Overbay Capital Partners

Overbay Fund XIV – Continuum Private Wealth Partners Documents

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

Document Name Description
Two Page Summary The case for Private Equity and Overbay Fund XIV details
Institutional Presentation Fund XIV is designed to provide investors with diversified, institutional quality private equity in a single allocation
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
Due Diligence Questionnaire Questions and Answers commonly asked about Overbay Capital Partners
Private Placement Memorandum Comprehensive legal description of Overbay Capital Partners and Overbay Fund XIV
Subscription Agreement – Class I Institutional Subscription Agreement