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Fund Structure

Cross-Fund Investment

When multiple funds managed by the same GP invest in the same portfolio company, creating potential conflicts between fund vintages.

A cross-fund investment occurs when a GP invests in the same company from two or more funds they manage. This typically happens when Fund I makes an initial investment and Fund II provides follow-on capital. While this can be an efficient way to continue supporting winners, it creates conflicts of interest because the GP must balance the interests of LPs in different funds with different economics.

In Practice

Fund II led the Series B of a Fund I portfolio company at a 5x markup from the Series A price. LPs in Fund I loved the markup, but Fund II LPs questioned whether the GP had an incentive to overpay to boost Fund I's paper returns.

Why It Matters

Cross-fund investments create inherent conflicts that must be managed carefully. LPs in newer funds worry about overpaying to support older fund positions, while LPs in older funds worry about newer fund capital being prioritized.

VC Beast Take

The best practice is an independent valuation for cross-fund transactions and clear policies disclosed in the LPA. Some firms require LPAC approval for cross-fund investments above certain thresholds. Transparency is the key to maintaining LP trust across vintage years.

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