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INVESTMENT TARGET PROFILE
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Deal Size
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$1M to $15M in Revenue
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$250k to $3M in EBITDA
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Capital Raise Range Per Deal
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$1M to $10M in Equity Capital
Investment Period – 10+ Years
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Phase 1 - Years 1-3 – Acquire & Substantial Improvements
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Phase 2 - Years 3-10 – Enhance Value
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Phase 3 - Years 10+ – Exit
Investment Target Returns
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Minimum of 20% Net IRR
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15% Simple Preferred Return
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Minimum of 7X Multiple on Investment
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Tax Free after 10 year holding period
Fees
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Annual Administrative Fee – $72,500 Total Per Deal
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Closing Fees – 3.0% of Acquisition Value
Other
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20% Carried Interest
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Catch up Contribution
General Partner Minimum Investment
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2% of Capital Raised
Limited Partner Minimum Investment
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$100,000
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