Origination Protocol
Transaction & Funding Sequence
Structured Finance employs a highly regimented origination and underwriting sequence. This transparent, multi-phase protocol ensures rapid evaluation, precise structuring, and streamlined capital disbursement for high-leverage commercial and infrastructure facilities.
Deal Intake & Preliminary Review
The sponsor submits a comprehensive Deal Teaser or Offering Memorandum (OM) detailing total project costs, requested debt tranches, asset class, and high-level sponsor financials. Our advisory team conducts an initial viability sweep to ensure the project meets our $165M+ minimum threshold and aligns with our capital syndicate's current investment mandate.
Initial Capital Sponsorship & LOI Issuance
Qualified transactions advance to an introductory capital review call with the project principals. Upon mutual alignment regarding facility structure (senior/mezzanine split) and pricing, a formal Letter of Intent (LOI) is issued. The executed LOI outlines indicative terms, fixed benchmark pricing, and designates the required lender legal counsel retainer to commence formal diligence.
Formal Underwriting & Asset Diligence
Following LOI execution and retainer clearance, formal underwriting begins. This intensive phase includes the review of third-party engineering reports, environmental assessments, appraisals, entitlement verifications, and sponsor liquidity. The capital structure is stress-tested against localized macroeconomic indices to ensure viability.
Credit Committee & Final Approval
The finalized underwriting package is submitted to our private capital partners for formal credit committee review. Upon final sign-off, a binding commitment letter is issued to the sponsor, locking in the facility metrics and triggering the final drafting of the primary loan documents by lender counsel.
Closing & Capital Disbursement
Intercreditor agreements (if applicable) and final closing documents are executed. The standard flat lender commitment fee is financed into the facility, and credit proceeds are disbursed according to the approved construction draw schedule or acquisition timeline.
Submit Project Teaser
To initiate our preliminary review protocol for facilities of $165 Million USD or greater, please submit your deal documentation.