Investor Overview
Q1 2024 · Confidential
Fund Size
$125M
Vintage 2022 · Fully deployed
Gross MOIC
1.9×
▲ vs 1.7× last quarter
Gross IRR
34%
▲ vs 28% last quarter
Platform Companies
4
$112M deployed equity
Distributions to LPs
$28M
Wired Jan 19, 2024
Unrealized Value (NAV)
$184M
▲ 14% quarter-over-quarter
DPI
0.25×
Net of fees & carried interest
TVPI
1.71×
▲ vs 1.54× last quarter
Your LP Account Summary
Capital account as of March 31, 2024
Line Item Amount % of Commitment As of
Total Commitment $5,000,000 100.0% Aug 2022
Capital Called $4,480,000 89.6% Through Q1 2024
Distributions Received $1,120,000 22.4% Jan 2024
Net Capital at Work $3,360,000 67.2% Current
Estimated Current Value $8,548,000 1.91× MOIC 3/31/24
Portfolio Companies
Four platform acquisitions — $112M equity deployed
Company Sector Entry Equity MOIC Status
Ridgeline Services Group Specialty Trades Q4 2022 $28M 2.4× Strong
Summit Building Products Distribution Q1 2023 $24M 1.7× On Track
Westbrook Environmental Env. Services Q2 2023 $29M 1.6× Strong
Cascade Industrial Holdings Industrial Dist. Q1 2024 $31M 1.0× Early Stage
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Available Reports
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4 reports
Q1 2024 · Latest
Quarterly Investor Update — Q1 2024
Published April 15, 2024 · PDF · 2.4 MB
New
Q4 2023 · Year-End
Annual Investor Letter — Q4 2023
Published January 22, 2024 · PDF · 3.1 MB
Q3 2023
Quarterly Investor Update — Q3 2023
Published October 18, 2023 · PDF · 1.9 MB
Q2 2023
Quarterly Investor Update — Q2 2023
Published July 20, 2023 · PDF · 1.6 MB
Financial Statements
PDF
Audited Financial Statements — FY 2023
Issued Mar 28, 2024
PDF
Unaudited Financial Statements — Q1 2024
Issued Apr 12, 2024
PDF
Unaudited Financial Statements — Q4 2023
Issued Jan 18, 2024
Tax Documents
PDF
Schedule K-1 — Tax Year 2023
Issued Mar 15, 2024
PDF
Schedule K-1 — Tax Year 2022
Issued Mar 14, 2023
Governing Documents
PDF
Amended & Restated Limited Partnership Agreement
Aug 2022
PDF
Private Placement Memorandum
Jun 2022
PDF
Subscription Agreement
LP copy on file