You know it’s essential to create benchmarks that clearly demonstrate what makes your investment strategy unique compared to your competition—and can show how your fund will fit into and add value to a limited partner’s portfolio. However, traditional benchmarks don’t expose the underlying funds they consist of, the investments those funds have made or individual fund performance. This lack of transparency and detail highlights an opportunity for more accurate, relevant performance measurement—enhanced by richer data.
Here’s how PitchBook can help you bring those important details to the forefront.
Building custom peer groups and comparing fund returns
PitchBook allows you to create your own custom peer group and easily look at similar funds’ portfolio construction, industry focus, IRR and quarterly cash flow multiples.
Using the Investors & Buyers search function, you can quickly identify buyout funds in the United States with a vintage year of 2012, for example, and then narrow down the list further by looking at ones that are only $250 million to $500 million in size.
To see how it works, tap or click on the numbered steps in the graphic below.
Want to learn more about how your firm can raise its next fund more efficiently? Download our Fundraising Guide below. It provides step-by-step instructions on how you can leverage PitchBook to quickly pick your own precise peer group, present a benchmark that highlights the value of your investment strategy and prioritize which investors to pursue—and tailor your pitch to their goals—using insights on their mandates, allocations, commitments, preferences and more.
