Free private markets document generator
Private Markets Program Objectives & KPI Framework
Create a private markets program objectives and KPI framework covering return, pacing, liquidity, diversification, manager quality, operations, reporting and governance. Turn private markets strategy into measurable program objectives, indicators and review cadence.
What this generator covers
Inputs used by the document
- Objectives: Institution, Framework purpose, Return objective, Allocation objective, Liquidity objective
- Key performance indicators: Performance KPIs, Pacing & deployment KPIs, Diversification KPIs, Manager-quality KPIs
- Operating KPIs & review: Operations KPIs, Reporting KPIs, Review cadence, Actions & accountability
01
Framework purpose
This framework defines the objectives and key performance indicators used to manage the private markets program.
02
Return objective
Achieve CPI + 5% net over rolling ten-year periods through a diversified private markets program.
03
Allocation objective
Maintain a 15% strategic allocation while staying within approved pacing and liquidity constraints.
04
Liquidity objective
Maintain at least 1.75x stressed capital-call coverage and avoid forced sales to fund commitments.
05
Performance KPIs
Net IRR, TVPI, DPI, RVPI, PME, benchmark quartile and realized versus unrealized value.
06
Pacing & deployment KPIs
Annual commitments versus plan, unfunded commitments, vintage-year allocation and time to deploy approved pacing.
07
Diversification KPIs
Manager, fund, strategy, geography and vintage concentrations against policy limits.
08
Manager-quality KPIs
Reference outcomes, reporting timeliness, key-person events, valuation transparency and co-investment allocation quality.
09
Operations KPIs
Capital-call accuracy, reconciliation timeliness, data completeness, valuation-review completion and audit exceptions.
10
Reporting KPIs
Quarterly dashboard issuance, Committee reporting timeliness, material-issue escalation and annual policy review completion.
11
Review cadence
Staff reviews monthly; the Investment Committee reviews quarterly; objectives and KPI thresholds are refreshed annually.
12
Actions & accountability
Assign an owner and remediation plan to each breached KPI; escalate persistent exceptions to the CIO and Committee.
How to use this document generator
Review the example assumptions, replace them with information from your own investment process, and check every statement against the governing documents and source data. The interactive version updates the draft immediately and can export it to Word or PDF without a login.
Template transparency
Draft status
This template creates an editable first draft. Review every statement against source data and governing documents.
Privacy and export
Inputs stay in your browser. Word and PDF exports are created locally and this page does not store your document.
Scope
This is a practical starting point, not legal, tax, or investment advice.
Template 1.0 · Reviewed 13 August 2026