LOADLINE

For sponsors & wealth platforms

Give your investors
access to liquidity.

Offer loans against eligible private-market holdings. Loadline connects fund approvals, underwriting, servicing, and third-party capital.

Request a pilot

The proposed workflow

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

    Service the loan

    Monitor collateral, direct agreed distributions, and manage repayment.

Loadline brings together fund records, available secondary-market pricing and lender requirements to prepare credit files and monitor collateral.

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.

Indicative pricing and fees

Offer loans within your
investor relationship.

Investors access cash while retaining exposure to their pledged holdings. Your platform offers the program without funding the loans.

Start with approved funds in your sponsor family. Reuse fund diligence and reporting across investor applications, with individual underwriting and lender approval for each loan.

How the program scales

Pilot programs

Explore a pilot
for your platform.

Tell us about your platform and the investors you serve. Email us to discuss eligibility, funding, and a potential pilot.

Request a pilot