Carry Management
Manage carry plans, allocations, vesting, distributions, and participant changes in one system, keeping data and documents linked across funds with full audit trail history.
Software for Private Funds
One System for Carry,
Commit, and Compensation
Give Finance, Ops and HR teams a configurable platform to manage growing complexity with greater accuracy, control, and visibility, without relying on spreadsheets.
Trusted by Firms Managing
Over $150 Bn AUM.
Built for established VC, PE, private credit, and real estate firms managing complex incentive programs.
When Growth Outpaces
Excel, Change Gets
Harder to Control
As carry, compensation, and co-invest complexity grows, spreadsheets create more risk, more manual work, and less control. Navable brings it into one system built for alternative asset firms.
With Spreadsheets
- Carry rules depend on spreadsheets and people
- Participant changes force manual model rework
- Historical decisions have to be reconstructed
- Employees and GPs come back to Finance for answers
- More funds and participants add to admin work
With Navable
- Carry, compensation, and co-invest data live in one system
- Run forfeitures, dilutions, and reallocations
- Keep changes, records and documents connected
- Participants can access their own compensation information directly
- Scale carry, compensation, and co-invest without more spreadsheets
Built for Finance.
Proven in Practice.
Probably one of the more thoughtful, comprehensive software solutions we've seen built for our industry.
“We switched to Navable due to data accuracy issues with our legacy provider. It's paramount that our software gets these things right.”
– Director of Finance$4Bn AUM Venture Capital Firm “It's easy, intuitive, and seamless.”
– MD, Business Technology Office$15Bn AUM Global Private Equity Firm “Navable dramatically simplified manual work with an intuitive digital experience.”
– COO, $85B AUM Global Private Equity Firm
Everything You Need to
Manage Carry, Comp &
Co-Invest With Control
Start with carry management and extend the same system to compensation and GP commit / employee co-investment as your firm evolves.
Compensation & Reporting
Bring compensation, carry, GP commit, and investment data into one clear view.
Employee & GP Portal
Give participants direct access to carry, vesting, values, and documents.
Scenario & Firm-Wide Planning
Model allocations, vesting, and compensation with shared data.
GP Commit / Employee Co-Investment
Manage commitments, onboarding, subscriptions, and co-invest reporting.
Document Lifecycle
Create, send, track, sign and store documents in a single source of truth.
See it on your own fund
Validate Navable before you commit.
What Changes for
Your Finance, HR and
Operations Teams
The value of better carry and compensation infrastructure isn't more software. It's less senior attention spent keeping the process under control.
More Senior Capacity
Spend less time checking, reconciling, and maintaining carry and compensation data.
Easier Reviews & Year-End
Keep history and documents easy to trace for year-end review.
More Capacity as You Grow
Manage more funds, participants, and co-invest programs without adding admin work.
Why Teams
Choose Navable
Moving carry, compensation, and co-invest reporting off Excel only works if the replacement preserves the flexibility and control Finance already has, without creating another operational burden.
Configured to Your Firm
Adapt Navable to your actual carry, compensation, and co-invest structures without forcing a rigid template.
Faster to Implement
Get up and running in weeks, with legacy plan setup supported by the Navable team.
Self-Service by Design
Let Finance manage day-to-day carry, compensation planning, and co-invest changes directly instead of relying on consultants or vendor support.
Hands-On Partnership
Get expert support through onboarding and as your carry, compensation, and co-invest programs evolve.
Validate Navable With Your Own Fund Before You Commit
You don't need to decide whether Navable works for your carry structure based on a generic demo. Try us out with your actual fund data.
Step 1: Share a Workbook
We review your current plans, structure, and legacy data.
Step 2: See a Working Fund
We set up a working fund to test your specific use cases.
Step 3: Validate the Fit
Use your working fund in a guided pilot to decide.
Ready to Move Carry
Beyond Spreadsheets?
Discover how Navable can help your finance team manage complex carry structures, reduce manual work, and maintain control as your firm grows.
Trusted by firms managing over $150B+ in AUM.
FAQ
No. Navable is modular, so firms can use the capabilities that fit their needs and expand into additional workflows over time.
Yes. Navable supports single sign-on and connects with the systems your team already relies on. We review your integration requirements during onboarding.
Yes. Navable can connect to your firm's existing DocuSign account for award documents and subscription paperwork.
Yes. Every client gets an admin portal for their team and an employee portal for participants. Role-based permissions control who can see and change what, with checks and balances on changes. Participants see only their own information, while administrators see the whole picture.