Stop comparing your software fund to an industrial fund.
Build a true peer group from 14,000+ private funds — filtered by asset class, strategy, vintage year, geography, and, uniquely, the sector of the underlying portfolio companies.
A broad buyout benchmark compares you to everyone. Which means no one.
Comparing a software-focused buyout fund to an industrials-focused buyout fund is comparing two different return profiles, growth dynamics, and exit cycles.
✕ Generic Benchmarks
- Groups software funds with energy funds into one misleading number
- Vintage year is the only segmentation available
- LP meetings get awkward when a broad benchmark misrepresents the fund
- No visibility into which funds are actually in the comparison
✓ Joe Custom Benchmarks
- Filters by portfolio company sector, so peers actually invest in similar businesses
- Layers asset class, strategy, vintage, geography & sector simultaneously
- LP conversations get substantive — show exactly who's in the peer group and why
- Every filter criterion is transparent and reviewable by LPs
Build your peer group in five filter layers.
Illustrative interface — stack filters, see quartile-ranked results immediately.
13 portfolio sector filters.
The feature no other benchmarking tool has — filter by what the underlying companies actually do.
Metrics investment committees and LPs actually use.
Built for both sides of the table.
For GPs — Fund Managers & IR Teams
- Build peer groups that reflect what the fund actually does
- Show LPs exactly which funds are in the peer group and why
- Support annual report and ILPA reporting with defensible comparisons
- Strengthen fundraising conversations with a peer group LPs respect
For LPs — Investment Teams & Allocators
- Evaluate GP performance claims independent of the GP's own benchmark
- Build your own peer groups with your own filter criteria
- Identify which GPs are genuinely top-quartile vs. benefiting from a broad peer group
- Support re-up decisions with sector-appropriate context
Every other benchmarking product filters by asset class, strategy, and vintage year. None of them filter by the type of company the fund actually invests in. Joe is the only platform that adds portfolio company sector filtering to peer group construction — a benchmark that reflects what a fund actually does, not just what category it's filed under.
Transparent, reviewable peer groups.
Every filter criterion used to construct a peer group is visible to LPs and investment committees, so they can evaluate whether the comparison is appropriate — not accept or reject a black-box number.
See our full methodology →Explore other data sets.
Build your true peer group.
Get access to Joe and benchmark fund performance against the peer group that actually reflects how the fund invests.