EFTA01378226.txt Text dataset_10 View on DOJ

Illegal Activity
none
Blackmail
none
Date
2018-06-30
Document Type
other
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
This document provides footnotes for historical investment performance slides related to Siris funds and co-investments. It clarifies the definitions of key terms like 'Total Equity,' 'Initial Investment Date,' and 'Realized Value,' and explains the methodologies used in calculating investment returns, including the impact of co-investment participation and equity incentives.
Metadata
Subject
Footnotes to Historical Investment Performance Slides
Sender
Recipients
Document ID
DB-SDNY-0075388
Date
2018-06-30
Relationships 2
Entity 1RelationshipEntity 2Description
Siris business co-investors Siris allocates investment opportunities to co-investors.
Siris business Executive Partners Equity incentives granted to Executive Partners.
Notable Quotes 2
Co-investment performance is included to illustrate Sins performance with respect to the entire pools of capital deployed with respect to past investments (including co-investments), as Sins has historically allocated meaningful investment opportunities to co-investors as a result of. among other things, the diversification limits of the applicable Sins-advised fund.
Siris controlled the sourcing and allocation of co-investments included herein, and led investment negotiations on behalf of the syndicate group.
Financial Information
Assets:
  • Equity
  • Equity-oriented securities
  • pre-tax cash proceeds
  • assets or stock
  • dividend distributions
  • interest income
  • tax distributions
  • public or secondary offerings
Raw Analysis JSON click to expand
Themes
Financial transactions/money flowBusiness dealings
Organizations 5
SRLPI02 Alpha Group CapitalSirisSinsFund IIFund III
Text Analysis
Tone
Professional
Purpose
To provide footnotes and explanations for historical investment performance slides, clarifying terms and methodologies used in calculating investment returns.
Significance
This document provides important context for understanding the investment performance data of Siris funds and co-investments, highlighting the inclusion of equity incentives and the impact of co-investment participation on investor returns.
File Info
File Name
EFTA01378226.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41:27.911233
DOJ Source
View on DOJ