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Sep 30, 2020

TriplePoint Q3 2020 Earnings Report

Reported strong financial results with increased net investment income and net asset value.

Key Takeaways

TriplePoint Venture Growth BDC Corp. announced strong Q3 2020 financial results, featuring a net investment income of $0.40 per share and a net increase in net assets of $0.47 per share. The company declared a fourth-quarter distribution of $0.36 per share. The company saw an increase in investment income and a strong weighted average portfolio yield on total debt investments.

Net investment income was $12.2 million, or $0.40 per share.

Net increase in net assets was $14.4 million, or $0.47 per share.

Net asset value was $409.4 million, or $13.28 per share, an increase of 0.9% from the prior quarter.

Weighted average annualized portfolio yield on total debt investments was 14.1%.

Total Revenue
$23.1M
Previous year: $15.7M
+47.4%
EPS
$0.4
Previous year: $0.29
+37.9%
Net Asset Value per Share
$409M
Leverage Ratio
0.63
Return on Average Equity
11.8%
Cash and Equivalents
$24.9M
Total Assets
$675M

TriplePoint

TriplePoint

Forward Guidance

TriplePoint Venture Growth BDC Corp. anticipates a strong finish to 2020 and robust momentum going into 2021, driven by growing demand for debt from venture growth stage companies.

Positive Outlook

  • Growing demand for debt from venture growth stage companies.
  • Anticipated strong finish for 2020.
  • Robust momentum expected going into 2021.
  • Company received $32.0 million of principal prepayments generating approximately $2.4 million of accelerated income
  • TPC’s direct originations platform entered into $30.0 million of additional non-binding signed term sheets with venture growth stage companies

Challenges Ahead

  • Changes in economic, market or other conditions.
  • Impact of the COVID-19 pandemic and its effects on the Company’s and its portfolio companies’ results of operations and financial condition.
  • Factors described from time to time in the Company’s filings with the Securities and Exchange Commission.
  • Unfunded commitments totaled $168.3 million, of which $31.5 million was dependent upon portfolio companies reaching certain milestones.
  • $85.0 million of unfunded commitments will expire during 2020 and $83.3 million will expire during 2021, if not drawn prior to expiration.