Tear Sheet Templates for Private Equity

By: Allan Parks

Product Manager, Portfolio Monitoring
April 14, 2023

Keeping all stakeholders – both internal and external – in the loop with clean data snapshots is a key challenge for many private equity managers. That’s where a tear sheet comes into play.

What is a tear sheet?

In finance, a tear sheet is a short document, usually one to two pages, that aggregates and summarizes key information about funds, investments, and portfolio companies. Prospective investors often request a tear sheet to gain a comprehensive understanding of the fund’s net income, market capitalization, and other important information.

Allvue’s tear sheet templates give private equity managers a solid foundation for the one-off, high-level private equity reporting of investment data. Download our free .ZIP folder containing PDF financial tear sheet templates for a fund-level tear sheet and a portfolio company-level tear sheet, and enable your team to quickly and easily update investors, prospects, and internal team members on essential metrics like gross profit.

Looking for venture capital tear sheets instead? Click here to download our VC tear sheet kit.

Are you a private equity manager ready to up your data analytics and reporting capabilities? Our tear sheet templates are just the beginning. Allvue’s Fund Performance and Portfolio Monitoring solution empowers GPs with robust analytics and capable reporting and dashboarding tools.

Not only does Fund Performance and Portfolio Monitoring enable your team to quickly spin off automatically generated tear sheets like the ones in our downloadable kit – it’s built to act as your single source of fund performance truth. The solution’s dynamic dashboards and reports allow you to extract actionable insights from your data, spot trends, and make the right decisions for your funds, based on evidence and financial models.

Allvue also helps new and emerging managers supercharge their growth with the Equity Essentials solution set. Our comprehensive set of accounting, reporting, and investor communication solutions helps managers in their initial growth stage streamline their data collection, improve their portfolio monitoring capabilities, automatically generate tear sheets, and ultimately grow to reach a new level of success by attracting new limited partners.

Download the templates now

More About The Author

Allan Parks

Product Manager, Portfolio Monitoring

Allan Parks, Product Manager of Fund Performance and Portfolio Monitoring Solution joined Allvue in 2021. Previously, he was a Product Manager of Portfolio Construction Services at Capital Group, and prior to that, a Portfolio Advisor at Merrill Lynch’s Private Banking and Investment Group where he led Private Capital (Alternative Assets) portfolio allocation for a $5Bn AUM team serving foundations, family offices and UHNW. He is a graduate of University of San Diego, he holds an MBA from Thunderbird School of Global Management (ASU), and he is a CFA Charterholder.

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