Carried Interest
Guides and features of the Navys Carried Interest platform
16 articles
- Welcome to CarryA short introduction to Carried Interest on Navys — what it is, who it's for, and how it fits with the rest of the platform.
- Understanding Carry VehiclesWhat a carry vehicle is, how it differs from a regular fund vehicle on Navys, and the configuration you set when creating one.
- Adding Carry Holders and AllocationsHow to add a carry holder to a carry vehicle on Navys and record their share allocation.
- Issuing a Capital Call (Drawdown)How to issue a drawdown notice against a carry vehicle on Navys.
- Recording Quarterly Fund ValuationsHow to record a quarterly valuation against a fund on Navys, and what the platform does with that valuation.
- Understanding Roles in CarryWho can do what in the Carried Interest section on Navys — Super Admin, Admin, and Holder.
- Understanding Your Capital AccountWhat a capital account is, why carry holders have one, and how to read the figures on your Navys dashboard.
- Understanding Your Carry ValueHow Navys calculates the value of your carry position, and how to read the Holdings table and Carry Value Over Time chart.
- Setting Up a Carry VehicleHow to create a new carry vehicle on Navys and configure its carry-specific settings.
- Uploading and Managing Carry DocumentsHow to upload, organize, and share documents related to a carry vehicle or a specific carry holder.
- Carry Transfers (Coming Soon)A preview of how carry transfers between holders will work on Navys once the feature is live.
- Recording a Leaver (Coming Soon)A preview of how the Navys leaver classification engine will work in the next release.
- Configuring a Vesting ScheduleHow to configure vesting schedules on Navys
- Vesting on NavysHow vesting works on Navys
- Navigating the GP Carry DashboardA guide of the Admin view in the Carried Interest section — what each tab, card, and table shows.
- Navigating Your Holder DashboardA guide of the Holder view in the Carried Interest section: what each tab and card shows.