Three Bulls | Quarterly Institutional Dashboard Concept
THREE BULLS CAPITAL PARTNERS

Quarterly Institutional Investor Dashboard

Fund II · Quarterly reporting concept · Existing LP and prospective investor editions

Reporting audienceSwitch to preview the appropriate quarterly communication.
Prospective investor edition. Fundraising commitments, target attainment, and funded-versus-deployed figures are intentionally withheld. Share offering-specific information only through approved, controlled communications following counsel review.
Concept / not an investor report. Illustrative financial and operating values are used to demonstrate chart design. The VHU non-rented status counts below reflect the figures discussed previously and should be reconciled to the latest workbook. Enter the rented count to preview the full portfolio pie. No illustrative values should be published as actual results.
01 · Fundraising

Fund II Capital Formation

Existing LPs only · binding commitments against $50M target

$12.5M
Illustrative commitments to date · not actual Fund II results
25% of target
$0$50M target
$—New binding commitments this quarter
$—Capital funded to date

Commitments, funded cash, and invested capital are separate measures. Do not disclose investor identities, pipeline, or expected commitments.

02 · Capital allocation

Capital Deployment

Existing LPs only · funded capital compared with invested capital

Capital funded
$10.0M
Capital deployed
$7.2M

Illustrative · 72% of funded capital deployed; commitments and funded capital are different measures.

03 · Acquisitions

Units/Doors Acquired or Built

Best visual: quarterly columns for units/doors acquired or built + cumulative total

84total units/doors
illustrative
+26 this quarter
Q1Q2Q3Q4
04 · Asset Portfolio Status

Portfolio Status & VHU

Best visual: whole-portfolio donut chart, including rented homes

—Portfolio occupancy · occupied / eligible rental homes
Awaiting rented count

Excludes vacant lots, for-sale inventory and homes under construction; pending vacancy remains occupied until vacated. Confirm classification eligibility before publication.

07 · Risk management

Portfolio Loan-to-Value

Best visual: leverage gauge versus internal ceiling

58%
Illustrative LTV
0%100%

Show current LTV and, if adopted, a formally approved leverage limit.

08 · Execution milestones

Renovation Cycle Time

Best visual: trend line by quarter

88d78d71d63d
Q1Q2Q3Q4

Illustrative trend only; actual cycle time requires renovation start and completion dates.

09 · Governance & disclosures

Governance, Affiliates & Investor Disclosures

Proposed quarterly disclosure framework · subject to management and securities counsel review

Affiliated service providers

Identify affiliated entities providing services to Fund II and summarize the nature of those services.

Related-party arrangements

Summarize applicable fee structures, transactions, and potential conflicts, consistent with governing documents.

Oversight & approvals

Describe the actual review and approval process, including any board or advisory oversight where applicable.

Existing LPs · detailed governance disclosure checklist

Confirm current affiliate roster, related-party fees and payments, any material changes to arrangements, conflict-management procedures, and applicable approvals. Reference the governing documents and approved disclosures; do not publish unverified claims of independent oversight.

Prospective investor edition: Present only a high-level governance overview. Provide offering-specific disclosures through approved, controlled communications following counsel review.

Draft framework only. No assertion is made that any particular policy, committee, approval, or disclosure process currently exists.

Quarterly highlight

Investment Activity

Brief narrative + key milestone

Acquisitions, new construction, renovations and portfolio milestones. Existing LP edition may also discuss capital formation.

Quarterly highlight

Market Momentum

Two verified developments

Employer investment, jobs actually created and housing supply in target markets.

Quarterly highlight

Three Bulls in Action

Before / after photograph

One property transformation or municipal partnership with a measurable outcome.

Concept only. All sample numbers are illustrative. Confirm portfolio counts and occupancy methodology, reconcile to fund accounting, and obtain securities-counsel approval of audience-specific disclosures before distribution.