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

A private equity fund has a DPI of 0.8x and an RVPI of 1.4x.

What is the fund's TVPI, and what does it indicate about the fund's lifecycle?

  1. TVPI is 2.2x; the fund has returned most of its original capital but still holds significant unrealized value.
  2. TVPI equals 1.4x since DPI reflects only realized cash and is therefore excluded from the total value calculation.
  3. TVPI is 1.12x because the fund is currently underperforming relative to its stated 8% preferred hurdle rate.
  4. TVPI is 0.6x; the fund sits in its early 'J-curve' phase, still absorbing fees with no exits yet realized.

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