Engagement
Fund performance review
Independent walkthrough of fund-level returns, contribution analysis, and peer framing for IC meetings and LP updates.
Who it is for
GPs preparing for annual meetings, mid-cycle IC reviews, or LP Q&A.
What you walk away with
A concise performance brief with return bridges, attribution notes, and discussion-ready exhibits.
Included
- Return bridge construction from your administrator extracts
- Contribution and residual analysis across holdings
- Peer and prior-vintage context where public comps allow
- Slide and memo formats for IC or LP use
Not included
- Valuation opinions or fairness opinions
- Marketing materials for fundraising
How the work proceeds
-
1
Scope call on questions the IC or LPs will raise
-
2
Model and exhibit build
-
3
Walkthrough session with partners
-
4
Final brief delivery