Our Process

How it works

An Overview

Scroll down for a broad overview of how our process works, step by step.

ASSET
  • SUBMIT ASSET FOR REVIEW  

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    Submission Form, with all due diligence material relating to the asset ownership, valuation and safe-keeping information.

  • LETTER OF INTENT/INTEREST (LOI)  

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    We will issue an LOI to document the initial terms being considered, which requires an authorized signatory to countersign as confirmation of interest.

  • SUBMISSION TO COMPLIANCE  

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    Upon receipt of signed LOI, full transaction submitted formally to Compliance with our Financier.

  • FINANCIER ISSUES TERM SHEET DRAFT  

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    We will assist in developing a meeting of the minds between borrower and Financier using the Financier’s actual Term Sheet.

  • EXECUTE TERM SHEET  

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    Borrower and Financier execute the Term Sheet.

  • AUTHENTICATION/VALUATION  

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    Financier will confirm authentication/valuation protocols to be followed.

  • LOAN AGREEMENT & SECURITIZATION AGREEMENT  

     - 

    We will work to secure final terms and prepare the transaction for funding.

LIQUIDITY