Growing profit as a share of revenue — lifting margins through pricing, cost, and mix so earnings rise <em>faster</em> than the top line.
The percentage of recurring revenue retained from existing customers after churn and downgrades, <em>excluding</em> expansion — a measure of how leaky the base is.
The ongoing tracking of portfolio companies' performance against plan after close — collecting KPIs, financials, and value-creation progress through the hold.
Systematically improving how a business prices — lifting realized price through better strategy, packaging, and discipline — a high-return <em>lever</em> for margin.
Grouping customers by when they were acquired and tracking each group over time — revealing the true <em>retention</em> and economics behind headline growth.
A breakdown of an investment's equity gain into its drivers — growth, margin, multiple change, and debt paydown — showing <em>where</em> the return came from.