What problem does it solve? Evaluating whether a private fund is actually outperforming requires more than raw returns — it demands peer-relative context. This Skill benchmarks fund performance metrics (IRR, MOIC, DPI, RVPI, TVPI) against matched peer universes using institutional methodologies like Kaplan-Schoar PME, J-curve normalization, and quartile ranking, so GPs and LPs can defend performance in LP reports, fundraising materials, and IC presentations. ## Core Features & Use Cases - Peer Universe Construction: Matches funds by vintage year (+/-1), strategy (buyout, growth, venture, credit, real estate), geography, and AUM size bucket (micro through mega). - PME & J-Curve Analysis: Computes Kaplan-Schoar Public Market Equivalent against indices (S&P 500, Russell 2000, MSCI) and normalizes comparisons by fund maturity phase (J-curve, value creation, harvesting). - Quartile Ranking & Alerts: Ranks each metric into quartiles with trend tracking, runs dispersion analysis, and generates IR talking points for below-median metrics. - Use Case: An IR team preparing a quarterly LP report for a 2020-vintage growth fund uses this Skill to show Net IRR of 18.2% ranks Q2 versus 34 peers, PME of 1.31x versus the S&P 500, and to craft talking points explaining why Q3 DPI is offset by Q1 RVPI. ## Quick Start Benchmark Nexus Growth Partners III, a 2020 vintage North American growth equity fund with 18.2% net IRR, 2.1x MOIC, and 0.6x DPI, against its peer universe and produce a quartile scorecard with PME analysis.
