GLOBAL FUND BANKING

NAV Loans for Private Equity Funds

We help you leverage existing investments to borrow based on the fund Net Asset Value (NAV) to:

Access additional investment capital

Provide follow-on capital to support portfolio companies
Fund additional investments
Satisfy other liabilities including portfolio company notes and any deferred payment or derivative obligations
Create an alternative to raising additional equity capital from limited partners (LPs)

Enhance investor returns

Accelerate distributions to LPs
Optimize fund IRR

Structure and Terms

SVB’s insights for private funds CFOs

Maximizing flexibility with NAV loans
Foreign exchange hedging for global exits
Exit hedging: NAV-based FX hedging

Ask us about next steps

Mark Thylin

Mark Thylin

Head of Structured
Fund Solutions

Dirk Engelbert

Dirk Engelbert

Managing Director,
Structured Fund Solutions