Resources

Practical guides for private capital reporting.

• What Is ESG Reporting for Private Companies?

  Practical guidance on what is esg reporting for private companies for private equity sponsors, portfolio CFOs, and fund operations teams — from our ESG Reporting series.

• ESG Reporting for PE-Backed Companies

  Practical guidance on esg reporting for pe-backed companies for private equity sponsors, portfolio CFOs, and fund operations teams — from our ESG Reporting series.

• ESG Reporting Requirements from Investors

  Practical guidance on esg reporting requirements from investors for private equity sponsors, portfolio CFOs, and fund operations teams — from our ESG Reporting series.

• DFI ESG Reporting Explained

  Practical guidance on dfi esg reporting explained for private equity sponsors, portfolio CFOs, and fund operations teams — from our ESG Reporting series.

• ESG Reporting Checklist for Mid-Market Companies

  Practical guidance on esg reporting checklist for mid-market companies for private equity sponsors, portfolio CFOs, and fund operations teams — from our ESG Reporting series.

• ESG Metrics Investors Actually Care About

  Practical guidance on esg metrics investors actually care about for private equity sponsors, portfolio CFOs, and fund operations teams — from our ESG Reporting series.

• How to Build an ESG Data Collection Process

  Practical guidance on how to build an esg data collection process for private equity sponsors, portfolio CFOs, and fund operations teams — from our ESG Reporting series.

• ESG Incident Management Best Practices

  Practical guidance on esg incident management best practices for private equity sponsors, portfolio CFOs, and fund operations teams — from our ESG Reporting series.

• ESG Action Plans Explained

  Practical guidance on esg action plans explained for private equity sponsors, portfolio CFOs, and fund operations teams — from our ESG Reporting series.

• ESG Reporting vs Sustainability Reporting

  Practical guidance on esg reporting vs sustainability reporting for private equity sponsors, portfolio CFOs, and fund operations teams — from our ESG Reporting series.

• Portfolio Company Reporting Best Practices

  Practical guidance on portfolio company reporting best practices for private equity sponsors, portfolio CFOs, and fund operations teams — from our Portfolio Reporting series.

• How PE Funds Collect Portfolio Data

  Practical guidance on how pe funds collect portfolio data for private equity sponsors, portfolio CFOs, and fund operations teams — from our Portfolio Reporting series.

• Building a Portfolio Reporting Framework

  Practical guidance on building a portfolio reporting framework for private equity sponsors, portfolio CFOs, and fund operations teams — from our Portfolio Reporting series.

• KPI Reporting for Portfolio Companies

  Practical guidance on kpi reporting for portfolio companies for private equity sponsors, portfolio CFOs, and fund operations teams — from our Portfolio Reporting series.

• Why Portfolio Reporting Breaks

  Practical guidance on why portfolio reporting breaks for private equity sponsors, portfolio CFOs, and fund operations teams — from our Portfolio Reporting series.

• Standard Portfolio KPIs for PE Funds

  Practical guidance on standard portfolio kpis for pe funds for private equity sponsors, portfolio CFOs, and fund operations teams — from our Portfolio Reporting series.

• Monthly vs Quarterly Portfolio Reporting

  Practical guidance on monthly vs quarterly portfolio reporting for private equity sponsors, portfolio CFOs, and fund operations teams — from our Portfolio Reporting series.

• Portfolio Monitoring Software Guide

  Practical guidance on portfolio monitoring software guide for private equity sponsors, portfolio CFOs, and fund operations teams — from our Portfolio Reporting series.

• LP Reporting Best Practices

  Practical guidance on lp reporting best practices for private equity sponsors, portfolio CFOs, and fund operations teams — from our Portfolio Reporting series.

• Investor Reporting for Private Equity Funds

  Practical guidance on investor reporting for private equity funds for private equity sponsors, portfolio CFOs, and fund operations teams — from our Portfolio Reporting series.

• What Makes a Company Investable?

  Practical guidance on what makes a company investable for private equity sponsors, portfolio CFOs, and fund operations teams — from our Investment Readiness series.

• Investment Readiness Checklist

  Practical guidance on investment readiness checklist for private equity sponsors, portfolio CFOs, and fund operations teams — from our Investment Readiness series.

• Preparing for Private Equity Investment

  Practical guidance on preparing for private equity investment for private equity sponsors, portfolio CFOs, and fund operations teams — from our Investment Readiness series.

• How to Prepare for Investor Due Diligence

  Practical guidance on how to prepare for investor due diligence for private equity sponsors, portfolio CFOs, and fund operations teams — from our Investment Readiness series.

