Debt & financing

NAV Financing

Definition

NAV financing is a loan to a private equity fund secured against the net asset value of its whole portfolio, rather than against a single company. The fund borrows at the fund level to return cash to investors, support portfolio companies, or fund new deals.

In practice

NAV loans boomed when exits slowed: they let sponsors send money back to investors without selling anything. Supporters call it portfolio-level flexibility; skeptics call it leverage on leverage, and note the dividends it funds are borrowed, not earned.

See it in the wild

Related terms

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