DFX Intelligence
Board records
What the boards decided, were recommended, and were askedHow board records are readRead from the boards’ own minutes and meeting packets, each row with the stance the minutes give it. Approved is a vote or a commitment reported as made under delegated authority; recommended is staff or the consultant asking, with no vote in the record; proposed is an item presented for consideration. Every row carries the sentence that says so.A re-up prospect is arithmetic on the tape: the allocator holds Fund N, the manager has Fund N+1 open, and no commitment to it is on the graph; it is labelled an inference and says nothing about intent.Same manager, same series and name stem, the next number (or a later vintage), open now on the venture or private equity graph, and no commitment to it on this graph. Dated at the successor’s first Form D sale when there is one. A row retires by itself when a commitment to the successor lands.
- May 22, 2025Re-up prospectinferenceNewton and Rochelle Beckercharitable Trust holds WARREN EQUITY PARTNERS FUND III-A, L.P.; the manager is raising: Warren Equity Partners Fund V, L.P. (fundraising, Form D first sale 2025-05-22); no commitment to it on the graph; 1 fund(s) of the series between them not held eitherwith Warren Equity Partners Manager, L.P.no URL
- Sep 18, 2024Re-up prospectinferenceNewton and Rochelle Beckercharitable Trust holds LEVEL STRUCTURED CAPITAL II, L.P.; the manager has a newer fund open: Level Structured Capital III, L.P. (state not recorded, Form D first sale 2024-09-18); no commitment to it on the graphwith Level Equityno URL