FreePint
 Supporting the value of information in your enterprise

FreePint BlogGetting to know private equity sources

Wednesday, 22nd August 2012 Please login top-right to be able to star items

By Perrin Kerravala


Abstract:

Like many information-intensive industries, the private equity industry offers a range of sources, with a range of price tags -- from free to costly. This is a short version of a longer FreePint Subscription article on the same topic.

The longer article provides more detail on specific suppliers and how to vet them; identifying the best tool for a particular task; and developing skills for creative approaches to PE research. FreePint Subscribers can login to view the article now.


Item:

The private equity (PE) and venture capital (VC) industries are information intensive, generating numerous data on companies, funds, investment firms, and investment performance. These data are typically available on a subscription-basis, and sold to industry participants for due diligence, competitive intelligence, analysis, and business development purposes. Several publishers and industry associations also provide market information for free. 

Fund Performance Data

Fund performance data is the most difficult type of PE industry information to obtain. They are typically used by financiers and fund managers for several purposes, including establishing performance benchmarks, portfolio analysis, and cash flow modeling. Typically, publishers of this information (such as Thomson Reuters and Preqin) collect these data through direct survey and regulatory filings.

Fund, firm and portfolio company profiles

Fund, firm and portfolio company profiles can be used for due diligence purposes, as well as to identify new investment leads. Private equity fund profiles typically include the fund’s investment focus, fund size, and previous investments. Company profiles may include financial metrics, such as EBITDA, as well as management information and detailed information on a company’s products and services. CBInsights is a good example.

News and deals data

Private equity news and deals data sources help industry professionals keep up to date on the latest deals, management moves, and regulatory changes in the PE and VC industries. The new Bloomberg Briefs private equity newsletter is a good example.

Free sources

Several organisations, such as the US-based Private Equity and Growth Capital Council and the international Emerging Markets Venture Capital Association, offer PE industry information for free. This includes information publishers, who may produce research and reports for marketing purposes, and also industry associations, who publish reports for advocacy and marketing purposes. Free research tends to provide high-level, aggregate information on industry performance as a whole, rather than granular, company-level information.

Social Networking

Finally, along with news and data, growing a personal network is also required for effective PE and VC fundraising. Social networking sites dedicated to the investment industry, such as Palico, may provide users additional communication strategies above networking at conferences.


 

About this item:


Click to visit the FreePint Blog Related FreePint Blog items:


Click to view all FreePint Subscription articles Related Subscription articles:

Item Topic Category:

View all Topic Categories »


Perrin Kerravala is a Senior Librarian at Export Development Canada (EDC). EDC is Canada's export credit agency, offering innovative commercial solutions to help Canadian exporters and investors expand their international business. Before joining EDC, Perrin worked as an Information Specialist at the Canadian federal Department of Foreign Affairs and International Trade and at BMO Capital Markets, an investment banking firm.

More articles by Perrin Kerravala »


« See all FreePint Blog items







FreePint Topics
Sources: Staying informed and aware
Sources
Technology: Improving information work with technology
Technology
Value: Maximising value for information work and investment
Value
 
FreePint Newsletter

Keep up-to-date with the latest FreePint articles and tips by email twice a month.

Email address:


Newsletter 397
24th April 2014

FreePint NewsletterWe highlight details of our latest product reviews, webinars & consulting projects. Get involved with our Communities of Practice or consulting projects.


Register free »
Newsletter archive »

Have a FreePint Subscription?

"Yes, we subscribe"

Login to MyFreePint to access purchased content, be able to 'star' items, and to share items with your colleagues.


"No, not yet"

Find out more about the benefits of accessing all our premium articles, reports, webinars, communities of practice and consulting, through a FreePint Subscription

Keep up-to-date by signing up for the FreePint Newsletter.


"Don't know"

Contact us and we'll check if someone in your organisation has already purchased a subscription.


FreePint Subscription

A FreePint Subscription gives access to all FreePint content (articles, reports and webinars), Communities of Practice and consulting. Find out more.