Reference

Bibliography

Sources used in the report, organised by category. Where a public URL is stable, it is linked; where the source is print or paywalled, the citation alone is provided.

Academic Foundations

  • Gompers, Paul, and Steven N. Kaplan. Advanced Introduction to Private Equity (Edward Elgar, 2022).
  • Gompers, Paul, Victoria Ivashina, and Richard Ruback. Private Equity: A Casebook (Imperial College Press, 2019).
  • Metrick, Andrew, and Ayako Yasuda. Venture Capital and the Finance of Innovation (Wiley, 3rd ed., 2021).
  • Kaplan, Steven N., and Per Strömberg. "Leveraged Buyouts and Private Equity." Journal of Economic Perspectives 23(1), 2009.
  • Harris, Robert, Tim Jenkinson, and Steven N. Kaplan. "Private Equity Performance: What Do We Know?" Journal of Finance 69(5), 2014.
  • Lerner, Josh, Antoinette Schoar, and Wan Wongsunwai. "Smart Institutions, Foolish Choices: The Limited Partner Performance Puzzle." Journal of Finance 62(2), 2007.

Industry Bodies and Standards

  • ILPA. ILPA Principles 3.0 (2019). Link ↗
  • ILPA. Reporting and Fee Disclosure Templates. Link ↗
  • NVCA. Model Legal Documents (2023 revision). Link ↗
  • CAIA Association. CAIA Level I and II Curriculum — Private Equity & Private Debt track. Link ↗
  • CFA Institute. Private Equity Certificate Curriculum. Link ↗

Market Data and Research

  • CB Insights. State of Venture 2024 Report. Link ↗
  • Preqin. Global Private Equity & Venture Capital Report (annual). Link ↗
  • Pitchbook. Annual VC, PE, and M&A Reports. Link ↗
  • Bain & Company. Global Private Equity Report (annual). Link ↗
  • Jefferies. Global Secondary Market Review (semi-annual).
  • Greenhill / Lazard. Secondary Market Reviews.

Legal and Regulatory

  • U.S. SEC. Investment Advisers Act of 1940 and Private Fund Adviser Rules (2023). Link ↗
  • Dechert LLP. "GP-led Secondaries and Continuation Vehicles" OnPoint, 2025.
  • Cooley LLP. Q4 2024 Venture Financing Report. Link ↗
  • Gunderson Dettmer. Annual Trends in Venture Capital Financing. Link ↗
  • Wilson Sonsini. Entrepreneurs Report — Private Company Financing Trends. Link ↗

Operating and Value Creation

  • BCG. Value Creation in Private Equity (annual). Link ↗
  • McKinsey & Company. Private Markets Annual Review. Link ↗
  • Bain & Company. PE Operations Report. Link ↗

Sector and Frontier Investing

  • a16z published thesis pieces on AI infrastructure and applications. Link ↗
  • Sequoia Capital. Adapting to Endure and successor partnership memos. Link ↗
  • Bryce Space and Technology / SpaceWorks. Commercial Space Reports.
  • Bessemer Venture Partners. State of the Cloud (annual). Link ↗

Practitioner Handbooks

  • Rosenbaum, Joshua, and Joshua Pearl. Investment Banking: Valuation, LBOs, M&A, and IPOs (Wiley, 3rd ed., 2020).
  • Pearl, Joshua, and Brendan O'Sullivan. The Little Book of Private Equity.
  • Ramsinghani, Mahendra. The Business of Venture Capital (Wiley, 3rd ed., 2021).
  • Carta. Cap Table and Equity Management Guides. Link ↗
  • Wall Street Prep. LBO Modeling Course Materials. Link ↗

← Glossary