Annual General Meeting
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{{FIRM_NAME}} · {{PERIOD_LABEL}} Review
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Confidential · {{AS_OF_DATE}}
02
Agenda
Today's agenda
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03
Fund Performance
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in total value created.
Total NAV
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Total Value
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Distributions
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Active Funds
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Total value to paid-in as of {{AS_OF_DATE}}. Older vintage funds reflect mature, realized returns.
04
Net IRR
Performance · Net IRR by fund
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Highest IRR
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Lowest IRR
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Net IRR · As of {{AS_OF_DATE}}
04b
Net IRR · Full Portfolio
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05
NAV
Net asset value · {{AS_OF_DATE}}
{{NAV_HEADLINE_EM}}
in net asset value across {{FUND_COUNT_LABEL}}.
{{NAV_LEGEND_ROWS}}
05b
NAV Trend
Net asset value · Year-end snapshots
NAV surged to
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in {{NAV_TREND_PEAK_YEAR}} — {{NAV_TREND_FOOTNOTE}}
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Year-end snapshots. The peak reflects mark-up of the portfolio at peak valuations.
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06
All Funds
Multi-fund performance · Top 5 funds by TVPI · Latest snapshot
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Fund
Vintage
Committed
Called
NAV
Distributions
TVPI
DPI
Net IRR
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All values {{CURRENCY}} · DPI = 0.00× means no capital returned to LPs yet (normal for recent vintage funds)
07
Deployment
Capital deployment · As of {{AS_OF_DATE}}
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Deployment rate for each fund at its current age since inception.
10
LP Geography
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Total LP Commitments
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11
Portfolio
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11b
Investment Performance
Investment performance · Realized & unrealized MOIC
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Realized · Cash returned to LPs
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MOIC on current FMV
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12
Portfolio
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13
Asset Types
Portfolio composition · By asset class
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14
Performance Buckets
Portfolio · Returns by multiple bucket
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10×+
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3–10×
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1–3×
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<1×
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0× (written off)
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{{BUCKETS_TOTAL_COUNT}} total investments. {{BUCKETS_OUTPERFORM_COUNT}} companies delivering 3× or better.
15
Top Performers
Top performing investments · by MOIC
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Note
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18
Geography
Portfolio · Geographic distribution by FMV
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19
SPV Performance
SPV performance · TVPI by vehicle
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Top SPV
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×
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Total SPVs
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21
Profitability Tracker
Portfolio company profitability · Latest reported net income · {{AS_OF_YEAR}}
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Net-profitable · Latest reported period
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Net profitable
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Companies with positive net income in latest reported period
Reporting financials
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Companies submitting P&L data to Carta
Metrics available in Carta
Net Income
Primary profitability signal
Gross Profit
Unit economics baseline
EBITDA
Cash operating profitability
Profitability derived from sign of Net Income in latest reported period.
22
Financing Round History
Recent investments · {{FINANCING_PERIOD_EYEBROW}}
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{{FINANCING_LEFT_ROWS}}
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22b
Benchmark · Early & Mid Vintage
IRR comparison · {{VINTAGE_EARLY_LABEL}} funds
Early vintages dominate —
{{VINTAGE_EARLY_TOP_N}} funds above {{VINTAGE_EARLY_THRESHOLD}}% net IRR.
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Avg IRR · this cohort
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%
Funds fully deployed
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Avg IRR · this cohort
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%
Funds fully deployed
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{{VINTAGE_AS_OF_NOTE}}
22c
Benchmark · Recent Vintage
IRR comparison · {{RECENT_A_LABEL}} & {{RECENT_B_LABEL}} funds
Newer funds in early stages —
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and
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already showing strong IRR.
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Context
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25
IRR vs TVPI
Performance cross-reference · Net IRR vs TVPI · All main funds
IRR and TVPI tell the same story —
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Net IRR · Sorted by vintage
TVPI · Same fund order
Key insight
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25b
Portfolio Deep Dives
Top 8 holdings by current FMV · Company-level detail
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Company
Fund
Invested
Current FMV
Proceeds
MOIC
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27
Expenses
Fund expenses · {{FUND_COUNT_LABEL}}
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Total operating expenses by fund
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29
Closing
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