ILGIF Fund Investment Strategy Diversification

Ultimate portfolio construction may vary. For illustrative purposes only. Amounts are percentages of the total fund investment portfolio.
  • Targeted 3-year investment period (2016-2018) within an overall six-year commitment window
  • 25-30 fund investments ($2.5-$15.0M per fund)
  • Minimum fund size of $10 million at the time of final closing (exceptions may apply)
  • Managers will demonstrate a commitment to diversity, both among their staff and their portfolio companies
  • ILGIF will not commit more than 15% of its total portfolio size to any underlying fund (i.e., $33 million)
  • ILGIF will not commit more than 1/3 of its total portfolio size in any given vintage (i.e., $74 million)
  • ILGIF's fund investment portfolio will be diversified across vintage, stage, sector and strategy (i.e., venture capital, growth capital, buyout, turnaround, private credit, etc.)
  • ILGIF will seek to invest in Small Business Investment Companies (SBICs)
  • Managers will utilize reputable service providers (i.e., legal, accounting, fund administration, tax, banking, etc.)