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Thought Processes and Report Documentation

Ipreo’s Private Capital Markets (PCM) group is constantly providing clients with a wide variety of great information on issues that are important to fund managers and investors.

The Blog has published multiple pieces related to the private capital markets, covering topics such as the OPM method of allocating value, volatility, and, most recently, leveraging technology in real estate investing.

The latest article from PCM involves report documentation, as Valuation Analyst David Mesner kicks off his three-part series with a look at the importance of recording one’s thought processes while documenting analysis.


“Alongside the quantitative data, there also needs to be a record of your thought process within the report. Documenting key factors and selections may take a little more time in the overall reporting process, but it’s an integral and often overlooked part of creating an accurate reflection of an investment or entity, whether for a Topic 820 report or an IRC 409a.”

Read the entire report: Report Documentation: Creating Longevity for the Thought Process

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