LP Tools/Fund Size CAGR Calculator

Quick LP Calculator

Fund Size CAGR Calculator

Annualize the change in a manager’s fund size across a multi-year period.

What annual fund-size growth takes a manager from $150m to $600m over eight years?

Results

Long-term fund growth at a glance

Illustrative estimate based on the assumptions shown.

Fund size CAGR

How it is calculated

CAGR = (latest fund size ÷ starting fund size)^(1 ÷ years) − 1

CAGR smooths the full change into one annual compound rate; actual fundraising was likely uneven.

What this tells you

Read the result in context

Fund-size CAGR helps compare manager growth across periods of different length. It should be read alongside strategy changes, team growth, ownership targets and realized deployment capacity.

Frequently asked questions

Why use years instead of number of funds?

Years produces a familiar annual compound growth rate and avoids assuming equal time between vintages.

Can fund-size CAGR be negative?

Yes. If the latest fund is smaller than the starting fund, CAGR is negative.

Does CAGR show each fund’s actual growth?

No. It summarizes only the starting size, latest size and elapsed period.

For educational and illustrative purposes only. This tool is not investment, legal, tax or accounting advice. Review actual fund documents and cash flows before making decisions.