Valor LP In-Kind Stock Distribution & Liquidity Simulator VC In-Kind Model
Based on TechCrunch reporting: Valor Equity Partners distributing stock instead of cash returns

Distribution Parameters

$50,000,000
Notional fair market value (FMV) at date of distribution.
80%
Remaining percentage distributed in immediate cash.
30%
Initial invested capital base relative to total distribution value.
23.8%
Federal LTCG (20%) + NIIT (3.8%) ± state/local capital gains rate.
12 Months
Contractual lock-up or transfer restriction period before sale.
25%
Underlying public share price trajectory over holding horizon.
The "Cash Drag" Paradox: When VC funds distribute stock in kind, LPs often face substantial capital gains tax liabilities without receiving enough cash proceeds to pay the IRS, forcing premature open-market sales.
Cash Distribution
$10,000,000
20.0% of total distribution
Stock Distribution
$40,000,000
80.0% in-kind shares
Estimated Tax Liability
$7,140,000
On realized taxable gain
Net Immediate Liquidity
$2,860,000
Cash remaining after tax liability
Projected Year 3 Value
$48,500,000
Net portfolio worth after 36 mo.
5-Year Cumulative LP Wealth Trajectory: In-Kind vs Pure Cash-Out
In-Kind Hold Trajectory
Immediate Cash-Out Baseline
Immediate Tax Liability
Scenario Model Day 1 Cash Stock Value Tax Obligation Year 1 Value Year 3 Value Year 5 Value
Fund: Valor Equity Partners Fund V
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