Net Asset Value (NAV) in Private Equity

Alternative Investments: Hedge Funds, Private Equity & Real Assets · 3:20

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Lyrics

[Verse 1]
In private equity world there's a number you should know
Net Asset Value tells you how your investments grow
Take the fund's total assets minus liabilities too
Divide by outstanding shares and NAV comes through

[Chorus]
NAV shows what you own, what your stake is really worth
Assets minus debts divided by shares on earth
Mark to market quarterly, fair value is the way
NAV tells the story of your PE fund today

[Verse 2]
Portfolio companies valued at their current price
Not what was paid before, that wouldn't be precise
Independent appraisers help determine what it's worth
Comparable transactions give fair value birth

[Chorus]
NAV shows what you own, what your stake is really worth
Assets minus debts divided by shares on earth
Mark to market quarterly, fair value is the way
NAV tells the story of your PE fund today

[Bridge]
Management fees and carry reduce the final score
Unrealized gains lift NAV higher than before
Limited partners check their statements every quarter
NAV determines if their wealth is getting shorter

[Verse 3]
Fund managers use NAV to track performance trends
Show investors clearly how their money transcends
When companies improve their NAV will rise up high
When deals go poorly watch that number say goodbye

[Chorus]
NAV shows what you own, what your stake is really worth
Assets minus debts divided by shares on earth
Mark to market quarterly, fair value is the way
NAV tells the story of your PE fund today

[Outro]
So remember NAV when private equity calls your name
Assets minus liabilities divided just the same
By outstanding shares to show what you truly own
NAV's your compass in the PE danger zone

← PE Valuation Methods: Comparables and DCF | IRR: Internal Rate of Return Explained →