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Dec 31, 2020

TriplePoint Q4 2020 Earnings Report

Announced fourth quarter and fiscal year 2020 financial results, with net investment income of $0.39 per share for the fourth quarter and $1.57 per share for the fiscal year.

Key Takeaways

TriplePoint Venture Growth BDC Corp. reported a strong performance for Q4 2020, marked by a net investment income of $0.39 per share and strategic gains from the sale of shares in CrowdStrike, Medallia, and Freshly. The company also declared a first quarter 2021 distribution of $0.36 per share.

Net investment income was $11.9 million, or $0.39 per share.

Realized $4.2 million from the sale of CrowdStrike, Medallia, and Freshly shares.

Signed $172.3 million of term sheets with venture growth stage companies and closed $73.4 million of new debt commitments.

Weighted average annualized portfolio yield on total debt investments was 15.2%.

Total Revenue
$23.4M
Previous year: $21.3M
+10.1%
EPS
$0.39
Previous year: $0.45
-13.3%
Net Asset Value per Share
$13
Leverage Ratio
0.66
Return on Average Equity
11.4%
Cash and Equivalents
$38.2M
Total Assets
$684M

TriplePoint

TriplePoint

Forward Guidance

TriplePoint Venture Growth BDC Corp. is well-positioned to capitalize on the venture capital market and expects to utilize its strong liquidity to grow its portfolio and deliver returns to stakeholders.

Positive Outlook

  • Entered into $58.1 million of additional non-binding signed term sheets with venture growth stage companies.
  • Closed $48.4 million of additional debt commitments.
  • Funded $42.9 million in new investments.
  • Received $17.4 million of principal prepayments generating approximately $0.5 million of accelerated income.
  • Amended the Credit Facility to increase the capacity to $350 million from $325 million.

Challenges Ahead

  • Knotel filed for Chapter 11 bankruptcy protection.
  • Potential risks associated with changes in economic and market conditions.
  • Impact of the COVID-19 pandemic on the company and its portfolio companies.
  • Risks described in the company's filings with the Securities and Exchange Commission.
  • Uncertainties related to forward-looking statements.