Resources

The industry already knows.

Surveys and research from the industry's own institutions: outdated diligence, fragmented data, and knowledge that walks out the door. Every stat links to its source.

CFA Institute · 2024

Private markets: governance issues rise to the fore

Across 848 surveyed members, the frequency and accuracy of valuation reporting is the #1 private-markets concern; comparability of performance measures is #2.

Data quality

State Street · 2025

Private markets and the data revolution (~500 institutions)

Institutions report waiting up to five or six months for a quarter's data, while back offices still transpose numbers from PDFs into spreadsheets by hand.

Operational drag

Accenture · 2024

It's time to rethink private equity due diligence

83% of PE respondents believe their current due-diligence approach has substantial room for improvement; 90% agree better diligence drives value.

Operational drag

DiligenceVault · 2026

2025-26 Global Manager Survey (780+ firms, 78 countries)

70% of the industry is still tethered to the “digital gravity” of shared drives and Word documents.

Institutional memory

Coller Capital · 2024

Global Private Capital Barometer, 41st edition

63% of LPs say the exit timelines their GPs communicate feel optimistic; 91% support introducing exit committees.

Data quality

S&P Global · 2025

S&P, Cambridge Associates and Mercer form a private-markets data consortium

Three incumbents pooled forces because fragmented data and inconsistent reporting standards are limiting informed investment decisions.

Standardization

ILPA · 2025

Reporting Template v2.0 & new Performance Template

The refreshed industry-standard templates apply to funds still investing in Q1 2026 or commencing operations after January 1, 2026.

Standardization

Mercer · 2025

Bridging the data gap: the core of private market intelligence

Most private-markets data still comes from public sources: often outdated, delayed by two or more quarters, and not fit for real-time decisions.

Data quality

Brown, Gredil & Kaplan (NBER) · 2016

Do private equity funds manipulate reported returns?

Some under-performing managers boost reported returns exactly when fundraising takes place.

Data quality

Jenkinson, Sousa & Stucke · 2013

How fair are the valuations of private equity funds?

Interim valuations are inflated during fundraising, and performance figures reported while fundraising have little power to predict ultimate returns.

Data quality

Ercan, Kaplan & Strebulaev (NBER) · 2025

Interim valuations, predictability, and outcomes in private equity

Stale marks and repeated markdowns predict poor future performance, visible as early as the first year.

Data quality

Phalippou (Oxford Saïd) · 2020

An inconvenient fact: private equity returns & the billionaire factory

PE funds have returned about the same as public equity indices since at least 2006, while collecting an estimated $230B in carry.

Fees

Accelex + FactSet · 2025

Fund administrators struggle with private-markets data

55% of fund administrators call data acquisition and governance their primary operational challenge; large admins run six different core systems.

Operational drag

Allvue Systems · 2026

2026 GP Outlook Survey (102 firms)

44% of portfolio managers identify benchmarking datasets as a top technology need.

Benchmarking

Ocorian · 2026

Private markets fundraising: key trends shaping 2026

56% of 300 senior PE executives rate investor-reporting requirements as extremely challenging.

Operational drag

CFA Institute · 2025

Private markets: transparency will define the next stage

24% of investment professionals see substantial problems in valuation reporting, and the standardized reporting template is only half-adopted.

Standardization

Aztec Group / Private Funds CFO · 2026

Private-markets reporting: how GPs are adapting

72% of GPs believe their LPs value clear, timely and accurate reporting above all, and reporting tops the 2026 outsourcing list.

Operational drag

Cambridge Associates · 2014

A framework for benchmarking private investments

80 to 90% of funds land in at least three different quartiles over their lives; early top-quartile labels mean little.

Benchmarking

Harris & Stucke (SSRN) · 2012

Are too many private equity funds top quartile?

Modest, defensible variations in method (vendor, vintage definition, metric) let as many as half of all funds claim top-quartile status.

Benchmarking

Harris, Jenkinson, Kaplan & Stucke (NBER) · 2020

Has persistence persisted in private equity?

Using only information available at fundraising, buyout funds show little or no performance persistence post-2000; venture capital persistence remains.

Benchmarking

MSCI (Burgiss) · 2024

Inflating returns with subscription lines of credit

For recent buyout and real-estate vintages, the median subscription line inflated reported IRRs by roughly 100 basis points.

Data quality

CEM Benchmarking · 2015

The case for standardized total cost disclosure in private equity

Estimated total direct LP costs for private equity were 3.82%, while reported management fees were only 1.8%.

Fees

Intapp, citing BCG · 2022

The importance of institutional knowledge management in PE

A large fund could see a net impact of $100M annually just from managing its knowledge more effectively. Today it sits in drives, inboxes, and heads.

Institutional memory

Deloitte · 2025

2025 GenAI in M&A survey (1,000 leaders)

86% of organizations have integrated GenAI into M&A workflows; 35% of adopters apply it to due diligence.

AI adoption

Panopto · 2018

Workplace knowledge and productivity report

The average large US business loses $47M a year to inefficient knowledge sharing; 42% of institutional knowledge is unique to the individual.

Institutional memory

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