0

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

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 manager for a group of HNWI and it sounds like they would need regular (annual?) updates about each company in the fund. Is that typical? If so that would probably require quite a bit of admin work on the fund side.
1 See in Base
0
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 summary, be prepared to do a lot of reporting for LPs.

Join the Leaders of Venture 2.0

Our graduates are creating disruptive capital with exceptional expertise, ethical investing practices, and exceptional returns. Whether you're launching your first fund or scaling an established firm, VC Lab provides the tools, network, and support needed to succeed in today's venture landscape.

Apply Now