medium · Private Equity

A fund is using a 'Subscription Credit Line' to fund its initial capital calls. By using the line for the first 12 months of every investment, the fund effectively delays the 'start clock' for the LP's IRR calculation.

If the underlying asset returns a 2.0× MoIC over a 5-year hold, how does this use of leverage affect the reported Net IRR?

  1. It reduces Net IRR because of the interest expense charged on the subscription credit line.
  2. It has no impact on Net IRR since the total cash amount returned to LPs stays the same.
  3. It increases the fund's MoIC figure but leaves the IRR essentially unchanged overall.
  4. It boosts the reported Net IRR by reducing the effective holding period of the LP's capital.

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