Recommendation Report
Hamilton Lane
Investment Thesis
Cohesive senior team with focus on
internal growth
Significant focus on the development of
its value-add platform
Consistent performance
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December 2021 | Proprietary and Confidential
Executive Summary (cont.)
The General Partner is comprised of a cohesive senior investment team, with the
three Managing Partners having worked together since inception and Messrs.
LaFayette and Chong previously working together at IBM
Investment professionals possess a mix of operational and investing experience,
which helps identify attractive opportunities
The General Partner aims to develop its talent internally and retains professionals
by allocating carried interest to all employees across the firm
Georgian has significantly invested in its platform in recent years to grow its
operational resources and source opportunities more efficiently
The General Partner intends to increase its R&D team to approximately 50
professionals, with the goal of supporting investment professionals with the
implementation of value creation initiatives
Georgian recently created CoLab, a platform that works with and vets target
companies prior to investment, which allows the General Partner to establish
relationships with management teams early and preempt funding rounds
The General Partner has generated consistent median performance across prior
funds
Georgian experienced additional portfolio company exits in Q3 2021 as well as
additional up-rounds, driving appreciation in its returns
The General Partner has significantly invested in improving its sourcing and value-
add platforms over time, which should continue to increase the General Partners'
ability to drive strong future performance
Executive Summary | General Partner | Investment Strategy | Track Record | ESG | Appendices
Georgian Growth Fund VI, LP & Georgian Alignment Fund II, LP | Page 6View entire presentation