medium · Private Credit & Debt fund-structures-returns-economics

A fund uses a 'Subscription Line' of credit to finance its investments.

How does this typically impact the fund's reported IRR to its Limited Partners?

  1. It has no impact because IRR is only calculated on the gross value of the portfolio companies.
  2. It reduces the J-curve depth but also reduces the ultimate MOIC of the fund.
  3. It decreases the IRR because the interest expense on the credit line is a drag on net returns.
  4. It tends to inflate the IRR by delaying capital calls and shortening the measured investment period.

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