Fund Submission Form

This field is for validation purposes and should be left unchanged.

General Information

Fund Name(Required)

Fund Description(Required)

Please include the fund size, stage type, industry focus, and geographical focus.

Management Company(Required)

Firm/Fund Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Firm/Fund Contact Name(Required)

First Last

Firm/Fund Contact Email(Required)

Firm/Fund Contact Phone(Required)

Firm/Fund Contact Fax

Firm/Fund Website

Deal Source

Source Description

Comment, if necessary

Placement Agent Name

First Last

Placement Agent Firm

Placement Agent Phone

Placement Agent Email

Characteristics of Fund

Target Fund Size(Required)

Enter whole numbers only in millions (e.g. 3 = $3 million)

Maximum Fund Size(Required)

Enter whole numbers only in millions (e.g. 3 = $3 million)

Stage Focus(Required)

Industry Focus(Required)

Geographic Focus(Required)

Estimated 1st Closing Date(Required)

Estimated Final Closing Date(Required)

MOIC(Required)

Enter numbers only w/ 2 decimal places (e.g., 2.50 = 2.50x MOIC)

Gross IRR(Required)

Enter whole numbers only as a percentage (e.g., 25 = 25%)

Vintage Year(Required)

Primary MWBE Type(Required)

Primary MWBE Management %(Required)

Enter whole numbers only as a percentage up to 100 (e.g., 25 = 25%)

Please enter a number from 0 to 100.

Primary MWBE Carry %(Required)

Enter whole numbers only as a percentage up to 100 (e.g., 25 = 25%)

Please enter a number from 0 to 100.

Secondary MWBE Type(Required)

Secondary MWBE Management %(Required)

Enter whole numbers only as a percentage up to 100 (e.g., 25 = 25%)

Please enter a number from 0 to 100.

Secondary MWBE Carry %(Required)

Enter whole numbers only as a percentage up to 100 (e.g., 25 = 25%)

Please enter a number from 0 to 100.

Other Limited Partners

List the Fund's other Limited Partners, if applicable, including the following information: LP Name/Entity, Commitment Amount and Advisory Board Member (Y/N)

Key Team Members

Enter information for up to four team members. Bio information for more people can be submitted via email to [email protected]. Be sure to add Fund Name to subject line.

Team Member 1

First Middle Last

Phone

Title

Bio

Enter short biography that includes information about prior work experience and educational background

Add Another Team Member

Add another Team Member

Team Member 2

First Middle Last

Phone

Title

Bio

Enter short biography that includes information about prior work experience and educational background

Add Another Team Member

Add another Team Member

Team Member 3

First Middle Last

Phone

Title

Bio

Enter short biography that includes information about prior work experience and educational background

Add Another Team Member

Add another Team Member

Team Member 4

First Middle Last

Phone

Title

Bio

Enter short biography that includes information about prior work experience and educational background

Track Record

Please enter track record information for up to two prior investment platforms, if available. If you have additional track record information (e.g., Excel) available, please email it to [email protected]. Be sure to add Fund Name to subject line. If there is no available track record information, please advance to the next section.

Fund 1 Name

Enter Fund Name or Description (e.g. "Pre-Fund Deals")

Vintage Year

Enter year (e.g., 2020)

Number of Deals Realized

Number of Deals Unrealized

Total Number of Deals

Total Capital Invested (PI)

Enter full whole dollar value in numbers only (e.g. 3250000)

Total Realized Value

Enter full whole dollar value in numbers only (e.g. 3250000)

Total Unrealized Value

Enter full whole dollar value in numbers only (e.g. 3250000)

Gross Multiple Total (TV/PI = MOIC)

Enter numbers only w/ 2 decimal places (e.g., 2.50 = 2.50x MOIC)

Gross IRR

Enter whole numbers only as a percentage (e.g., 25 = 25%)

Net IRR

Enter whole numbers only as a percentage (e.g., 25 = 25%)

Net TVPI (TV/PI = TVPI net)

Enter numbers only w/ 2 decimal places (e.g., 2.50 = 2.50x TVPI)

Fund Size

Enter full whole dollar value in numbers only (e.g. 3250000)

Track Record Notes

Enter commentary on track record

Fund 2 Name

Enter Fund Name or Description (e.g. "Pre-Fund Deals")

Vintage Year

Enter year (e.g., 2020)

Number of Deals Realized

Number of Deals Unrealized

Total Number of Deals

Total Capital Invested (PI)

Enter full whole dollar value in numbers only (e.g. 3250000)

Total Realized Value

Enter full whole dollar value in numbers only (e.g. 3250000)

Total Unrealized Value

Enter full whole dollar value in numbers only (e.g. 3250000)

Gross Multiple Total (TV/PI = MOIC)

Enter numbers only w/ 2 decimal places (e.g., 2.50 = 2.50x MOIC)

Gross IRR

Enter whole numbers only as a percentage (e.g., 25 = 25%)

Net IRR

Enter whole numbers only as a percentage (e.g., 25 = 25%)

Net TVPI (TV/PI = TVPI net)

Enter numbers only w/ 2 decimal places (e.g., 2.50 = 2.50x TVPI)

Fund Size

Enter full whole dollar value in numbers only (e.g. 3250000)

Track Record Notes

Enter commentary on track record

Fund Terms

Management Fee (as a percent)

Enter numbers only w/ 2 decimal places (e.g., 2.00 = 2.00%)

GP Commitment

Enter full whole dollar value in numbers only (e.g. 3250000)

Projected Return (IRR)

Enter whole numbers only as a percentage (e.g., 25 = 25%)

Investment Period (in years)

Enter years in whole numbers only

Recycle Principal Provision

Carried Interest (as a percent)

Enter whole numbers only as a percentage (e.g., 8 = 8%)

Minimum Commitment

Enter full whole dollar value in numbers only (e.g. 3250000)

Preferred Return (as a percent)

Enter whole numbers only as a percentage (e.g., 8 = 8%)

Term (in years)

Enter years in whole numbers only

Term Extension

Enter years in whole numbers only

Offset Expenses