Employee co-investment is already well established in the alternative assets space. Leadership is often expected to co-invest alongside LPs.
In recent years it’s become a growing trend for firms to expand their employee co-investment program beyond the top tier owners/leaders of the firm. Many firms now see employee co-investment as a critical component for employee retention, attracting top talent, and greater firm-wide alignment. Additionally, LPs often react favorably knowing employees across the entire organization have “skin in the game”.
With support for employees from 20+ countries across North America, Europe and Asia, our turnkey solution takes the hassle out of setting up a compliant co-investment program. From SPV setup to compliant onboarding and ongoing management, we make it easy and accessible for companies of all sizes.
Navable’s employee co-investment software is design to manage employee co-investment programs. Whether large or small, it scales with your business and removes the need for managing in excel.
By minimizing administrative burdens, you can focus on maximizing employee participation and engagement.
We offer a comprehensive employee portal that can be customized to your needs. Employees can view everything from co-invest, carry and total compensation all in one place.
Employees will be able to track their investments and all related documents which reduces administrative burden on firm HR and Operations teams.
Our platform allows for seamless employee onboarding, simplifying the process of enrolling employees in a compliant manner. We manage eligibility criteria for employees from 20+ countries and handle all AML/KYC needs.
The experience is fully digital from SPV setup to listing a new investment opportunity to signing documents.
We offer ongoing administration and treasury services including capital calls, distribution management and annual K1s.
Additional services include optional tax and legal resources.