Sarah Mitchell — Portal
Demo DAWPY Basis
Sarah Mitchell
Partner, Credit · MainFirm
Base Salary
$680K
Target Total Cash
$2.3M
Unrealized Carry
$4.7M
Total Distributed
$942K
Total Compensation Mix
Target Total
$2,450,000
Base Salary Cash Bonus Benefits
Component Est. Annual Value % of Total
Base Salary $680,000
27.8%
Cash Bonus (at target) $1,632,000
66.6%
Benefits & Perks $138,000
5.6%
Healthcare (firm share) $36,000
Dental & Vision $2,400
401(k) Employer Match $40,800
401(k) Profit Sharing $20,400
Life & LTD Insurance $10,200
Additional Perks (est.) $28,200
Target Total Compensation $2,450,000 100%
Benefit values are employer-cost estimates. Carry is annualized across a 4-year vesting period. Bonus shown at target performance level.
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Suggestions for a stronger mix
    Total Rewards
    Cash Compensation
    $680K
    Base Salary
    $1,632,000
    Target Bonus (240%)
    $2,312,000
    Target Total Cash
    Partner Discretionary Bonus Discretionary Effective 2024-01-01
    Payout Bands
    $816,000
    $1,632,000
    $2,618,000
    Satisfactory
    Strong
    Exceptional
    Performance Level% of TargetBonus AmountTotal Cash
    Satisfactory 50% $816,000 $1,496,000
    Strong (target) 100% $1,632,000 $2,312,000
    Exceptional 160% $2,618,000 $3,298,000
    Performance Criteria
    Primary: Credit fund net return vs. hurdle rate; deployment pace and repayment tracking relative to vintage plan
    Secondary: Platform development, LP relationship management, and team leadership
    Benefits & Perks
    Health Insurance
    Plan
    Platinum PPO
    Coverage Tier
    Employee + Family
    Firm Pays
    100% of premium
    Dental & Vision
    Included

    401(k) Retirement
    Firm Match
    100% on up to 6% of salary
    Profit Sharing
    +3% (discretionary)
    Max Firm Contribution
    $61,200/yr

    Insurance & Leave
    Life Insurance
    4× base salary ($2,720,000)
    Long-Term Disability
    60% of salary
    PTO
    30 days/year

    Additional Perks
    Executive health screening (annual)
    $1,500/mo transportation allowance
    $5,000 annual financial planning stipend
    executive gym & wellness membership
    529 college savings match up to $2,000/yr
    Carry & Vesting
    Carry Grants (3)
    Grant #FundDateAllocation
    CG-2023-0016 APEF-VIII 2023-06-01 $264K
    CG-2020-0009 APEF-VII 2020-04-01 $972K
    CG-2017-0002 APEF-VI 2017-09-01 $3.5M
    Distributions
    DateFundNet AmountStatus
    2024-06-15 APEF-VI $171K Distributed
    2022-06-15 APEF-VI $428K Distributed
    2021-09-15 APEF-VI $343K Distributed
    Vesting Schedule
    DateGrantFundAmountStatus
    2018-09-01 CG-2017-0002 APEF-VI $864K Vested
    2019-09-01 CG-2017-0002 APEF-VI $864K Vested
    2020-09-01 CG-2017-0002 APEF-VI $864K Vested
    2021-09-01 CG-2017-0002 APEF-VI $864K Vested
    Documents
    FilenameGrantStatusSigned
    CG-2017-0002-agreement.pdf CG-2017-0002 Signed 2017-09-22
    CG-2020-0009-agreement.pdf CG-2020-0009 Signed 2020-04-30
    CG-2023-0016-agreement.pdf CG-2023-0016 Sent