Process

Documented steps from inquiry to monitoring.

Marketable securities and private-company equity follow separate underwriting paths.

Confidential discussion of liquidity need, collateral category, and timing.

Holdings, accounts, encumbrances, and—where applicable—issuer and transfer documentation.

Strategy-specific credit analysis against documented policies and partner parameters.

Institutional capital partner credit approval, control documents, and funding.

Ongoing collateral monitoring, reporting, and servicing where permitted.