Free private markets document generator
Private Markets Scenario Planning Report
Create a private markets scenario planning report covering base, downside and upside cases, NAV, liquidity, pacing, concentration, manager outcomes and action triggers. Turn portfolio uncertainty into explicit scenarios, decision triggers and actions.
What this generator covers
Inputs used by the document
- Scenario framework: Institution, Report purpose, Base case, Downside case, Upside case
- Portfolio implications: NAV impact, Liquidity impact, Pacing response, Concentration impact
- Actions: Manager outcomes, Decision triggers, Recommended actions, Recommendation
01
Executive summary
This report assesses the resilience of the private markets program under base, downside and upside market scenarios.
02
Base case
Moderate economic growth, gradual distribution recovery and NAV growth in line with current underwriting assumptions.
03
Downside case
Two-year realization delay, 15% NAV markdown in growth assets and 25% higher capital calls than base case.
04
Upside case
Improved exit markets, accelerated distributions and higher secondary pricing for mature interests.
06
Liquidity implications
Stressed call coverage remains above 1.7x but narrows materially in year two without pacing adjustment.
07
Pacing response
Reduce new commitments by 20% in downside, preserve priority re-ups and defer lower-conviction new relationships.
08
Concentration implications
Growth and 2021-2022 vintages become more concentrated as public markets reprice faster than private NAV.
09
Manager outcomes
Prioritize managers with strong DPI, resilient cash flows and transparent valuation practices.
10
Decision triggers
Escalate when call coverage falls below 1.5x, unfunded-to-liquid-assets exceeds policy or NAV marks lag public comparables.
11
Recommended actions
Update liquidity forecast monthly, maintain secondary options, refresh valuation challenge process and stage commitments.
12
Recommendation
Adopt the downside pacing and liquidity actions as the operating contingency plan.
How to use this document generator
Review the example assumptions, replace them with information from your own investment process, and check every statement against the governing documents and source data. The interactive version updates the draft immediately and can export it to Word or PDF without a login.
Template transparency
Draft status
This template creates an editable first draft. Review every statement against source data and governing documents.
Privacy and export
Inputs stay in your browser. Word and PDF exports are created locally and this page does not store your document.
Scope
This is a practical starting point, not legal, tax, or investment advice.
Template 1.0 · Reviewed 13 August 2026