NAV financing

If you need to access capital for value creation but you have low undrawn commitments, explore a borrowing option that leverages your portfolio. Investec NAV financing can fulfil your equity needs at the cost of debt, so you can continue to pursue new opportunities.

A couple talking in depth, in a business setting
A couple talking in depth, in a business setting

Our unique approach to fund finance

Creatively tailored

Your objectives are unique to your business, so your borrowing and repayments should be structured around them.

Deeply experienced

Our professionals apply their expertise to dozens of innovative deals each year, across the broadest capabilities in the industry such as the first European ESG-linked NAV facility.  

Passionately entrepreneurial

Our founder's spirit still drives us today. We make it our priority to understand the growth mindset of your business and share your determination for value creation.

Matt Hansford explains why firms are using NAV financing, how they work, the benefits and who NAV Financing is applicable to.

Matt Hansford, Head of NAV, Investec Fund Solutions

Matt Hansford explains why firms are using NAV financing, how they work, the benefits and who NAV Financing is applicable to.

Matt Hansford, Head of NAV, Investec Fund Solutions

Benefits and features of our service

Tailored borrowing

NAV financing has a wide range of applications, such as funding asset growth initiatives, bridging to future fundraising, enabling hedging options, or funding follow on capital for continuation vehicles.

Multiple level deployment

It´s possible to raise capital at the fund level, at the portfolio company level, or at a HoldCo level, as appropriate to your goals.

Accommodating structure

NAV lending can be blended with preferred equity to achieve a lower cost of capital.

Flexible parameters

We work with a broad range of deal sizes from £10-200 million and our repayment term can be between one and five years. 

Jonathan Harvey Investec Fund Finance
Jonathan Harvey, Investec

We work closely with our clients to get a deep understanding of their short- and long-term goals.

Let's start a conversation

The first step is to tell us your business needs and goals.

Get in touch

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Our recent deals

Detectortesters logo

Detectortesters

30 September 2021

Investec has advised on the sale of Detectortesters and its US distribution partner, SDi.

Skill Dynamics logo

Skill Dynamics

20 August 2021

Investec Growth & Leveraged Finance provided bilateral debt facilities in support of Levine Leichtman Capital Partners, LLC (“LLCP”) and its portfolio company Skill Dynamics.

Mindera logo

Mindera

30 July 2021

Investec Growth & Leveraged Finance provided bilateral senior debt facilities to refinance CBPE’s all equity financed acquisition of Mindera.

We keep earning our stripes

Bank of the Year winner, Real Deals Private Equity Awards 2019

Fund Finance provider of the year winner, the 2021 Drawdown Awards

Investec Bank of the Year winner, the Private Equity Awards 2020

Investec Bank of the Year winner, the Private Equity Awards 2020 & 2019

Winner, Bank Lender of the Year 2018

Winner, Bank Lender of the Year 2018