Executive Summary
During the quarter, Meridian Africa Fund II continued to make disciplined progress across our existing portfolio while advancing new investment opportunities aligned with our investment thesis.
Grounded work surfaces first. Glass only for overlay context.
NAV
$142.5M
Net IRR
16.1%
TVPI
1.42x
DPI
0.31x
Funded
$215.0M
Unfunded
$125.0M
| Metric | Q3 2024 | Q2 2024 | Change | Change % | Source |
|---|---|---|---|---|---|
| NAV | $142.5M | $131.7M | +$10.8M | +8.2% | Statement run |
| Gross IRR | 18.4% | 17.2% | +1.2pp | +6.8% | Performance calc |
| Net IRR | 16.1% | 15.2% | +0.9pp | +5.9% | Performance calc |
| TVPI | 1.42x | 1.38x | +0.04x | +2.9% | Performance calc |
| DPI | 0.31x | 0.28x | +0.03x | +10.7% | Performance calc |
PP = percentage points
Write your letter to investors. This appears at the top of the report.
| File name | Size | Updated |
|---|---|---|
| Q3 2024 Financial Statement.pdf | 2.4 MB | 14 Oct 2024 |
| NAV rollforward.xlsx | 1.1 MB | 14 Oct 2024 |
| Audit confirmation.pdf | 0.9 MB | 13 Oct 2024 |
Reviewer decision
During the quarter, Meridian Africa Fund II continued to make disciplined progress across our existing portfolio while advancing new investment opportunities aligned with our investment thesis.
Three dispatch states (unread+unresolved, read+unresolved, resolved) followed by an Update and a Notice. The gutter dot, top hairline rule, and `RESOLVED` eyebrow are the only visual signals; color enters only through `--portal-attention-fg` and `--portal-complete-fg`.
Action
Subscription change request returned for clarification
Custodian flagged the wire instructions; LP must re-attest before close.
Action
Wire instruction evidence requested
GP requested supporting evidence for the wire change.
Update
Q1 NAV bridge published
Q1 NAV bridge published to 12 LP entities.
ActionResolved
Subscription clarification resolved
LP re-submitted the change request; clarification closed.
Notice
Capital call procedure update
Updated capital call procedures available in the document library.
The six instruments through which pages declare themselves. Pages provide semantic content; the publication owns the composition. See docs/product/Templates-Specification.md for the contract.
Documentation
One specimen per template. The editorial purpose is the caption; the rendering is the contract.
Briefing
The reader scans available items and chooses what to engage with. Most pages.
Onboarding, capital, reporting, and fund activity for the current period.
Content area. Sections, lists, grids — the page’s body, composed inside the publication’s grammar.
Article
One subject in depth. Working detail page; operational context and lineage available alongside.
Main content. Sectioned body for the article’s subject.
Context rail. Related, lineage, download.
Reader
A fully-published artifact, read end-to-end. The publication’s strongest editorial claim.
The fund closed the quarter with continued NAV growth, supported by follow-on capital deployment and improved portfolio company performance.
Reading lane. Newsreader narrative body, numbered editorial section heads, optional pullquotes.
Download · Related statement · Lineage.
Submission
The user enters or commits something. Sticky-bottom commitment row in fixed position.
Submit a request to update your investor entity record. The general partner reviews.
Form body. Fields organized by FormSection blocks.
Cover
First encounter — the publication’s introduction. One quiet hero, one path forward.
Institutional fund operations between general partners and limited partners. Onboarding, capital, reporting, and trust — held in one place.
Apparatus
The publication’s workshop. Internal tooling. Editorial discipline relaxed by intent.
Full-bleed inspection surface. No editorial constraints. Used for design-system specimens, admin diagnostics, internal experiments.
Graceful degradation
Briefing with all slots filled, then progressively emptied. The composition absorbs absence cleanly — no phantom space, no skeletal slots.
All slots
state · description · gravity · commitment
Onboarding, capital, reporting, and fund activity.
Content area.
No commitment
The first frame compacts; no phantom action slot reserved.
Onboarding, capital, reporting, and fund activity.
Content area.
No gravity
Strip collapses; cadence absorbs. The page is a list, not a tear-sheet.
Statements, notices, and published material for your access.
Content area.
Name only
The minimum. State, description, gravity, commitment all absent. Content carries.
Content area.
Depth for hierarchy. Glass only for rails, drawers, modals, command, notifications, and action docks.
Build on flat, opaque surfaces. Glass never replaces content.
Use glass for rails, drawers, modals, command surfaces, notifications, and action docks.
Use neutral whites only. No color washes, ever.
Ensure contrast, spacing, and type scale hold across all depths.
Use subtle depth, crisp edges, and consistent tokens.
Meridian Africa Fund II continued to make disciplined progress across the existing portfolio.
All required sources current
Lineage
This report will be published to all LPs with access.
Core work remains flat. Material depth appears only when context rises above the page.
NAV
$142.5M
Net IRR
16.1%
TVPI
1.42x
DPI
0.31x
| Metric | Q3 2024 | Q2 2024 | Change | Change % | Source |
|---|---|---|---|---|---|
| NAV | $142.5M | $131.7M | +$10.8M | +8.2% | Statement run |
| Gross IRR | 18.4% | 17.2% | +1.2pp | +6.8% | Performance calc |
| Net IRR | 16.1% | 15.2% | +0.9pp | +5.9% | Performance calc |
| TVPI | 1.42x | 1.38x | +0.04x | +2.9% | Performance calc |
| DPI | 0.31x | 0.28x | +0.03x | +10.7% | Performance calc |
| File | State | Owner |
|---|---|---|
Q3 2024 Financial Statement.pdf2.4 MB | Accepted | Fund operations |
NAV rollforward.xlsx1.1 MB | Under review | Reviewer |
Audit confirmation.pdf0.9 MB | Submitted | Analyst |
Production pages compose these shared families. Routes own data and handlers only.
Operating surface
Flat metric and ledger surfaces with a sanctioned source rail.
NAV
$142.5M
Net IRR
16.1%
TVPI
1.42x
DPI
0.31x
| Metric | Q3 2024 | Q2 2024 | Change | Change % | Source |
|---|---|---|---|---|---|
| NAV | $142.5M | $131.7M | +$10.8M | +8.2% | Statement run |
| Gross IRR | 18.4% | 17.2% | +1.2pp | +6.8% | Performance calc |
| Net IRR | 16.1% | 15.2% | +0.9pp | +5.9% | Performance calc |
Where the numbers come from and what's ready to report.
Lineage
Metrics calculated, approval still explicit.
NAV
$142.5M
Net IRR
16.1%
TVPI
1.42x
DPI
0.31x
Company · 11 Oct
GP reviewer · 12 Oct
Analyst · 14 Oct
Preferred return true-up
Catch-up interest
Escrow holdback
Rounding reserve
Calculated values are ready, but approval still requires explicit action.