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Sponsor Economics

What is sponsor economics?

By Michael Kaufman

Sponsor economics are the fee, carry, and promote mechanics that determine how the sponsor gets paid.1,2

Sponsor economics is the incentive system behind a deal or ownership platform. It includes management fees, transaction fees, monitoring fees, carry, promote, co-investment, hurdle rates, catch-up mechanics, clawbacks, and the timing of distributions. The important question is whether the sponsor's upside is aligned with investor outcomes. If the documents, model, and reporting do not match, the economics will be hard to explain when performance matters.1,2

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Sources & References

  1. 1.Internal Revenue ServicePartnershipsIRS(Partnership tax and reporting context for private vehicles.)primary · tax-context · sponsor-economics
  2. 2.U.S. Securities and Exchange CommissionStarting a Private FundSEC(Private fund structure, capital call, adviser, and operating context.)primary · regulatory-context · sponsor-economics

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