hard · Private Equity & LBOs

A GP runs a subscription credit (capital call) line, drawing on it to fund deals and calling LP capital only quarterly to repay the line. The fund's underlying gross deal returns are unchanged. An LP's investment committee debates the effect.

Which characterization of the subscription line's impact on reported fund performance metrics is correct?

  1. It raises the net IRR by shortening the duration LP capital is outstanding, while leaving the net multiple (TVPI) essentially unchanged aside from interest cost
  2. It raises both the net IRR and the net multiple proportionally because borrowed capital amplifies returns on the same equity base
  3. It lowers the net IRR because the interest expense on the line is a direct drag, while raising the multiple through leverage
  4. It leaves the net IRR unchanged because IRR is timing-agnostic, but raises the multiple by deferring capital calls

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