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Analyze MFN Waterfall Across Fund IV Closings for GP Recommendation Memo

Funds & Asset ManagementMFN provisionsfund formationequalization paymentscarried interestlimited partnership agreementsprivate equity

Instructions

Prepare a GP recommendation memo analyzing MFN terms and equalization across all closings based on the attached fund documents and side letters. Output: `gp-recommendation-memo.docx` and `equalization-waterfall-workbook.xlsx`.

Work type: Analyze — Read materials, reach a reasoned conclusion, produce a memo or analysis.

Deliverables (2)

gp-recommendation-memo.docx
equalization-waterfall-workbook.xlsx

Reference documents (7)

XLSX
capital-call-fee-ledger.xlsx
17.3 KB
Open
DOCX
draft-side-letters-fourth-closing.docx
48.3 KB
Open
DOCX
fund-iv-lpa-excerpts.docx
53.3 KB
Open
EML
nakamura-request-email.eml
8.3 KB
Open
DOCX
portfolio-summary-q1-2025.docx
50.8 KB
Open
XLSX
side-letter-summary-matrix.xlsx
17.0 KB
Open
DOCX
stonebridge-equalization-memo.docx
54.9 KB
Open

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Rubric (48)

Each criterion is judged independently as pass or fail. The task scores 1.0 only if every criterion passes.

48 of 48 criteria