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sponsor-economics

What economics should be disclosed in an investor subscription package?

The package should disclose sponsor fees, carry, promote, expense reimbursements, co-investment, conflicts, reserves, and distribution mechanics.

Subscription materials should not leave economic terms scattered across model tabs, side conversations, and legal definitions. For sponsors, LPs, investors, and advisors evaluating sponsor compensation and alignment, the practical answer is to treat the question as part of fee design, carry and promote modeling, co-investment, reserves, governance, distribution timing, and incentive alignment, not as a one-off definition. The record should show the economics memo, governing documents, waterfall model, fee schedule, co-invest records, distribution examples, and investor disclosures so an investor, lender, counsel, administrator, or operating lead can reconstruct the decision later. Reconcile the subscription package to the operating agreement, side letters, investor memo, sources and uses, and waterfall model. The common failure mode is assuming investors understood economics from calls and later facing questions when fees or carry appear in reporting.