Fundraising Deck: Performance Disclosures

This is Part 10 of a series that walks through a growth equity fundraising deck. We finish the series with fine print, and explore some of the performance disclosures that will be required to satisfy legal and regulatory requirements.

All the presentation data, analyses, and charts are available in the Microsoft Excel and PowerPoint files below:

If you need help or additional bandwidth for private equity marketing or track record projects like this, get in touch with me through the support page or my consulting website.

Performance Disclosures

First of all, THIS IS NOT LEGAL ADVICE! Get your performance disclosures from competent fund formation lawyers and compliance consultants, not random people on the internet. That said, it may be helpful to highlight and comment on some of the key elements that you will find in most private equity fundraising presentations.

Additionally, we would like to suggest language for novel concepts, like the estimated net return and private equity value creation models that were used to illustrate key aspects of the GP’s investment and value creation strategy. However, please consider these to be merely starting points for your performance disclosures, which must be adapted to your own models and reviewed by competent fund formation lawyers and compliance consultants…