Investor Path
Deploying into ABF
A framework for credit funds evaluating and executing ABF opportunities.
Pillar 1
Diligencing the Deal
How to evaluate an originator—servicing quality, internal controls, credit policy adherence, and operational risk.
- • Originator assessment framework
- • Servicing and operational diligence
- • Credit policy and underwriting review
- • Data and reporting capabilities
- • Red flags and deal-breakers
Pillar 2
Structuring the Deal
Managing risk through structure—advance rates, covenants, triggers, and the borrowing base.
- • Risk identification and mitigation
- • Advance rate and concentration limits
- • Covenant design and monitoring
- • Triggers and early amortization
- • Waterfall mechanics
Pillar 3
Running Your Deal Process
The mechanics of getting a deal done—from initial screen to funding.
- • Deal sourcing and pipeline
- • Initial screening criteria
- • Diligence workflow and timeline
- • Investment committee process
- • Documentation and closing
Asset class deep dives
Market views, key players, and collateral evaluation frameworks specific to each asset class.
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