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Financial Report

RESEARCH REPORTS

Exclusively for Burgiss Clients


As part of the expertise that we provide to our clients, Burgiss has developed a series of data-rich research reports, exclusively for clients, that are tailored to their needs. All reports are based on data from the Burgiss Manager Universe (BMU), a research-quality database that includes the complete transaction history for a growing list of over 12,000 private capital funds and fund-of-funds, representing more than $9 trillion in committed capital. Reports are updated quarterly, following the BMU update.

RESEARCH REPORTS

Exclusively for Burgiss Clients

​

As part of the expertise that we provide to our clients, Burgiss has developed a series of data-rich research reports, exclusively for clients, that are tailored to their needs. All reports are based on data from the Burgiss Manager Universe (BMU), a research-quality database that includes the complete transaction history for a growing list of over 12,000 private capital funds and fund-of-funds, representing more than $9 trillion in committed capital. Reports are updated quarterly, following the BMU update.

View a sample of a report that you would
have access to as a Burgiss client.


Global Private Capital Performance Summary
 

This summary presents a sample of recent performance, cash flow, dry powder, and valuations trends, broken out by geography and asset class.

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The data and analysis featured in this summary are accessible via Burgiss’ Universe Data and Analytics solution—the industry standard for investors to get an in-depth, holistic understanding of their private capital portfolios.

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To learn more about Burgiss’ data and services, please email us at sales@burgiss.com.

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Global Private Capital Performance Report

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This report provides an overview of global private capital activity on a timely basis, helping Limited Partners and General Partners to:

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  • Analyze top-line global and regional performance.

  • Understand recent asset class performance.

  • Observe capital flows and valuation movement.

  • Monitor dry powder.

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Capital Reserve Forecast Report for Buyout,
Venture Capital, and Real Estate Portfolios

 

Based on a Burgiss-created model, this report forecasts the capital reserve required to meet capital calls for a portfolio. It covers a range of different portfolio constructions and provides insight to Limited Partners by:

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  • Delivering top-line capital reserve forecasts that can be incorporated into the capital budgeting process.

  • Enabling Limited Partners to directly answer the question: How much capital should I have at the ready to meet capital calls?

 

*The forecasts are derived using the Maximum Probable Contribution (MPC) methodology for forecasting the probability density function of capital calls arising from both single commitments or portfolios of commitments. Read more about the MPC methodology here: Budgeting for Capital Calls: A VaR-Inspired Approach. Please contact support@burgiss.com if you are interested in customized forecasts. 

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Holdings Performance Report for Buyout, 
Venture Capital, and Real Estate

 

This report presents aggregated performance data based on the TVPI (investment multiple) of the underlying holdings of funds in the Burgiss Manager Universe, equipping Limited Partners and General Partners with the information necessary to:

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  • Benchmark the underlying holdings of funds.

  • Analyze the dispersion of holdings performance.

  • Attribute performance and risk at a more granular level.

  • Monitor macro investment/divestment activity.

 

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SASB Sustainability Dimension Analysis Report

 

With both the SICS® taxonomy and the SASB Materiality Map® incorporated into the Burgiss Private i® Platform, private capital investors can now take an informed, thoughtful approach as they develop and implement their Environment, Social, and Governance (ESG) policies. This report provides: 

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  • An aggregate view of the Burgiss Manager Universe by SICS Sector across the key asset classes – giving investors context for their own portfolio diversification.

  • A heatmap of sustainability-related issues for each of the key asset classes – thereby identifying the issues that are most likely to be financially material for companies operating within a given industry.

 

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Company Fundamentals Review

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This report provides clients with an aggregated view into the performance of Buyout-held companies in the Burgiss Manager Universe. Using the rich set of fundamentals data that we have collected, this report presents summary statistics across many key operating metrics, including revenue growth, EBITDA growth, EBITDA multiples, and net debt multiples. In addition to providing the latest available figures, the exhibits contained in the Company Fundamentals Review provide ten years of historical information in order to highlight any trends.

 

This report provides you with important context as you evaluate your managers and the performance of their company holdings, answering key questions such as:

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  • What level of revenue growth makes a company a top performer?

  • What amount of leverage is most common in a given industry?

  • Was this exit taken at a good multiple?

 

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Holdings-based Composition Report
for Buyout and Venture Capital

 

This report presents aggregated holdings valuation and total invested data, equipping Limited Partners and General Partners with the information necessary to:

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  • Understand fund-level benchmark composition using holding-level exposures.

  • Monitor portfolio exposure to specific regions and sectors relative to the Burgiss Manager Universe.

  • Attribute performance and risk at a more granular level.

 

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