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NAV Financings


The Inevitable Rise of NAV Financing | Insights - Ropes & Gray LLP

On this podcast, Ropes & Gray finance counsel Patricia Teixeira is joined by managing director and partner of Fund Finance Partners Anastasia Kaup to discuss ...

What is NAV financing and how is it used? - 17Capital

Investors. Limited Partners in high quality portfolios use NAV financing as an alternative to a secondary sale. Typically, they are raising capital to generate ...

NAV Finance 101: - Oaktree Capital Management

NAV finance refers to private capital solutions offered primarily to private equity funds based on the net asset value (NAV)1 of their investment portfolios. It ...

NAV Lending: What it is and why it's more relevant than ever

NAV lending involves providing finance to the GP of a private equity fund, typically at a time leading to a liquidity need.

Exploring NAV Lending in Private Equity | Allvue Systems

NAV lending allows funds to tap into the value of their existing holdings, unlocking capital for strategic investments and portfolio management initiatives.

Understanding NAV financing - ScaleX Invest

NAV financing is a credit facility secured against the market value of an investor's holdings in an investment fund.

NAV fund financing on the rise for private equity | Insights - Torys LLP

NAV facilities are diligence-intensive, requiring not only a review of the fund and its partners, but also a deep dive into the portfolio. Step in rights and ...

Net Asset Value Financing and Private Equity - Penn Law Review

This essay explores the rise of NAV financing in the private equity market to provide an overview of this relatively nascent developing area.

NAV Financing - Pemberton

Pemberton's NAV Financing strategy will provide financing solutions which are predicated on the underlying value of private equity funds' performing ...

Maximizing flexibility with NAV loans - Silicon Valley Bank

NAV loans can give managers the liquidity to support existing portfolio companies or take advantage of new investment opportunities in the later stages of a ...

Key Drivers Behind Widespread Adoption Of NAV Financing - Insights

This article delves into the key reasons for the widespread acceptance of NAV financing among sponsors and investors.

Structured Finance Meets Fund Finance: NAV Facilities and Beyond

NAV facilities are credit facilities that have availabilities that are based on the net asset value of a fund's underlying investments.

Huge and growing: the rise of NAV financing - Financier Worldwide

2022 was a record year for NAV financing activity across the PE industry, with 50 percent growth in deal volume for the 12-month period ending September 2022.

Rising Popularity of NAV Loans & Key Considerations

NAV financings are attractive for funds as they head towards the later stages of their lifecycle, helping them drive returns for investors.

NAV facilities – the investor's perspective - Global Legal Insights

In simple terms, NAV financing looks at the assets “below” the fund in the structure chart, whereas subscription finance looks at the assets ( ...

NAV Credit Facilities: The Spectrum of Collateral Structures | Insights

We explain the most common types of collateral structures used in secured NAV credit facilities and explore why some approaches are more frequently used than ...

NAV Financing: A Terrific Tool for Savvy Fund Sponsors | Insights

NAV financing can be a terrific tool for savvy fund sponsors to meet their needs and achieve various objectives, including obtaining liquidity, facilitating ...

A Perspective on Private Equity NAV Loans - Neuberger Berman

Fund as Borrower: Generally Private Credit or Private Equity funds seeking to raise debt collateralized by the net asset value of underlying portfolio ...

First Looks at NAV Finance - Cleary Gottlieb

NAV finance is a tool at the disposal of GPs and LPs that many are seeking to better understand. If you are considering NAV financing for the first time, here ...

Fund Finance update: the rise of NAV finance | Loyens & Loeff

Net Asset Value (NAV) finance has emerged as an additional source of financing. Learn how these tools manage liquidity and drive growth.


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