June 15, 2026
A practical framework for passive investors to track how well a sponsor is executing against their original pro-forma projections over a 3-to-5-year hold, using realized cashflow data rather than sponsor narratives.
multiples
passive-investing
portfolio-analytics
pro-forma
sponsor-tracking
(more...)
June 14, 2026
A walkthrough of how one limited partner caught a GP distribution error by cross-referencing projected waterfall payouts against actual bank deposits — and why the tools you use to track cashflows determine whether you catch these mistakes at all.
cashflow
discrepancy
distributions
investment-tracking
irr
lp-gp
performance-monitoring
portfolio-management
private-equity
waterfall
(more...)
