Performance Analytics

Deciding which positions are underperforming based on gut feeling is how a struggling holding gets discovered too late. We build the analytics system that surfaces real performance clearly.

What we build

• IRR & MOIC tracking: Return metrics calculated per holding and across the full portfolio.
• Benchmark comparison: Portfolio performance compared against relevant benchmarks.
• Vintage analysis: Performance tracked by fund vintage and deal cohort.
• Risk flagging: Underperforming positions surfaced automatically for review.

Implementation scope

Analytics connects to portfolio management, so every performance metric reflects real, current valuation data.