Full detail for a single carry grant — including DAWPY parameters, calculated allocation, vesting schedule, distribution history, and linked documents. Use the action buttons to approve, forfeit, or manage this grant.
CG-2020-0008
James Harrison · APEF-VII · Approved
Grant Details
- Employee
- James Harrison (Partner)
- Entity
- MainFirm
- Fund
- Apex Private Equity Fund VII
- Grant Date
- 2020-04-01
- Vintage Year
- 2020
- Carry Basis
- DAWPY
- Allocation
- $1.5M
- Points
- 1.2%
DAWPY Parameters
- Deployment
- $2,200.0M
- Return Multiple
- 1.40x
- Fund Carry %
- 20.0%
- Individual %
- 1.2000%
Formula: Deployment × Return × Carry% × Individual%
Vesting Summary
75.0%
Vested
Vesting Schedule
| Tranche | Scheduled Date | Pct | Dollars | Status | Vested Date |
|---|---|---|---|---|---|
| 1 | 2021-04-01 | 25.0% | $370K | Vested | 2021-04-01 |
| 2 | 2022-04-01 | 25.0% | $370K | Vested | 2022-04-01 |
| 3 | 2023-04-01 | 25.0% | $370K | Vested | 2023-04-01 |
| 4 | 2024-04-01 | 25.0% | $370K | Pending | — |
Distributions
| Distribution # | Date | Gross | Tax | Net | Stage | Status |
|---|---|---|---|---|---|---|
| DIST-2024-Q1-0011 | 2024-03-15 | $222K | $75K | $147K | profit split | Distributed |
Documents
| Filename | Type | Status | Sent | Signed | Batch |
|---|---|---|---|---|---|
| CG-2020-0008-agreement.pdf | carry grant agreement | Signed | 2020-04-16 | 2020-04-28 | BATCH-2020-001 |