Recommendation Report
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Hamilton Lane
The General Partner has primarily targeted North America investments but has opportunistically pursued deals in Europe and
South America
Investment Strategy (cont.)
Georgian has proven its ability to deploy increasing amounts of capital as funds sizes have increased
The General Partner aims to invest an average of $50 million per investment with Fund VI and an average of $200 million per
investment with Alignment II
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Georgian expects to allocate 80% of capital to the United States and 20% across Canada, Europe and Israel, consistent with
prior funds
The General Partner has continued to pay up over time as its strategy has shifted to focus on investing in market leading
software companies
The Fund will target early-growth companies with established market-fit and steady revenue bases, which is a shift from its
earlier funds that invested in companies that were earlier in their life cycle
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With Fund VI, Georgian expects to target companies raising Series B to D rounds, generating recurring revenues between $6
million and $50 million, aiming for revenue growth of 100% to 150%+ year-over-year
With Alignment II, the General Partner plans to focus on flagship fund opportunities that are raising Series E and F rounds
generating revenues between $40 million and $150 million and revenue CAGRS of 25% over 2021 to 2026
The General Partner seeks to lead investments, aiming to obtain board seats or observer rights in cases where the firm invests
alongside a majority buyout
Georgian noted that it had board or observer seats on approximately 90% of its deals
Georgian aims to secure ownership stakes of 5% to 20% with Fund VI, and 10% to 50% with Alignment II
The General Partner leverages its R&D team to assist portfolio companies with key areas of focus to drive continued revenue
growth
Executive Summary | General Partner | Investment Strategy | Track Record | ESG | Appendices
December 2021 | Proprietary and Confidential
Georgian Growth Fund VI, LP & Georgian Alignment Fund II, LP | Page 17View entire presentation