U3 CAPITAL NETWORK GLOSSARY
Plain-language terminology for Investors and private-market allocators. Definitions are designed to support clearer private-market conversations. Technical, legal, tax, engineering and transaction meanings can vary by agreement, reporting standard and jurisdiction.
A person or entity meeting applicable legal criteria for accredited-investor status; the definition depends on the governing securities law.
Investments outside traditional publicly traded stocks and bonds, potentially including private companies, real estate, private credit and other private-market assets.
The distribution of investment capital among different asset classes, strategies or risk categories.
The combination and priority of equity, debt and other capital used to finance a company, asset or project.
An investment made alongside another investor or sponsor in a specific transaction.
A prior transaction used as market context because relevant characteristics may be similar to the opportunity being considered.
An investment made directly into a company, asset or transaction rather than solely through a pooled fund.
Committed investment capital that has not yet been deployed.
The review of a company, asset, counterparty and transaction before a final commitment.
Capital contributed in exchange for an ownership interest or equity-like economic participation.
An organization that manages financial and other affairs for one or more wealthy families.
The party responsible for managing a limited partnership or investment fund, subject to its governing agreements.
An acquisition sponsor that typically identifies and structures a transaction before assembling committed equity capital for that specific opportunity.
An organization that invests capital on behalf of itself or others, such as certain funds, insurers, pensions, endowments or financial institutions.
A return measure expressed as the discount rate at which modeled cash inflows and outflows have a net present value of zero.
The criteria defining the opportunities an investor is prepared to consider.
The reasoning and criteria supporting why an investor believes a particular type of opportunity may be attractive.
An investor in a limited partnership or similar fund structure whose rights and obligations are governed by the applicable agreements.
A return measure comparing value received or expected with the amount of invested capital, without directly accounting for time.
Capital with a long or potentially indefinite investment horizon rather than a conventional fixed fund life.
Investments and transactions that are not primarily conducted through public securities markets.
Evidence intended to demonstrate that a prospective buyer, investor or capital provider has access to funds relevant to a proposed transaction.
Physical or asset-backed investments such as real estate, infrastructure, land, energy or natural-resource interests.
An evaluation of potential return in relation to the risks required to pursue it.
An investment structure formed to identify, acquire and operate a business, often centered on an entrepreneur or small acquisition team.
Investments arising from unusual, complex, transitional or event-driven circumstances.
An investment group or transaction leader that organizes, capitalizes or oversees an investment.
A ratio used to relate an observed or assumed value to a financial or operating metric such as revenue or EBITDA.
Use the U3CN Master Glossary or return to the Investor section.