LOADLINE

For advisors, wealth platforms & fund sponsors

Your clients need liquidity.
They don’t have to sell their private investments to get it.

Loadline is developing lending programs that let eligible investors borrow against private-fund holdings through their advisor or fund sponsor, with third-party lenders providing the capital.

Explore a founding-partner program

One program, from eligibility to repayment

From a fund holding
to a funded loan.

  1. 01

    Approve the holding

    Confirm fund eligibility, sponsor permissions, and administrator data.

  2. 02

    Assess the credit

    Review the borrower and collateral. Apply valuation haircuts and conservative borrowing limits.

  3. 03

    Connect the capital

    A third-party lender approves and funds the loan under agreed terms.

  4. 04

    Coordinate administration

    An appointed servicer handles payments and repayment. Loadline would support reporting and exception tracking.

Start with a defined set of funds and a lending partner. Establish the documentation and reporting framework, then use it across individually underwritten applications.

A loan against the holding

Illustrative example

$1,000,000

Eligible fund holdings

$250,000

Example loan at 25% initial LTV

The investment remains pledged.
The investor receives loan proceeds.

Subject to eligibility, valuation haircuts, underwriting, and fund consent. Not a credit offer.

How eligibility and terms are determined

Keep the relationship.
Add a liquidity option.

For advisory firms and platforms with recurring investor liquidity needs. Build a lending program around your client base, eligible holdings, and a third-party capital partner.

The proposed program coordinates fund diligence, pledge permissions, applications, and reporting. Each loan remains subject to borrower underwriting and lender approval. Program economics and any risk commitments are agreed before launch.

How the program scales

Founding program partners

Build your investor
liquidity program.

We are working toward an initial program with an advisor, wealth platform, or fund sponsor and a lending partner. Tell us about the holdings your clients own, the borrowing amounts they request, and how you handle those requests today.

Explore a founding-partner program