Private Equity case studies, worked step by step

Cases
100
Traced to a firm
59
Topics
12
Hard
30
Topic
All topicsGrowth equity and software8Returns attribution and value creation8LBO modelling tests9Screening and ranking businesses9Distressed and special situations7Private credit and direct lending9Paper LBOs10Real estate and infrastructure8Portfolio operations and exits6Deal structuring and pricing9Fund, LP and portfolio analytics7Commercial and market cases10
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–7 of 7 · filtered from 100Clear filters
  1. 017A family office with a Rs 1,000 crore portfolio wants 10% in private equity. Funds call 25% of commitments a year for four years and distribute from year 5. How much should it commit each year to reach and then hold the target?Fund, LP and portfolio analyticsHardSecondaries and fund of funds
  2. 020Evaluate a fund's portfolio and present its metrics: six deals with cost and current value, two below cost and one at 5x. Compute gross multiple, loss ratio and concentration, and say what an LP would ask.Fund, LP and portfolio analyticsWarm upTPGSan Francisco · 2026
  3. 039Two funds of the same vintage: Mandala Fund III shows TVPI 1.9x, DPI 0.6x and a 21% IRR; Kshitij Fund II shows TVPI 1.7x, DPI 1.4x and a 17% IRR. Add a public market comparison and say which performance you trust more.Fund, LP and portfolio analyticsCoreNeuberger BermanLondon · 2022
  4. 045Take-home: four deals with dated cash flows. Compute each deal's MOIC and IRR, then the pooled IRR of the four together, and explain why the pooled IRR is not the average of the deal IRRs.Fund, LP and portfolio analyticsHardBain CapitalBoston · 2024
  5. 069A fund uses a subscription credit line at 8% to delay its capital call by 180 days on a deal that turns 100 into 200 over four years. What happens to the IRR and to the money multiple?Fund, LP and portfolio analyticsHardSecondaries and fund of funds
  6. 075A pension trust puts Rs 100 crore into a deal through a fund charging 2% and 20%, and Rs 100 crore alongside as a no-fee co-investment. The deal returns 2.5x gross in five years. What net multiple does each earn?Fund, LP and portfolio analyticsWarm upSecondaries and fund of funds
  7. 085Pitch a Rs 1,500 crore infrastructure fund to potential LPs: 14% gross target, 6% cash yield, 1.5% fee and 15% carry over an 8% hurdle. What net return and yield should an LP expect, and which LPs should you call first?Fund, LP and portfolio analyticsCoreTPGSan Francisco · 2026

Company names and figures are illustrative.