Investor Hub / Private Markets / Private Liquidity Navigator

Private Liquidity Navigator

Secondaries reached roughly $240 billion in 2025 as holders of private shares went looking for liquidity — but every sale still has to clear eligibility, transfer restrictions, a real-world discount, and an actual buyer. Pick your company from ~1,950 tracked privates, describe your holding, and get the whole path modeled: whether you can sell, what stands in the way, the expected clearing price vs the last round (anchored on observed secondary prints where a feed provides them, clearly labelled as imported or modeled otherwise), who's bidding, and how long it takes.

1. Your Company

2. Your Holding

Refine your after-tax take-home (optional)
Pick a company and describe your holding — the navigator models the whole path to cash.
How the navigator models your sale

Data — ~1,950 tracked private companies (valuations, funding histories, cap-table rosters, IPO posture) plus live secondary-market marks — implied share price vs the last round, open interest, and returns — on 600+ actively quoted names, refreshed continuously. Industry context: secondary volume reached ~$240B in 2025 (McKinsey Global Private Markets Report 2026).

Eligibility & restrictions — rule-based on your instrument and vesting: double-trigger RSUs can't transfer before a liquidity event; options must be exercised first (with the tax that implies); vested common/preferred clears subject to the company's transfer regime, which we model from tender history and company scale unless you override it. ROFR windows, consent friction, seasoning, and the QSBS 5-year clock are all called out explicitly.

Pricing — the anchor is labelled by provenance and the label is load-bearing. Observed means the print came from a live secondary feed. Imported means a real but static print (its age is shown) — a reference point, not an executable quote. Modeled means no usable mark exists and the anchor is derived from round staleness, funding-round trajectory, and sector heat. On top of any anchor we apply only holder-specific adjustments (share class, block size, demand depth, regime friction), each listed with its point impact — no black box. The bear/bull band is tightest on an observed print, wider on an imported one, widest when modeled or when the book is thin.

Take-home — the net panel walks gross clearing proceeds down through the secondary transaction fee and capital-gains tax (long- vs short-term by holding period, with an optional §1202 QSBS exclusion) to what actually reaches your account. Enter cost basis, fee, and rate to sharpen it; defaults are worst-case and clearly flagged.

Sell now or wait — not a forecast. It converts the immediate liquidity haircut and a public-market opportunity cost into the appreciation your remaining stake would need to justify holding to the exit — a break-even, not a prediction.

Route to market — ranks the channels (marketplace, direct/SPV, company tender, placement agent, forward) by how well each fits your instrument, transfer regime, block size, and buyer demand.

What this is not — a broker, an offer to buy or sell securities, or legal/tax advice. It's a model of how your sale would likely clear and net out, so you walk into real conversations with calibrated expectations. Confirm tax treatment with a qualified advisor.