Portfolio Company

/ˈpɔːrtfoʊlioʊ ˈkʌmpəni/

Definitions

  1. (n.) A company in which a private equity firm or venture capital fund has invested and holds a significant equity stake.
    The private equity firm closely monitored the financial performance of its portfolio company.

Forms

  • portfolio company
  • portfolio companies

Commentary

Portfolio companies are key entities in private equity and venture capital transactions; clarity in defining the scope of control and ownership is important in contracts and fund documentation.

This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.

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