[ Operating principle · III of IV ]
III

Deliver.

Where work becomes outcome.

The chart is the proof. Distributions, exits, realized returns — and the boring distribution waterfalls that get them there. We mark the book to results, not narrative.

§02 · How it works

Three operating notes.

01 · note

Mark to results

DPI before TVPI. Returned capital is the only number that compounds, and the only number we lead with.

02 · note

Waterfalls in plain English

Distributions and reporting written for a human, not a footnote. If the structure can't be explained on a phone call, the structure is wrong.

03 · note

The letter at the end

Every realized position gets a write-up: what worked, what didn't, what we'd do differently. The archive grows. So does the discipline.