Portfolio & systems
Discuss loan records, repayments, servicing evidence and reporting requirements.
For lenders & originators
Connect your portfolio.
Keep your relationships.
Explore a broader institutional capital base without replacing the expertise, servicing model or direct funding relationships that make your lending business work.
Discuss lender integration01 / A lender-native approach
Your lending operation.
Institutional context.
Start with portfolio fit and the evidence available from your systems. Funding structures and distribution mandates follow the underlying credit—not the other way around.
Funding & structure
Explore senior facilities and syndication appropriate to the portfolio and counterparties.
Relationships & control
Define protected counterparties and approval requirements before expanding distribution.
02 / Distribution by mandate
Reach new institutions.
On agreed terms.
A proposed approach to reaching new investors without giving up control of existing relationships. Choose the audience, share an initial overview and approve the release of detailed information.
Your relationships. Your decision.
The lender decides which institutions to approach. Existing funding relationships stay direct; additional investors are considered separately.
No wider circulation without the lender’s agreement.
Distribution plan
- Existing relationships
- Investor selection
- Sharing instructions
Who is included
- Existing partnersKeep direct relationships
- New institutionsSelected by the lender
- Other institutionsNot included in this process
03 / Start with the essentials
A focused conversation.
A practical next step.
01
Your portfolio
Asset family, jurisdiction, currency and the funding need.
02
Your evidence
Available loan-book feeds, servicing history and reporting cadence.
03
Your mandate
Existing funding partners, restrictions and preferred capital routes.
Let’s understand your lending business.
Tell us where your institution fits. Start with a focused discussion about your mandate, portfolio or infrastructure.
Discuss lender integration