Measure the equity return impact of variable-cost ESG initiatives and their influence on portfolio company revenue.
Separate the market and manager-driven factors behind revenue to calculate Addressable Market Growth and Market Share Growth.
Given an EBITDA-based valuation, how much value is driven by changes in top-line revenue and EBITDA margin on the company’s P&L.
How much of a private equity return is driven by changes in revenue (assuming a revenue-based valuation).