Private Equity Portfolio Dashboard

Introducing the Portfolio Benchmark Dashboard

The Portfolio Benchmark Dashboard is designed to provide Private Equity firms with a real-time, holistic view of their investments, while simultaneously offering portfolio companies an opportunity to benchmark themselves against their peers.

At its core, the dashboard addresses two perspectives:

1. For Private Equity firms

   • Track and monitor all portfolio investments in one centralized view.

   • Benchmark companies against each other on KPIs such as NAV (Net Asset Value), IRR (Internal Rate of Return), MOIC (Multiple on Invested Capital), and EBITDA growth.

   • Add non-financial metrics like ESG scores, employee turnover, and customer retention, ensuring a more complete view of long-term value creation.

2. For portfolio companies

   • Gain transparency on how their performance stacks up against “sister companies” in the fund.

   • Foster a healthy sense of competition across the portfolio, encouraging operational improvements.

   • Access structured, investor-ready performance data without the need for constant manual reporting.

Key Performance Indicators (KPIs)

The dashboard combines both financial and non-financial metrics, reflecting the way value is created in today’s private markets.

• Financial KPIs

  • NAV (Net Asset Value): The current fair value of each portfolio company.

  • IRR (Internal Rate of Return): A measure of investment profitability and efficiency.

  • MOIC (Multiple on Invested Capital): Simple yet powerful, showing how much value has been created relative to invested capital.

  • EBITDA Growth: Operational performance expressed as year-over-year or quarter-over-quarter growth.

• Non-Financial KPIs

  • ESG Score: Tracking environmental, social, and governance progress is no longer optional; it is central to long-term returns.

  • Employee Turnover: A leading indicator of organizational stability and culture.

  • Customer Retention: Critical for recurring revenue models and long-term enterprise value.

Visualizing Performance

The dashboard’s layout makes it easy to switch between portfolio-wide overviews and company-specific deep dives:

• Portfolio Overview: A high-level table and charts summarizing NAV distribution, average IRR/MOIC, and EBITDA growth across all investments.

• Company Detail View: When a company is selected, decision-makers see its financial KPIs, ESG scores, HR data, and revenue trends, all in one place.

• Benchmarking & Competition: Portfolio companies can compare themselves with peers, encouraging both accountability and improvement.

Why It Matters

For Private Equity firms, such a system:

• Reduces reporting friction by eliminating manual consolidation.

• Enhances LP communication with clear, up-to-date visuals.

• Improves portfolio value creation by enabling timely interventions where metrics signal underperformance.

• Integrates ESG and people metrics, aligning with the evolving priorities of institutional investors.

Looking Ahead

This dashboard is not just a visualization tool — it is the foundation for data-driven portfolio management. With further integration (e.g., live feeds from ERP systems, HR platforms, or ESG data providers), it can evolve into a real-time cockpit for both GPs and portfolio executives.

In a market where speed and clarity drive competitive advantage, Private Equity firms that embrace such integrated portfolio dashboards will set themselves apart — not just in returns, but in transparency, accountability, and long-term sustainability.

A New Way to Benchmark and Monitor Your Portfolio Companies

Private Equity firms operate in an environment where transparency, speed, and comparability are increasingly critical. Investors, LPs, and portfolio management teams all demand timely insights — not just into financial performance, but also into operational health, ESG progress, and talent metrics.

Yet, too often, portfolio monitoring is still done through fragmented spreadsheets, periodic PDFs, or custom reports that take weeks to prepare. This slows down decision-making and leaves value on the table.

What if all your portfolio companies, with their key financial and non-financial KPIs, could be monitored in one integrated dashboard?