• Fundraising Readiness for Mid-Market Companies

  Practical guidance on fundraising readiness for mid-market companies for private equity sponsors, portfolio CFOs, and fund operations teams — from our Investment Readiness series.

• Governance Documents Investors Expect

  Practical guidance on governance documents investors expect for private equity sponsors, portfolio CFOs, and fund operations teams — from our Investment Readiness series.

• Building an Investor-Ready Data Room

  Practical guidance on building an investor-ready data room for private equity sponsors, portfolio CFOs, and fund operations teams — from our Investment Readiness series.

• How Investors Evaluate Reporting Maturity

  Practical guidance on how investors evaluate reporting maturity for private equity sponsors, portfolio CFOs, and fund operations teams — from our Investment Readiness series.

• Common Investment Readiness Gaps

  Practical guidance on common investment readiness gaps for private equity sponsors, portfolio CFOs, and fund operations teams — from our Investment Readiness series.

• Investment Readiness Score Explained

  Practical guidance on investment readiness score explained for private equity sponsors, portfolio CFOs, and fund operations teams — from our Investment Readiness series.

• How PE Funds Track Value Creation

  Practical guidance on how pe funds track value creation for private equity sponsors, portfolio CFOs, and fund operations teams — from our Value Creation series.

• Value Creation Plans Explained

  Practical guidance on value creation plans explained for private equity sponsors, portfolio CFOs, and fund operations teams — from our Value Creation series.

• Measuring EBITDA Improvement Initiatives

  Practical guidance on measuring ebitda improvement initiatives for private equity sponsors, portfolio CFOs, and fund operations teams — from our Value Creation series.

• Value Creation KPIs Every Fund Should Track

  Practical guidance on value creation kpis every fund should track for private equity sponsors, portfolio CFOs, and fund operations teams — from our Value Creation series.

• 100-Day Plans After Acquisition

  Practical guidance on 100-day plans after acquisition for private equity sponsors, portfolio CFOs, and fund operations teams — from our Value Creation series.

• Why Value Creation Initiatives Fail

  Practical guidance on why value creation initiatives fail for private equity sponsors, portfolio CFOs, and fund operations teams — from our Value Creation series.

• Connecting KPIs to Value Creation

  Practical guidance on connecting kpis to value creation for private equity sponsors, portfolio CFOs, and fund operations teams — from our Value Creation series.

• Portfolio Operations Best Practices

  Practical guidance on portfolio operations best practices for private equity sponsors, portfolio CFOs, and fund operations teams — from our Value Creation series.

• Operating Partner Reporting Frameworks

  Practical guidance on operating partner reporting frameworks for private equity sponsors, portfolio CFOs, and fund operations teams — from our Value Creation series.

• Building Accountability into Value Creation

  Practical guidance on building accountability into value creation for private equity sponsors, portfolio CFOs, and fund operations teams — from our Value Creation series.

• Governance Best Practices for Portfolio Companies

  Practical guidance on governance best practices for portfolio companies for private equity sponsors, portfolio CFOs, and fund operations teams — from our Governance series.

• Board Reporting Templates

  Practical guidance on board reporting templates for private equity sponsors, portfolio CFOs, and fund operations teams — from our Governance series.

• How to Build Better Board Packs

  Practical guidance on how to build better board packs for private equity sponsors, portfolio CFOs, and fund operations teams — from our Governance series.

• Board Meeting Reporting Framework

  Practical guidance on board meeting reporting framework for private equity sponsors, portfolio CFOs, and fund operations teams — from our Governance series.

• Governance Readiness for Investors

  Practical guidance on governance readiness for investors for private equity sponsors, portfolio CFOs, and fund operations teams — from our Governance series.

• Audit Trails and Investor Confidence

  Practical guidance on audit trails and investor confidence for private equity sponsors, portfolio CFOs, and fund operations teams — from our Governance series.

• Document Management for Portfolio Companies

  Practical guidance on document management for portfolio companies for private equity sponsors, portfolio CFOs, and fund operations teams — from our Governance series.

• Governance KPIs to Track

  Practical guidance on governance kpis to track for private equity sponsors, portfolio CFOs, and fund operations teams — from our Governance series.

• Board Reporting vs Investor Reporting

  Practical guidance on board reporting vs investor reporting for private equity sponsors, portfolio CFOs, and fund operations teams — from our Governance series.

• Governance Maturity Framework

  Practical guidance on governance maturity framework for private equity sponsors, portfolio CFOs, and fund operations teams — from our Governance series.