Insights
Our sister publication, Family Office Primer, covers family office governance, succession, liquidity and asset allocation.
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Family offices
NAV loans for family offices: the DC Finance webinar, in writing
Forty minutes on what a NAV loan is, what it costs, how the cash sweep works and what happens when things go wrong, with the video and a written version of every section.
Secondaries
NAV loan, preferred equity or CFO: what each costs and when an LP should use which
PJT Park Hill and StepStone on partial liquidity, with our view on the pricing they left out
Family offices
Family office and entrepreneur financing: what the banks mean, and how a NAV loan does the same job
Private banks describe the use. A NAV loan is the structure. Here is where the terms differ, with three worked scenarios.
Market and media
Alex Branton interviewed by The Global Legal Post on NAV lending for family offices
Family offices
Does the GP need to know if I borrow against my fund stakes?
What the LPA, Delaware law and the UCC actually require when a family office or individual takes a NAV loan against private equity and venture fund interests, stage by stage.
Real estate
Junior Debt, Mezzanine Finance and NAV Loans for Real Estate, Explained
Market and media
Alex Branton on the Navigating Wealth Podcast: Borrowing Against Private Assets
Nodem Capital founder Alex Branton joins Long Angle's Navigating Wealth podcast to discuss NAV lending, private market liquidity, and why banks won't lend against strong private portfolios.
Cost and terms
What "pricing on a grid" means for a NAV loan
Why your margin is a schedule, not a number, and what moves you along it
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