Episode Details

On this episode, Ari Landsberg, Managing Director at 17 Capital, explains how NAV lending works as a flexible, fund-level capital tool for private equity managers—and why demand has been driven by opportunity rather than stress.Hear how NAV facilities fit alongside traditional portfolio company debt, subscription lines and continuation vehicles across the fund lifecycle. Learn how 17 Capital underwrites deals by assessing manager track records, portfolio quality and the delta between entry assumptions and actual exit outcomes. Then learn how GPs are deploying fund-level capital for accretive M&A, AI infrastructure investment and public-to-private bids—and why the ability to move quickly with certainty has become a competitive edge in today’s environment.