Methodology Library
Browse and explore published research methodologies across private markets. Each methodology includes detailed definitions, formulas, and classification criteria.
Internal Rate of Return (IRR) Methodology
IRR represents the rate at which a historical series of cash flows are discounted so that the net present value equals zero. Covers pooled calculations, horizon IRR, and inclusion criteria.
Venture Capital Deal Classification
Framework for classifying VC deals into pre-seed, seed, early-stage, late-stage, and venture growth based on company age, series, and investor type.
M&A Transaction Value Estimation
Deal value defined as total equity and debt used in PE investment. Includes multivariable regression model for extrapolating undisclosed values.
PE Middle Market Definition Standards
US-based companies in buyout transactions between $25M-$1B. Segmented into lower (25-100M), core (100-500M), and upper (500M-1B) middle market.
Direct Lending Risk Assessment Framework
Comprehensive risk assessment for direct lending transactions including credit analysis, covenant evaluation, and recovery rate estimation.
ESG Scoring Methodology
Multi-factor ESG scoring system covering environmental metrics, social impact indicators, and governance quality measures with weighted composite scoring.
Fund Benchmarking & PME Calculations
Public Market Equivalent benchmarks using Kaplan-Schoar methodology. KS-PME > 1.0 implies fund outperformance vs public index.
Real Estate Fund Strategy Classification
Classification framework for real estate funds across core, core plus, value-add, opportunistic, and distressed strategies.
Unicorn Valuation Tracking Methodology
Defines unicorns as VC-backed companies with post-money valuation of $1B+. Tracks active and historical unicorn inventory across deal stages.
Quantitative Factor Analysis Framework
Multi-factor risk model for private market portfolios including size, value, momentum, quality, and volatility factors with regression-based attribution.
Fundraising Activity Measurement
Fundraising figures based on final close dates. Only closed-end vehicles included. Mega-funds classified as >$5B in committed capital.
Exit Transaction Classification
Defines exits as any sale resulting in change of majority ownership or public listing. Covers IPOs, direct listings, reverse mergers, and corporate acquisitions.