Northgate Ventures – LP Relations & Fund Reporting

Fund I (2020 Vintage) · $72M Committed · 16 Portfolio Companies · As of Q4 2024

TVPI (Fund I)
1.87×
▲ 68th %ile
DPI
0.43×
+0.12× QoQ
RVPI
1.44×
Unrealized
Net IRR
18.4%
▲ 2.1pp YoY
Gross IRR
22.7%
4.3pp spread
Reserve Ratio
38%
$27.4M dry
J-Curve Progression (Quarterly TVPI)
TVPI Components (DPI + RVPI)
Net IRR vs. Benchmark
Capital Call Forecast vs. Actual (Rolling 4 Quarters)
LP Concentration (Top 5 LPs)
CalPERS22.5%
Sequoia Endowment18.1%
Redwood Family Office14.3%
Ontario Teachers11.2%
Vista Capital8.7%
Top 3 Concentration: 54.9%
Reserve Ratio by Portfolio Company (Top 8)
Company Invested Reserved Ratio
Meridian Health$6.2M$0.0M0%
DataBridge$5.8M$1.2M21%
ClearPath AI$4.9M$3.8M78%
Vitality Labs$4.1M$2.9M71%
Quantum Sync$3.7M$2.2M59%
Nexus Health$3.4M$2.8M82%
FlowState$3.0M$1.8M60%
Pulse Analytics$2.8M$2.4M86%
Benchmark Percentile Rank (vs. Cambridge Associates 2020 Vintage Cohort)
Metric Northgate Fund I Cohort Median 75th %ile 25th %ile Percentile Rank
TVPI 1.87× 1.54× 1.92× 1.21× 68th
DPI 0.43× 0.28× 0.51× 0.12× 72nd
Net IRR 18.4% 14.2% 21.8% 8.7% 65th
Gross IRR 22.7% 18.1% 26.3% 11.4% 66th
RVPI 1.44× 1.26× 1.52× 0.98× 64th
Quarterly NAV Progression
Management Fee & Offset Rate
Annual Management Fee
$1.44M
2.0% of committed capital
Fee Offset (2024)
$428K
29.7% offset rate · Board fees & transaction fees
Net Management Fee Burden: $1.01M
LP Commitment & Distribution Schedule (2024–2025 Forecast)
Quarter Called Capital Distributions Net Cash Flow Cumulative Called %
Q1 2024$2.8M$4.2M+$1.4M78.2%
Q2 2024$1.9M$8.7M+$6.8M80.8%
Q3 2024$3.1M$1.6M−$1.5M85.1%
Q4 2024$2.4M$5.3M+$2.9M88.4%
Q1 2025 (F)$2.0M$3.8M+$1.8M91.2%
Q2 2025 (F)$1.5M$4.5M+$3.0M93.3%
Q3 2025 (F)$1.2M$6.2M+$5.0M95.0%
Q4 2025 (F)$0.8M$7.8M+$7.0M96.1%