Institutional Credit & Debt Advisory

Independent, policy-based credit advice for funds, Capital Market Institutions and qualified investors.

We provide credit advice grounded in best-practice credit policies to direct financing funds, special purpose vehicles and institutional and qualified investors, within the scope permitted by our CMA license. We do not manage investments, arrange, execute or structure issuances.

01

Financing Portfolio Advisory

For financing funds and relevant financial institutions
  • Portfolio assessment
  • Sale and transfer analysis
  • Credit portfolio evaluation
  • Structuring recommendations
  • Portfolio monetisation analysis
02

Structured Credit & Securitisation Advisory

For direct financing funds and special purpose vehicles
  • Asset analysis
  • Cash-flow modelling
  • Default scenarios
  • Prepayment analysis
  • Tranche analysis
  • Credit enhancement analysis
  • Pricing considerations
03

Investor Advisory

For institutional and qualified investors
  • Independent credit analysis
  • Debt instrument assessment
  • Tranche risk / return analysis
  • Suitability assessment
  • Investment recommendations within the permitted regulatory scope
How a mandate works

Portfolio to investor, with independent analysis at each step.

01

Financing fund

Holds an SME financing portfolio and seeks to release capital.

02

Credx Capital advice

Portfolio credit analysis, default and prepayment scenarios, structuring and pricing recommendations.

03

Issuance via SPV

Sale and transfer of debt instruments; asset-backed securities issued by the SPV. Arranged by third parties, not Credx Capital.

04

Investor suitability

Independent tranche analysis and the suitability report required under the Capital Market Institutions Regulations, for each institutional or qualified investor.

Regulatory scope

Advisory services are provided on debt instruments to Capital Market Institutions, direct financing funds registered with the CMA, SPVs, and institutional and qualified investors. Credx Capital does not participate in structuring or arranging issuances and does not execute transactions.