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# Pitch Deck Extraction team_and_track_record Response ## Technical Context - **Task Name**: Pitch Deck Extraction - team_and_track_record - **Workflow Run ID**: 26 - **Timestamp**: 2026-07-21T13:19:46.177Z ## Grounded Intelligence Data # Topic: team_and_track_record ### Team Overview and Headcount * **Total Investment Professionals:** Hamilton Lane employs 261 investment professionals globally [Page 1]. *(isInvestmentTeam: True)* * **Dedicated Direct Equity Professionals:** The firm has 45 dedicated professionals specifically focused on direct equity as of October 2, 2024 [Page 1]. *(isInvestmentTeam: True)* * **Global Presence:** The broader firm operates out of 21 global offices [Page 1]. --- ### Track Record & Portfolio Performance Metrics #### 1. General Direct Equity Investment Track Record * **Hamilton Lane History:** Hamilton Lane has a 28-year history of investing in direct equity [Page 1]. * **Direct Equity AUM:** Direct equity Assets Under Management (AUM) stands at $15.3 billion (as of June 30, 2024) [Page 1]. * **Discretionary Direct Equity Investments:** The firm has made 627 discretionary direct equity investments (as of June 30, 2024) [Page 1]. * **Direct Equity Deal Flow:** The estimated 2024E direct equity deal flow is $43 billion [Page 1]. * **Active GP Relationships:** Hamilton Lane maintains 636 total active GP relationships [Page 1]. #### 2. 10-Year Direct Equity Fund Performance *(By Vintage Year as of June 30, 2024. Represents all closed direct investments within the 10-year period for the Hamilton Lane Direct Equity Funds, specifically Hamilton Lane Co-Investment Funds I, II, III, IV, and V)* [Page 1] ##### Realized Performance * **Hamilton Lane Realized Gross IRR:** 33.4% [Page 1]. * **MSCI World PME for Realized Gross IRR:** 11.6% (representing an outperformance of +2,187 bps) [Page 1]. * **Hamilton Lane Realized Net IRR:** 29.2% [Page 1]. * **MSCI World PME for Realized Net IRR:** 11.4% (representing an outperformance of +1,775 bps) [Page 1]. ##### Total Performance * **Hamilton Lane Total Gross IRR:** 19.0% [Page 1]. * **MSCI World PME for Total Gross IRR:** 11.4% (representing an outperformance of +759 bps) [Page 1]. * **Hamilton Lane Total Net IRR:** 16.3% [Page 1]. * **MSCI World PME for Total Net IRR:** 11.4% (representing an outperformance of +483 bps) [Page 1]. --- ### Hamilton Lane Direct Equity Funds Composite Performance Table *(As of June 30, 2024)* [Page 3] | Performance Metric | 10-Year by Vintage (Gross) | 10-Year by Vintage (Pro-Forma Net) | 10-Year (Gross) | 10-Year (Pro-Forma Net) | | :--- | :--- | :--- | :--- | :--- | | **Realized IRR** | 33.44% [Page 3] | 29.17% [Page 3] | 14.63% [Page 3] | 13.02% [Page 3] | | **S&P 500 PME vs Spread (bps)** | 1,858 bps [Page 3] | 1,443 bps [Page 3] | 224 bps [Page 3] | 95 bps [Page 3] | | **MSCI World PME vs Spread (bps)** | 2,187 bps [Page 3] | 1,775 bps [Page 3] | 605 bps [Page 3] | 473 bps [Page 3] | | **Unrealized IRR** | 9.34% [Page 3] | 7.43% [Page 3] | 8.82% [Page 3] | 7.09% [Page 3] | | **Total IRR** | 18.97% [Page 3] | 16.28% [Page 3] | 12.14% [Page 3] | True Net Below [Page 3] | | **S&P 500 PME vs Spread (bps)** | 442 bps [Page 3] | 165 bps [Page 3] | (89 bps) [Page 3] | True Net Below [Page 3] | | **MSCI World PME vs Spread (bps)** | 759 bps [Page 3] | 483 bps [Page 3] | 263 bps [Page 3] | True Net Below [Page 3] | #### True Net Total IRR (10-Year Period) * **True Net Total IRR:** 11.16% [Page 3]. * **S&P 500 PME vs Spread (bps):** (93 bps) [Page 3]. * **MSCI World PME vs Spread (bps):** 191 bps [Page 3]. --- ### Historical Performance Insights and Deal Analysis While individual named company case studies are not detailed in the presentation, the following aggregated performance insights and track record analyses of their direct deals are disclosed: * **Outperformance Relative to GP Funds:** 79% of realized direct deals outperformed the sponsoring GP's own fund (representing net TVPI performance of realized investments in Funds III-V for deals where underlying General Partner Fund data was available as of March 31, 2024) [Page 2]. * **Co-Underwritten / Advantaged Access:** 81% of deals were co-underwritten, proprietary, or featured advantaged access (representing invested deals in Hamilton Lane Co-Investment Funds III, IV, and Equity Opportunities Fund V by deal count as of June 30, 2024) [Page 2]. * **Mid-Market Deal Sourcing:** 84% of deal flow was captured within the mid-market segment [Page 2]. * **Mid-Market Net IRR:** Hamilton Lane achieved a 22% Net IRR in Mid-Market Deals (representing performance of deals below $3B Total Enterprise Value (TEV) at entry for Funds IV and V) [Page 2].

