Before you start
To add a carry holder you need:
Super Admin or Admin role
A carry vehicle to add them to (see Setting Up a Carry Vehicle)
The holder's basic information (name, email, team, seniority)
Their share allocation in the vehicle
You can add holders one at a time today. Bulk import via CSV will be available soon.
Adding a holder
From the left sidebar, click Carry.
Open the Holders & Allocations sub-tab.
Click Add Holder in the top-right of the holders table.
Fill in the holder's details and allocation.
Click Save.
The new holder appears immediately in the Holders & Allocations table and in the Carry Holders section of the Dashboard sub-tab.
What you enter
When adding a holder, you provide:
Name — the holder's full name
Email — used to invite the holder to the platform and to send notifications
Team — the team they belong to (e.g. Investment Team, Finance, Operations)
Seniority — their role (e.g. Partner, Principal, Director, Associate)
Fund / carry vehicle — which vehicle this allocation is for
C shares — the number of carry shares being allocated
Carry % — the percentage of the share pool this represents (calculated, or entered directly)
Once you save, the holder's account is created and linked to the chosen vehicle automatically. If they are new to Navys, they will receive an email invitation to log in.
How allocations show up on the platform
After you add a holder, their position appears in two places:
The Carry Holders table on the Admin Dashboard sub-tab — showing Name, Team, Seniority, C Shares, Total Commitment, Carried At Work, and Status.
The Holders & Allocations table on the dedicated sub-tab — showing Name, Email, Team, Fund, C Shares, Carry %, Carried At Work, and Status.
The Holders & Allocations sub-tab supports search by name and a Team filter to help you navigate larger holder lists.
Editing or removing a holder
Click any holder in either table to open their detail page. From there you can edit their details or update their allocation. Removing a holder reduces their allocation to zero, historical records are preserved for the audit trail.
What's coming
In a later release, you will be able to record a holder as a leaver and have the platform automatically recompute their vested portion, capital account, and any clawback exposure.
You will also be able to import holders in bulk via CSV.
Getting help
For any further questions or assistance, please reach out via the chat on the platform or contact the Navys support team at [email protected].