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Do LPs Typically Receive Detailed Information on Each Company Invested in a Fund for Performance Reporting?

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May 03, 2023

How much information do LPs typically get about performance? Specifically do some LPs require or get detailed information about each company invested in (for instance so that they can disclose what their holdings are)? We are talking to a wealth m...

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The larger the fund, the bigger the reporting requirements. Yes, it’s not uncommon for LPs to require detailed info about each company. This is typically done monthly. In addition, there are also annual reporting requirements too. In...

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What are the rules, expectations, and norms on communicating fund holdings and deals to LPs?

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May 03, 2023

What are the rules, expectations, and norms on communicating fund holdings and deals to LPs?

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The goal is to communicate on a regular schedule to set expectations about communication with LPs, otherwise some will start demanding heavy communication. I would look to send one good update once a quarter, a larger update at the end o...

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