carta-performance-benchmarks

To benchmark fund performance, compare Net IRR, TVPI, MOIC, and DPI metrics against peer groups filtered by vintage year, AUM bucket, and entity type. This yields percentile rankings showing where a fund stands within its cohort.

Peer cohort benchmarking compares a fund's Net IRR, TVPI, MOIC, and DPI against comparable funds by filtering for vintage year, AUM size, and entity type. It generates percentile band labels to show relative performance within the cohort.

Yes, you can filter fund benchmarking peer cohorts by vintage year, AUM bucket, and entity type such as Fund or SPV. This ensures the percentile rankings and peer comparisons accurately reflect the specific market segment.

Yes, calculating fund percentile rankings requires access to the Carta MCP server and a valid fund name to query the FUND_ADMIN.TEMPORAL_FUND_COHORT_BENCHMARKS data warehouse table. This provides the authoritative benchmark data needed for comparison.

The best way to compare Net IRR and TVPI against similar funds is using an automated peer benchmarking process that queries a temporal fund cohort data warehouse. This eliminates manual analysis and instantly generates accurate percentile rankings.