How much is my gated fund stake worth?

This tool estimates a fair secondary sale price when you cannot redeem at NAV. It returns a range (best case → worst case), not a single quote. Based on the Chapter 9 framework in Liquidity Engineering in Private Equity Funds.

Decision support only Not a valuation certificate
1
Confirm you are gatedIf normal redemption works, exit at NAV — no discount.
2
Fill in fund factsQueue, gate, portfolio mix — mostly from the prospectus or investor letter.
3
Read your price rangeMove urgency to see where you might clear between best and stressed cases.
Load example:
01

Is redemption blocked?

The model only applies when the fund will not pay you out at NAV on request.

How is the fund treating payouts right now?

02

Queue & portfolio

These numbers describe how long you wait and what the fund holds while you wait.

What is it? The fund’s reported net asset value per share or unit.
Tip: Use 100 to express everything as % of par (easiest to read).

What is it? Total redemption requests waiting in line, as % of fund NAV.
Where to find it: GP investor letter, press release, or regulatory filing after a gating event (e.g. 9.8% means requests equal 9.8% of fund assets).

What is it? Maximum % of NAV the fund may pay out per quarter under its gate.
Where to find it: Fund prospectus / KIID (often 5% per quarter for wealth-channel evergreens).

What is it? Fraction of the portfolio in private equity / real assets (0–1). The rest is the liquid “sleeve”.
Example: 0.85 = 85% illiquid, 15% cash or listed positions.
Where to find it: Factsheet, annual report, or liquidity sleeve disclosure.

What is it? Annual return you expect on the private portfolio while queued (decimal: 0.10 = 10%).
Proxy: LPX50 long-run return, manager guidance, or a conservative stress haircut in bad markets.

What is it? What the liquid sleeve earns per year (decimal: 0.04 = 4%).
Proxy: SARON, SOFR, money-market rate, or short credit yield.

What is it? Annual fee charged on NAV while you wait (decimal: 0.015 = 1.5%).
Where to find it: Prospectus fee table — wealth evergreens often charge 1.25–1.75% on NAV.

03

Market conditions

A secondary buyer still earns a risk-free rate and demands extra compensation when credit markets are stressed.

What is it? Government bond yield for the currency and horizon of your wait (decimal).
Examples: Swiss 10-year ~1.5% (0.015); US 10-year ~4.5% (0.045).

What is it? Extra annual return a buyer wants for locking capital in an illiquid, gated claim.
Easy proxy: US high-yield OAS spread (decimal: 0.035 ≈ 350 bps). Calm markets ~2–4%; stress ~6–9%. See Annex B grids.

What is it? How much the liquidity premium could swing up or down (decimal). Widens the price range. Typical: 0.005 (±50 bps).

What is it? Execution frictions on a bilateral sale (% of NAV): adviser, legal, platform.
Typical: 0–1% of NAV. Sets the maximum price (no buyer pays above NAV minus costs).

04

Trust in the NAV

Buyers often pay below reported NAV when they doubt valuations — especially in stress. In the model this is the NAV credibility haircut (θ_A, “theta”).

Plain English: If everything looks credible, how much below NAV might a buyer still demand?
Decimal guide: 0.01 = 1% haircut; 0.04 = 4%.
When low: Big Four audit, independent valuation, calm listed-PE markets.
Annex B calm band: roughly 1–4%.

Plain English: In a stressed sale, how deep a discount to NAV for valuation doubt?
Decimal guide: 0.10 = 10%; 0.25 = 25%.
Proxy: Listed PE / REIT discount to NAV in bad markets.
Annex B stress band: up to 10–25% for severe episodes.

What is it? How much a disclosed, undrawn NAV facility improves buyer confidence (decimal: 0.10 = 10% reduction in the best-case haircut).
Set to 0 if no facility. Deep syndicated lines: up to 0.20.

What is it? How much top-tier governance compresses the best-case haircut (decimal: 0.20 = 20%).
Higher if: ILPA-aligned disclosure, consistent DPI, independent third-party valuation.
Lower / 0 for boutique sponsors with internal marks only.

What is it? Multiplier on wait time if more investors join the queue (1.0 = no growth; 1.5 = moderate stress; 2.0 = run-like).
Rule of thumb: Persistent gating + media coverage → 1.5–2.0.

05

How urgently must you sell?

Even with the same fund, a patient seller clears nearer the best case; a forced seller accepts nearer the worst case. This slider (γ, “gamma”) blends between the two.

Urgency level 0.50
0 — I can wait; testing the market 1 — Must exit; deadline or forced sale

At 0.5 you are halfway between an opportunistic and a pressured seller — a common wealth-client scenario.