fund-structures-returns-economics — Private Credit & Debt Practice Questions

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  1. What is the fund's TVPI (Total Value to Paid-In) multiple?
  2. What is the Dividend Coverage ratio?
  3. What is its current Debt-to-Equity (Leverage) ratio?
  4. A BDC (Business Development Company) is required to distribu… — What is the primary benefit of this structure
  5. An investor is reviewing a fund's performance and sees a DPI… — What does this suggest about the fund's lifecy
  6. If the fund's net TVPI is only 1.15×, what is the most likely explanation?
  7. If management achieves a 6.0x Money Multiple (MOIC) on their personal investment, while the PE Sponsor achieve
  8. What is the Sponsor's Money Multiple (MOIC)?
  9. A GP is managing a fund with a 'European' (whole-fund) water… — How much carried interest can the GP collect o
  10. If the BDC maintains a 10% cash buffer and maximizes its new regulatory leverage capacity, what is the maximum
  11. Which of the following is the most accurate interpretation of this metric for an institutional LP?
  12. What is the approximate net return to the LP equity (ignoring credit losses and incentive fees)?
  13. An investor uses the 'Kaplan-Schoar PME' to evaluate a 2018… — If the PME is $1.15, what does this indicate ab
  14. If the BDC aims to maintain its RIC tax status and has $5 million in realized capital losses, what is the mini
  15. What is the fund's 'Distributed to Paid-In' (DPI) ratio?
  16. If the company generates $10 million in cash flow and pays a $2 million dividend to the seller during that six
  17. Assuming the hurdle is non-compounding for simplicity in this example, how much carry does the GP receive?
  18. What percentage of ownership must the investor acquire today to meet their target (assuming no further dilutio
  19. A direct lending fund reports a 'PIK as % of Total Income' o… — How should an LP likely interpret this metric
  20. If the portfolio experiences a 2.0% realized loss on gross assets, what is the net return on equity before fee
  21. If there are no credit losses or incentive fees, what is the net ROE?
  22. If the exit equity value is $500M and the fund achieves a 3.0× MOIC, what is the value of the management's sta
  23. What is the 'Residual Value' (Unrealized Value) currently held in the portfolio?
  24. Under a whole-fund waterfall, what is the total dollar amount of carry received by the GP?
  25. If the fund has $500M in commitments, $400M in total capital drawn, and has realized $120M (at cost) of its in
  26. An LP is conducting due diligence on a direct lending fund.… — What is the most significant risk highlighted b
  27. An institutional investor uses the Public Market Equivalent (PME) method to benchmark a fund. The investor con
  28. What is the 'Envy Ratio'?
  29. Given an 8% preferred return (compounded annually) resulting in a 93.9M hurdle, and a 20% GP catch-up, how muc
  30. If the total profit above the return of capital is 100M and the LP preferred return (hurdle) was 36M, how much

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