated: Jun 01, 2023
2 min read

  • This capability shows all the relevant datapoints per portfolio company

  • Quickly identify top and bottom performing companies

How to use the capability

  1. Explain some of the columns, scroll up to the far right

  2. If needed data to be exported to Excel

  3. Explain the Navigation Panel on the right, expand it to show the options

  4. select “Top companies”

 

Assets per fund

 

Report with detail information on fund portfolio companies, including KPIs and Sales and EBITDA over last twelve months (LTM)

 

Top / Bottom Companies

 

  • This report selects the portfolio companies with the highest (top) / lowest (bottom) values in the selected “rating measure”

  • gain overview on larger funds on key portfolio companies

  • Understand the development of the fund manager evalution (MOIC) overtime

How to use the capability

  1. Find the top and buttom companies Change the “rating measure” to “invested capital”

  2. change the “# companies” to 4

  3. look the “gross MoIC” widget

    • Has the valuation of the GP seen some changes?

  

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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