For all current investment professionals, provide detailed information on professional background, role at Firm and time allocation: First Name Investment Committee Role Average Number of Days Spent on Each Investment per month Last Name Is defined in the Fund’s agreement (y/n) Time Allocation % (1 of 2): Current Title Is defined as a in this %Deal Sourcing Original Title When Hired “Principal” document (y/n) %Deal Execution Birth Year Directorships Held (portfolio %Portfolio Monitoring Date Joined Firm company, external, non-profit, %Operations Date of Most Recent Promotion etc. - including details on roll %Marketing Office Location and monthly time commitments) %Investor Relations Total Years of Relevant Investments Responsible for %Administration Experience (lead) %Non-Fund Initiatives Previous Professional Investments Responsible for %Other (w/ explanation) Experience (including years at (non-lead) Time Allocation % (2 of 2): each company) Target Number of Investments %New Fund Education Responsible For %Existing Funds/Other B2: Team Members Non-Investment Professionals (current) – For all current non-investment professionals, provide detailed information on professional background and role at the Firm: First Name Office Location Previous Professional Experience (including years at Last Name Birth Year each company) Title Date Joined Firm Education Role (IR, Finance, etc.) Total Years Relevant Experience B3: Team Members (former) Provide details on all investment professional and senior non-investment professional departures over the past 10 years: First Name Date Departed Firm Reason for Departure Last Name Office Location Investments Responsible For (lead) Title at Departure Current Status (Employer/Education/ Investments Responsible For Date Joined Firm Retired/Etc.) (non-lead) B4: Firm Internal Advisory Board(s) Provide a list of the all members of the Firm’s internal advisory Board Name Year Joined Biography First Name Board Role (chair, observer, etc.) Last Name Affiliation(s) B5: Office Locations List all office facilities the Firm has ever operated, providing the: Office Location Office Head Specific Duties Performed in that Office (e.g. back-office, Year Opened Current Staff Count sourcing, etc.) Year Closed Historical Staff Count (max. # of employees at any one point) Number Appendix C - Templates: References** C1: References General – Provide a broad cross-section of references (e.g. co-investors, deal sources, bankers, personal references): First Name Title Relationship Type Last Name Company Phone Number
For all current investment professionals, provide detailed information on professional background, role at Firm and time allocation: First Name Last Name Current Title Original Title When Hired Birth Year Date Joined Firm Date of Most Recent Promotion Office Location Total Years of Relevant Experience Previous Professional Experience (including years at each company) Education Investment Committee Role Is defined in the Fund’s agreement (y/n) Is defined as a “Principal” in this document (y/n) Directorships Held (portfolio company, external, non-profit, etc. - including details on roll and monthly time commitments) Investments Responsible for (lead) Investments Responsible for (non-lead) Target Number of Investments Responsible For Average Number of Days Spent on Each Investment per month Time Allocation % (1 of 2): %Deal Sourcing %Deal Execution %Portfolio Monitoring %Operations %Marketing %Investor Relations %Administration %Non-Fund Initiatives %Other (w/ explanation) Time Allocation % (2 of 2): %New Fund %Existing Funds/Other B2: Team Members – Non-Investment Professionals (current) For all current non-investment professionals, provide detailed information on professional background and role at the Firm: First Name Last Name Title Role (IR, Finance, etc.) Office Location Birth Year Date Joined Firm Total Years Relevant Experience Previous Professional Experience (including years at each company) Education B3: Team Members (former) Provide details on all investment professional and senior non-investment professional departures over the past 10 years: First Name Last Name Title at Departure Date Joined Firm Date Departed Firm Office Location Current Status (Employer/Education/ Retired/Etc.) Reason for Departure Investments Responsible For (lead) Investments Responsible For (non-lead) B4: Firm Internal Advisory Board(s) Provide a list of the all members of the Firm’s internal advisory Board Name First Name Last Name Year Joined Board Role (chair, observer, etc.) Affiliation(s) Biography B5: Office Locations List all office facilities the Firm has ever operated, providing the: Office Location Year Opened Year Closed Number Office Head Current Staff Count Historical Staff Count (max. # of employees at any one point) Specific Duties Performed in that Office (e.g. back-office, sourcing, etc.) Appendix C - Templates: References** C1: References – General Provide a broad cross-section of references (e.g. co-investors, deal sources, bankers, personal references): First Name Last Name Title Company Relationship Type Phone Number
ilpa_due_diligence_questionnaire.docx