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Benchmark a Fund Against a Custom Peer Group

Lets a user build a benchmark from scratch, defined by strategy, vintage year, geography, and fund size, in any combination, instead of accepting a static, pre-built cohort.

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18,000+Named Funds in Database
4Filter Dimensions, Any Combination
Fund-by-FundNot Aggregate Median

Why it matters

Pooled benchmarks from anonymized providers answer a general question (“where does this fund sit relative to its vintage-year cohort”) but can’t answer a specific one (“where does this fund sit relative to the 10 named funds I actually consider its real competitive set”). Because the underlying data is individual and named rather than pooled, the benchmark is only ever as broad or as narrow as the question requires.

See it in practice

Example

Construct a peer group of mid-market buyout funds, $500M–$1.5B in size, raised 2018–2020, in North America and Western Europe. Compare a target fund’s IRR, TVPI, and DPI against that exact group, fund by fund, rather than against an aggregate median.

Powered by the same connected dataset

Every Joe use case, including this one, draws on the same underlying data — nothing here is a siloed feature.

18,000+ funds with individual, named performance data — not anonymized or pooled
23,000+ GPs covered, including firms currently in market and fundraising
175,000+ portfolio companies held across the funds in the database
1M+ private companies tracked in total, beyond current portfolio holdings
26,000+ private company transactions, with 2,000+ added every month
Daily industry news, keeping fund, GP, and transaction records current rather than static
15,000+ documents, including consultant reviews, pension documents, fund presentations, and more

Explore other Joe use cases.

Benchmark a Fund Against a Custom Peer Group Discover Comparable Funds Trace a GP's Track Record Across Fund Series Underwrite a Single Fund or Transaction Monitor Private Company Transaction Activity Re-Benchmark a Portfolio on a Recurring Basis Conduct In-Depth Research on Funds and Firms

Put this use case to work.

Get access to Joe and run this workflow on live, named fund and GP data.

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