Investment process
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Origination
Initial investment evaluation through this step we asses needs, customer and transaction adherence within fund rules
and make an initial offer. Key for us is to establish customer transaction identification. -
Underwriting
Detailed investment evaluation depends on complexity and riskiness of the transaction and/or investment target.
To review a potential investment fund conducts a Due Diligence scope of which depends on investment complexity (legal, financial, tax, technical or environmental) -
Administration
Contracting and Investment monitoring set up. In this phase Portfolio monitoring team takes over from Front Office team
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Loan Maintenance
We are actively managing all our portfolio positions during vesting period and post investment (during loan amortization)
Modification of the structure based on investment progress (investment period, cost overruns)