Simulate scenarios and forecast cash flows for private market investments to gain foresight into portfolio trajectories. With Navigator, you move beyond historical data to plan for future outcomes and gain insight into liquidity and portfolio performance.
Navigator
See the future, chart your course
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Project and optimize cash flows
Commitment-based funds create liquidity risk often mitigated by holding too much cash that can cause a drag on returns. Navigator helps you optimize cash management by modeling and projecting portfolio spending, commitments and distributions.
Turn portfolio complexity into clear decisions
Forecast calls, distributions and net asset value while understanding portfolio liquidity over time. Reduce cash drag by aligning commitments with available liquidity to put idle capital to work. Move away from fragmented spreadsheets by modeling liquid and alternative investments in a single location. Turn projections into client-ready recommendations.
Model complex portfolios with precision and control
Run rigorous scenario analysis to test bear, bull and pacing scenarios so you can understand portfolio outcomes before taking action. Evaluate trade-offs across asset classes to refine your allocation strategy and align portfolios with long-term objectives. Standardize inputs across your teams to maintain full visibility into assumptions and outputs.
Achieve precision with fund-level modeling
Customize assumptions at the fund level to forecast capital calls, distributions, and total net asset value.
Minimize cash drag and optimize liquidity
Align your commitments with available liquidity so you can put idle capital to work more effectively and efficiently.
Streamline complex portfolio management
Model liquid and alternative assets in one place to replace fragmented spreadsheets and systems.
Strengthen strategies with scenario analysis
Test bear, bull and pacing scenarios to understand outcomes before making final decisions.
It’s helped better guide on a go-forward basis and it’s been instrumental. It’s really the foundation of our client discussions.
Eric Thurber
Co-founder, Three Bridge Wealth Advisors
