MORE FAVORABLE TERMS
  • Deal-by-Deal Investment Decision
  • SPV For Each Portfolio Company
  • Tax Efficient Structure
  • Shorter Targeted Investment Period
  • Management Fees on Invested Capital
  • Right of First Refusal on Capital Calls 

Favorable Investor Terms

 

  • Each SPV limited partnership focuses upon a single industry segment

  • Investors control each investment decision

  • Investors have right of first refusal re: SPV bolt-on acquisitions

  • Advisory fees calculated on net invested capital in SPV

  • Independent director selection available to investors

  • Investors receive current interest or preferred dividend income

  • No "carried interest" distributions to BoldPointe until successful exit

  • Shorter targeted investment period: 4 years plus two 1 year extensions

  • Maximum investment term: 6 years plus two 1 year extensions