Banks & senior funders
Private-credit infrastructure.
For bank funding and syndication.
Explore lender-originated senior credit through a connected operating model: portfolio evidence, facility structure, co-lender participation and institutional rails.
Discuss bank partnership01 / A multi-role connection
Anchor the credit.
Connect the infrastructure.
The partnership model recognizes that banks can provide more than funding. Each role has its own mandate, responsibilities and integration requirements.
Senior funding
Credit facilities
Syndication
Anchor & co-lend
Custody & settlement
Institutional rails
Distribution
Approved channels
02 / Capital allocation model
A bank anchor.
Participation alongside it.
Explore how a bank-anchored facility can sit within a broader institutional capital pool. Example allocations demonstrate the model at different scales.
A bank-led facility.
An anchor allocation with participation from approved institutions.
$200M illustrative capital pool. Bank anchor: 50%, $100M. Institutional co-lenders: 25%, $50M. Credit funds: 15%, $30M. Other eligible institutions: 10%, $20M.
- Mandate
- Allocation
- Settlement
- Servicing
- Position records
03 / The partnership discussion
Start with the mandate.
Define the operating roles.
Portfolio eligibility
Asset classes, jurisdictions, credit evidence and senior funding parameters.
Co-lender participation
Allocation rules, approvals, protected relationships and participant reporting.
Institutional operations
Custody, settlement, cash management, paying-agent roles and reconciliation.
Servicing connection
Data requirements and ongoing reporting throughout the facility lifecycle.
Discuss your institution’s role.
Tell us where your institution fits. Start with a focused discussion about your mandate, portfolio or infrastructure.
Discuss bank partnership