Colmore-Term Intelligence for LPs

Solve pre-investment due diligence challenges

LPA due diligence is complex and time-consuming for LPs. It's difficult to ascertain whether fees and terms are market and understand the cost and performance implications across the life of a fund. It's equally challenging determining market standard alignment. Term Intelligence helps you solve these challenges and empowers LPs with actionable insight in the form of a committee ready report.

Empower negotiations with Term Intelligence

Add a layer of due diligence to the investment process to ensure:

Fees and terms are on market
Alignment with industry standards
Cost & performance implications across a fund's life are considered

Find out how you can get actionable insight by scheduling a call with Colmore's expert team.

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Data-driven intelligence that provides actionable insight

Comparative analysis

Benchmark fund economic terms and non-economic terms against a selected peer group
Select the benchmark along parameters such as vintage, asset class, strategy and fund size
Statistical and categorial analysis is applied and presented in a simplified format

Cost & performance analysis

Understand the cost of fees and terms over the life of a fund
Cost projections are modelled based on LPA terms for management fees, carry and expenses over a fund's life
Scenario analysis for base case, lost-cost and high-cost scenarios are provided with assumptions clearly outlined

ILPA compliance verification

Understand if LPA terms are compliant with ILPAs recommendations
ILPAs LPAs are comprehensive, standard model form LPAs for private equity, offering fair and transparent terms to the market
Colmore's in-house legal team provide commentary on relevant LPAs provisions vis-a-vis ILPA LPAs

Meet the Term Intelligence pioneers

Paul O'Shea

Head of Fee and Diligence Services, Colmore

Paul created Colmore’s fee validation product FAIR and is the lead architect responsible for design and development of our new term product lines. He has been an expert speaker at events hosted by ILPA, P2F2 and PEAI and has advised the SEC, the EU Commission and ILPA in Private Market regulations. Paul has been with Colmore since its inception in 2017 and prior to that worked as a VP at the Fund of Fund Capital Dynamics. Paul started his career working in Global Markets at BNY Mellon.

Heather Heys

Head of Legal, Colmore

Heather leads the Legal Review function, is product manager for Colmore’s term product lines and provides legal expertise to our FAIR and Fee and Term Analytics teams. She has been a guest speaker at both ILPA’s 2021 Summit and Legal Conference. Heather joined Colmore in early 2021 and prior to that spent 15 years working in the corporate and private equity groups for Deloitte, Dentons and Vinson and Elkins in both the U.K. and China.

Discover why you can trust the data and our expert team

Term Intelligence Team Bios

Meet the Term Intelligence team and discover their experience and expertise.

Download the team's bios

Term Intelligence for LPs

Understand the service, the process, the packages, data and more.

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Term Intelligence - Data Sourcing

Find out everything you need to know about how and where the data is sourced.

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"It’s long been ILPA’s mission to achieve greater transparency, alignment and good governance across our private markets industry, and solutions like Term Intelligence contribute to that vision, particularly by providing LPs with data and insights that have historically been difficult to capture and analyze. We’re grateful that Colmore, a Preqin company, is bringing highly useful services like this to bear on behalf of ILPA members and LPs more broadly."