Online Tutorial for Data Analysis and Automation
A six-page Google Sheets dashboard for fund-month records: 360 fictional sample records for 30 funds, 18 charts and 15 slicers covering AUM, net flows, returns, Sharpe ratio, drawdown, fees and exposure – a reporting template, not trading or fund-administration software.
Private equity firms operate in a highly competitive and performance-driven environment. Investors expect clear visibility into portfolio growth, returns, operational efficiency, and fund performance. However, many firms still track performance using scattered spreadsheets or manual reports. As a result, managers struggle to analyze investment performance quickly and accurately. A Private Equity KPI Scorecard in Google […]