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Minimum Fund size is generally
$150 million.
First time Funds will be considered if the team has a compelling, unique
approach and/or previous PE experience.
Screening Criteria and Factors For Consideration:
- Defined, viable business strategy
- Focused investment strategy
- Distinguishing features
- Proven track record (If first-time Fund, partners’ previous records)
- Financial commitment by GP(s) or third party on a side-to-side basis
- Experience and expertise of GPs and the team
Evaluation/Due Diligence:
- GP(s) track record
- Audited financials for current Fund plus previous Funds
- Supplemental information including cash flows from each of the
investments
(and from previous partnerships)
- Verification of IRR
- Percent ownership in portfolio companies; number of board seats
held by the partnerships
How To Introduce Your Fund:
- Phone call or email
- Materials/Information required:
- Number Fund now being raised
- Prior record (IRR and whether partially/fully realized)
- Previous Institutional Investors
- Executive Summary, preferably two-page maximum; other succinct description
of Fund; partners’ experience; unique/differentiating factors; sector and geographic
focus, size, etc.
- Private Placement Memorandum
- Please prepare a brief summary outlining the above information and
forward electronically
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