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Carry vesting

Last updated

Quick Answer

Carry vesting determines how much of an individual's allocated carried interest they keep if they leave the firm.1

What it is

Points are allocated at the management-company level and vest over an agreed period, often with a cliff before any portion is retained. Vesting may run on time, on the fund's own progress, or on a combination of both. What happens to vested and unvested points on departure is governed by the leaver provisions.1

Operational context

Why It Matters

Vesting decides what an individual keeps when they leave, so it is the term that determines whether allocated points are compensation or merely a statement of intent for as long as someone stays.1

Frequently Asked Questions

What is Carry vesting in venture capital?

Points are allocated at the management-company level and vest over an agreed period, often with a cliff before any portion is retained. Vesting may run on time, on the fund's own progress, or on a combination of both.

Why is Carry vesting important for startups?

Understanding Carry vesting is critical for founders navigating the fundraising process. It directly impacts deal terms, valuation, and the relationship between founders and investors.

Sources & References

  1. 1.morganlewis-carry-vesting — VC & PE Funds Deskbook — *Carried Interest: Vesting*VC & PE Funds Deskbook — *Carried Interest: Vesting*Morgan, Lewis & Bockius LLP(Carry vesting determines how much of an individual's allocated carried interest they keep if they leave the firm.)secondary · T2 · vesting-clawback · structure

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