Pitch Deck Extraction team_and_track_record Response

Technical Context

Task Name: Pitch Deck Extraction - team_and_track_record
Workflow Run ID: 26
Timestamp: 2026-07-21T13:19:46.177Z

Grounded Intelligence Data

Topic: team_and_track_record

Team Overview and Headcount

Total Investment Professionals: Hamilton Lane employs 261 investment professionals globally [Page 1]. (isInvestmentTeam: True)
Dedicated Direct Equity Professionals: The firm has 45 dedicated professionals specifically focused on direct equity as of October 2, 2024 [Page 1]. (isInvestmentTeam: True)
Global Presence: The broader firm operates out of 21 global offices [Page 1].

Track Record & Portfolio Performance Metrics

1. General Direct Equity Investment Track Record

Hamilton Lane History: Hamilton Lane has a 28-year history of investing in direct equity [Page 1].
Direct Equity AUM: Direct equity Assets Under Management (AUM) stands at $15.3 billion (as of June 30, 2024) [Page 1].
Discretionary Direct Equity Investments: The firm has made 627 discretionary direct equity investments (as of June 30, 2024) [Page 1].
Direct Equity Deal Flow: The estimated 2024E direct equity deal flow is $43 billion [Page 1].
Active GP Relationships: Hamilton Lane maintains 636 total active GP relationships [Page 1].

2. 10-Year Direct Equity Fund Performance

(By Vintage Year as of June 30, 2024. Represents all closed direct investments within the 10-year period for the Hamilton Lane Direct Equity Funds, specifically Hamilton Lane Co-Investment Funds I, II, III, IV, and V) [Page 1]

Realized Performance

Hamilton Lane Realized Gross IRR: 33.4% [Page 1].
MSCI World PME for Realized Gross IRR: 11.6% (representing an outperformance of +2,187 bps) [Page 1].
Hamilton Lane Realized Net IRR: 29.2% [Page 1].
MSCI World PME for Realized Net IRR: 11.4% (representing an outperformance of +1,775 bps) [Page 1].

Total Performance

Hamilton Lane Total Gross IRR: 19.0% [Page 1].
MSCI World PME for Total Gross IRR: 11.4% (representing an outperformance of +759 bps) [Page 1].
Hamilton Lane Total Net IRR: 16.3% [Page 1].
MSCI World PME for Total Net IRR: 11.4% (representing an outperformance of +483 bps) [Page 1].

Hamilton Lane Direct Equity Funds Composite Performance Table

(As of June 30, 2024) [Page 3]

Performance Metric	10-Year by Vintage (Gross)	10-Year by Vintage (Pro-Forma Net)	10-Year (Gross)	10-Year (Pro-Forma Net)
Realized IRR	33.44% [Page 3]	29.17% [Page 3]	14.63% [Page 3]	13.02% [Page 3]
S&P 500 PME vs Spread (bps)	1,858 bps [Page 3]	1,443 bps [Page 3]	224 bps [Page 3]	95 bps [Page 3]
MSCI World PME vs Spread (bps)	2,187 bps [Page 3]	1,775 bps [Page 3]	605 bps [Page 3]	473 bps [Page 3]
Unrealized IRR	9.34% [Page 3]	7.43% [Page 3]	8.82% [Page 3]	7.09% [Page 3]
Total IRR	18.97% [Page 3]	16.28% [Page 3]	12.14% [Page 3]	True Net Below [Page 3]
S&P 500 PME vs Spread (bps)	442 bps [Page 3]	165 bps [Page 3]	(89 bps) [Page 3]	True Net Below [Page 3]
MSCI World PME vs Spread (bps)	759 bps [Page 3]	483 bps [Page 3]	263 bps [Page 3]	True Net Below [Page 3]

True Net Total IRR (10-Year Period)

True Net Total IRR: 11.16% [Page 3].
S&P 500 PME vs Spread (bps): (93 bps) [Page 3].
MSCI World PME vs Spread (bps): 191 bps [Page 3].

Historical Performance Insights and Deal Analysis

While individual named company case studies are not detailed in the presentation, the following aggregated performance insights and track record analyses of their direct deals are disclosed:

Outperformance Relative to GP Funds: 79% of realized direct deals outperformed the sponsoring GP’s own fund (representing net TVPI performance of realized investments in Funds III-V for deals where underlying General Partner Fund data was available as of March 31, 2024) [Page 2].
Co-Underwritten / Advantaged Access: 81% of deals were co-underwritten, proprietary, or featured advantaged access (representing invested deals in Hamilton Lane Co-Investment Funds III, IV, and Equity Opportunities Fund V by deal count as of June 30, 2024) [Page 2].
Mid-Market Deal Sourcing: 84% of deal flow was captured within the mid-market segment [Page 2].
Mid-Market Net IRR: Hamilton Lane achieved a 22% Net IRR in Mid-Market Deals (representing performance of deals below $3B Total Enterprise Value (TEV) at entry for Funds IV and V) [Page 2].

Extraction: team_and_track_record