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Case
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Reference no. 9-822-016
Published by: Harvard Business Publishing
Originally published in: 2021
Version: 1 August 2021

Abstract

The Apax Digital team faced important decisions as they contemplated raising a second fund. Apax Digital Fund I was a USD1.1 billion vehicle focused on mid-market growth equity and growth buyouts in the technology sector. The fund had performed well, and the Managing Partners Marcelo Gigliani and Dan O'Keefe felt that demand from investors would be strong for ADF II. However, raising a bigger fund would come with several strategic implications for the team's size, investment strategy, and sourcing model. What should be ADF II's hard cap, and how should they handle the implications of a larger fund?

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Abstract

The Apax Digital team faced important decisions as they contemplated raising a second fund. Apax Digital Fund I was a USD1.1 billion vehicle focused on mid-market growth equity and growth buyouts in the technology sector. The fund had performed well, and the Managing Partners Marcelo Gigliani and Dan O'Keefe felt that demand from investors would be strong for ADF II. However, raising a bigger fund would come with several strategic implications for the team's size, investment strategy, and sourcing model. What should be ADF II's hard cap, and how should they handle the implications of a larger fund?

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