Overbay Capital Partners

Overbay Fund XIV – Legion3 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
Summary Presentation A summarized presentation on Overbay Fund XIV
Institutional Presentation Overbay 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
Due Diligence Questionnaire Questions and Answers commonly asked about Overbay Capital Partners
Subscription Agreement – Class I Subscription Agreement for Fee-Based Accounts