Resources / Glossary / Gross IRR

Gross IRR.

Aka. Gross internal rate of return

What is gross IRR?

Gross IRR is the internal rate of return on a fund's investments measured before the deduction of management fees, carried interest, and fund-level expenses. It captures how the underlying deals performed — the manager's investing skill — stripped of the cost of running the fund.

It is the cleaner read on the GP's actual investment ability, because it isolates the deals from the fee structure layered on top. But it is not a number any limited partner can earn. By the time fees and carry come out, the LP receives the net figure, which is always lower. Gross IRR answers "how good were the investments?"; net IRR answers "what did I make?"

Because the gap between gross and net is precisely the cost of the fund, the spread between the two is itself informative — a wide spread signals a high fee load or a large carry take relative to the return generated.

How gross IRR is built and where it can mislead

Gross IRR is computed from the same cash-flow logic as any IRR, but on the pre-fee, deal-level flows.

  1. Use investment-level cash flows. Capital deployed into deals out, proceeds from deals in, valued at their dates.
  2. Exclude fund-level costs. No management fee, no carried interest, no fund operating expenses enter the calculation.
  3. Solve for the rate. The annualized rate that zeroes the net present value of those deal-level flows is the gross IRR.

The trap is comparability. Gross IRR is sometimes quoted on a deal-only basis that ignores the cash drag of holding committed-but-undeployed capital, and definitions of which expenses count vary between managers. A gross IRR is only meaningful once you know exactly what was excluded from it.

Frequently asked.

5 questions
01 What is the difference between gross IRR and net IRR?

Gross IRR is measured before management fees, carried interest, and fund expenses; net IRR is what remains for the LP after all of them. Gross reflects the quality of the investments, net reflects the investor's actual outcome. The difference between the two is the all-in cost of the fund.

02 Why do GPs quote gross IRR?

Because it best demonstrates investing skill, isolated from the fee structure. A manager raising a new fund will show gross IRR to argue that its deal selection is strong, then show net IRR to be transparent about what investors received. Sophisticated LPs always ask for both.

03 Can an LP earn the gross IRR?

No. Gross IRR is pre-fee by construction. The fees and carried interest are real cash that comes out before distributions reach LPs, so the most any investor can actually realize is the net IRR.

04 Why do gross IRR figures differ between managers?

Because the convention is not uniform. Some compute gross IRR on deal-only cash flows, others include the cash drag of uninvested capital, and the set of excluded expenses varies. Two gross IRRs are only comparable once you know each one's definition.

05 How can a manager substantiate a gross IRR?

By being able to produce the deal-level cash flows and the valuation basis behind every mark, and by stating clearly what was excluded. When that record is organized and queryable, a gross IRR stops being an unverifiable headline and becomes a figure an LP can reconcile to source.

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