Private Investment Fee and Net Return Calculator

This calculator will allow you to estimate the net return of a private investment after common fees and your investment's IRR based on fees and hold time. Please input only positive values. For hold time, you input decimals, e.g., 1.5, to represent an 18-month hold time.

Welcome to UpMarket's Private Investment Fee and Net Return Calculator

This tool is designed to help you understand the potential financial outcomes of your private investments. By entering key details such as your initial investment amount, expected value at exit, hold time, and applicable fees, you can quickly calculate both the gross and net returns on your investment. The calculator also provides detailed insights into various fees, including subscription, management, and carried interest fees, ensuring you have a general understanding of your investment’s performance.

We hope you enjoy this free tool. If you're interested in tapping the private markets and are an accredited investor, create a free UpMarket account today.

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Private Investment Fee and Net Return Calculator

*Please note that this calculator should not be relied upon to make an investment, does not constitute advice to make or avoid any given investment, and, despite our best efforts, could generate errors, so you should confirm all calculations using your own trusted methodology. This tool is designed to help you understand the potential outcomes of private investments and could generate errors or inaccuracies and may not indicate actual outcomes in real time.

Disclaimer: The projections or other information generate by Private Investment Fee and Net Return Calculator regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. The information contained in this article is not investment advice; and does not constitute a recommendation to buy or sell any securities. The information within this article is meant for informational purposes only. Any statement in this document does not mean that the firm nor its employees agrees, endorses or approves any content of the document. This article is only for knowledge sharing and does not constitute any investment advice. Anyone who makes an investment decision based on this article does so at their own risk. Any fund investment should be made through a formal confidential private placement memorandum and other fund documents. Potential investors should carefully read the risk factors in the private placement memorandum of securities issuance, and consult their own professional consultants if necessary, and receive advice on any investment, legal, tax or accounting issues. Past performance is not indicative of future performance, and the investment may potentially result in a loss of principal. The source and data of the material are considered to be reliable. However, there is no guarantee of its accuracy or completeness. The Company has no obligation to disclose or revise or modify this statement or any forward-looking statements as the circumstances change or as a result of subsequent events. Private equity funds are only suitable for specific qualified investors to subscribe. United States sales of the fund interests are exempt under Regulation D of the U.S. Securities Act of 1933, and are only applicable to potential investors who are eligible as "Qualified Investors" under Regulation D. Sales outside the United States are exempt under Regulation S of the U.S. Securities Act of 1933. Private equity funds are sold through Upmarket Securities LLC. Upmarket Securities LLC is a U.S. registered broker-dealer, and member of FINRA.
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At UpMarket, our mission is to increase access to private markets for individual investors, enabling them to participate in high-potential opportunities traditionally reserved for ultra-wealthy, connected, and institutional investors. The Private Market Investment Term Glossary is designed to be an essential tool to educate UpMarket clients about common private-market terminology
Mike Ivancie Mike Ivancie

About UpMarket

UpMarket's mission is to unlock the private markets for individual investors.

We provide access to a range of asset classes and investment strategies that span private equity, hedge funds, crypto, real estate, and other alternative assets.

The problem

Historically, accessing private market investments had these challenges:
  • A large barrier to entry due to high investment minimums
  • Time-intensive because sourcing deals is a lot of work even if you’ve got a great network, and
  • Costly because of investment-related diligence costs, paperwork, and legal fees

The solution

UpMarket works to address these barriers for individual investors by:
  • Offering lower investment minimums
  • Sourcing and conducting diligence on opportunities for investors, empowering them to pick and choose from pre-screened opportunities
  • Making the investment process entirely digital, straightforward, and easy to manage from a single portal
Individuals like you have invested over $150 Million with UpMarket.