Overbay Capital Partners

Overbay Fund XIV – Aligned Capital Partners Documents

 

For more information, please contact Dan Brintnell (danb@overbaycapital.com) or Monique Kahnert (moniquek@overbaycapital.com).

Internal Use Only Documents

Document Name Description
Sep 17th Webcast Presentation ACP exclusive webcast featuring Overbay Founder Rob McGrath and Managing Director Dan Brintnell
Subscription Agreement – Class B [Template] Template for completing Subscription Agreement for Non-Fee-Based Accounts
Subscription Agreement – Class I [Template] Template for completing Subscription Agreement for Fee-Based Accounts
Frequently Asked Questions Frequently Asked Questions including fund details, compensation, subscription procedures, Fundserv codes, etc.

Client Friendly Documents

Document Name Description
Fund Fact Sheet One page fund highlights and terms
Two Page Summary The case for Private Equity and Overbay Fund XIV details
Summary Presentation A summarized presentation on Overbay Fund XIV
Comprehensive Investor Presentation Fund XIV is designed to provide investors with diversified, institutional quality private equity in a single allocation
Private Placement Memorandum Comprehensive legal description of Overbay Capital Partners and Overbay Fund XIV
Overbay Case Studies Examples of deals completed from previous Overbay funds
Portfolio Deal Example – Project Florence Deep dive example of Overbay’s sourcing, investment criteria, portfolio look-through, discount paid and future expectations
Subscription Agreement – Class B Subscription Agreement for Non-Fee-Based Accounts
Subscription Agreement – Class I Subscription Agreement for Fee-Based Accounts