PRIVATE HOLDINGS LIQUIDITY

Your last round is a reference point. What would a buyer pay today?

VIV takes a holding from carrying value to an executable liquidity process: verify ownership and transfer rights, establish a realistic clearing range, align with the company, prepare the holding for sale and work with licensed intermediaries on execution with the right licensed and legal counterparties.

Discuss a holding

WHAT THE WORK PRODUCES

Liquidity Waterfall

SAMPLE FORMAT

REFERENCELast financing / reported mark.

REALITYFundamental range + current buyer context.

CLEARINGLikely executable range after rights, consent and buyer appetite.

THE PROCESS

Verify ownership

Shares, instruments, pledges, lock-ins and actual beneficial ownership.

Set a realistic range

Likely secondary range rather than simply repeating the last round.

Check restrictions

ROFR, tag/drag, company consent, shareholder agreement and other transfer constraints.

Align with company

Founder/company discussion and any required waiver or consent.

Build buyer universe

Existing investors, secondary funds, other families and strategic buyers.

Collect indications

Compare credible interest before accepting a price.

Execute correctly

Use appropriate counsel and regulated counterparties where required.

We promise an honest process and an honest price range — not a guaranteed exit.

PRIVATE · CONTEXTUAL · NO MASS DISTRIBUTION

Test a private holding for liquidity

Tell us enough to understand the problem. We use the information to route the conversation to the relevant VIV service; it is not a public deal submission.

Liquidity & Exit: from problem to decision.

Move selected private holdings from paper value toward an executable buyer process.

STEP 01

Audit ownership, transfer rights, ROFR, consent and encumbrances

STEP 02

Reset price from last-round mark to likely clearing range

STEP 03

Build buyer thesis by existing investors, secondaries and strategics

STEP 04

Sequence company alignment, indications, diligence and negotiation

STEP 05

Capture clearing evidence and buyer objections

What the client receives

Evidence-backed decision record
Explicit unknowns and dependencies
Named actions, owners and decision gates
Service-specific output rather than a generic report

How success is measured

saleability assessed
qualified buyers
indications
discount to defensible value
time to executable outcome

Interactive audit engine

The engine asks only the facts needed for this service, identifies missing evidence, gives a first-pass diagnostic and routes the user into the relevant VIV workflow. It is not a generic lead form.

Why this service gets stronger with every completed mandate.

Clearing-price memory

Indications, failed processes, negotiated discounts, rights constraints and completed secondary outcomes create a more realistic view of where private holdings may actually clear—not merely the last financing price.

Buyer-intent graph

Potential buyers are mapped by strategic rationale, sector, geography, ticket, prior engagement and current appetite, separating plausible counterparties from large but low-probability buyer lists.

Portfolio-to-liquidity loop

Portfolio monitoring surfaces likely liquidity needs and windows earlier, while liquidity outcomes feed back into valuation and hold/sell decisions across the rest of the portfolio.

Two situations where Liquidity & Exit becomes useful.

USE CASE 01

Legacy minority holding

A family owns a minority position in a private company that no longer fits its strategy. VIV verifies transfer rights, company consent requirements and realistic price expectations before mapping credible buyer classes.

USE CASE 02

Portfolio clean-up

A Portfolio X-Ray identifies several positions where future upside does not justify continued illiquidity. VIV prioritizes holdings by saleability, rights complexity, buyer universe and likely clearing discount.

CASE STUDY · ANONYMIZED

Turning a paper mark into a sale process

A family wanted liquidity from a mature private holding but had been using the last financing round as its price reference. VIV separated reported value from a realistic clearing range, reviewed transfer constraints, aligned the process with the company and mapped potential buyer classes. The mandate shifted from 'find someone at the last-round price' to a controlled liquidity process based on executable interest and acceptable downside.

Client-identifying details and commercially sensitive information are withheld for confidentiality.