Private Lending & Structured Debt Advisory (via PE)

Private Lending & Structured Debt Advisory is a flagship solution offered by Epiidosis Global Finance to address complex liquidity, expansion, or project financing needs for businesses that may not fit traditional bank lending models. Our offering leverages relationships with private equity firms, high-net-worth investors, and alternative financiers to deliver bespoke asset-backed lending strategies, often within aggressive timelines.

 

We operate at the intersection of strategic financial structuring, investor syndication, and risk-adjusted funding models to unlock private debt opportunities ranging from $1 million to $100 million+, tailored specifically for mid-sized to large enterprises.

Beneficiary Profiles

Who This Service Is For

This advisory is ideal for businesses or asset owners with strong fundamentals but complex capital needs

Real Estate Developers

Needing bridge loans or pre-sales finance

Commodity Traders

Seeking working capital against physical stock

Manufacturers

Requiring capex or refinancing existing obligations

Business Owners

Offering collateral like land, equipment, receivables, gold, or offshore securities

Family Offices and Fund Managers

Exploring high-yield placement of capital via asset-backed instruments

1. Preliminary Financial Review
  • Confidential evaluation of balance sheet, asset pool, and liabilities
  • Debt service capacity & interest coverage analysis
  • Determination of funding strategy (e.g., secured, mezzanine, convertible)
3. Investor/PE Syndicate Alignment
  • Shortlisting of qualified PE partners or private lenders
  • Investment teaser preparation & data room curation
  • Coordination of non-binding interest (NBO) and intent to fund
5. Deal Execution & Facilitation
  • Term sheet negotiation & drafting
  • LOI & commitment letter alignment
  • Coordination of legal documentation and investor meetings
2. Structuring Framework Design
  • Optimal debt instrument (e.g., bridge loan, convertible note, NCD)
  • Security structuring (asset lien, share pledge, UBO compliance)
  • Return profile and repayment plan design
4. Asset Due Diligence & Legal Mapping
  • Third-party valuation & technical due diligence (where required)
  • Title verification, encumbrance check, and risk scoring
  • Regulatory & jurisdictional compliance analysis (ADGM, DIFC, offshore, etc.)
Post-Disbursement Oversight (Optional)
  • Tranche release oversight, escrow monitoring
  • Repayment milestone tracking
  • Secondary investor exit structuring (if applicable)

Key Deliverables

Each engagement includes a suite of deliverables across strategic, legal, and financial functions:

Financial Strategy

Debt plan, funding structure, interest/reward design

Legal Structuring

Term Sheet, LOI, Investor Mandates, Security Agreements

Asset Analysis

Collateral audit, valuation reports, risk register

Syndication Support

Investor introduction, deal briefing, roadshow coordination

Documentation

Final legal pack for drawdown/disbursement

 

Regulatory Compliance

Mapping to applicable laws (UAE, India, offshore)

Instruments We Advise On

We provide structuring and placement advisory on a wide range of private debt products

Bridge Loans (short-term capital gaps)
Convertible Notes / Debentures
Non-Convertible Debentures (NCDs) with fixed coupon
Asset-Backed Loans (real estate, commodities, receivables, equity shares)
High-Yield Structured Notes for sophisticated lenders
Debt Placement through Custodian Guarantees (e.g. Gold, Platinum)
Advisory Fees
$15,000 – $100,000
based on deal complexity and scope
Success Fee
1% - 3%
Of capital raised/disbursed
Optional Legal Add-on
$5,000 – $25,000

Additional if legal drafting is required by our partner firm

Note: All fees are subject to final engagement terms and due diligence outcome.

Timelines

Phase Duration Estimate
Preliminary Assessment 3 – 5 business days
Structuring & Teaser Prep 1 – 2 weeks
Investor Introduction & NBOs 2 – 4 weeks
Legal Documentation 2 – 3 weeks
Disbursement & Oversight 1 – 3 weeks post-execution
Total Advisory Timeline 📆 4 to 12 weeks
(dependent on client readiness, asset documentation, and investor diligence cycle)

Confidentiality & Compliance

All engagements are bound by a Mutual Non-Disclosure Agreement (MNDA) and a Letter of Engagement (LOE) clearly defining scope, timelines, and payment terms. We maintain strict adherence to:

UAE AML-CFT regulations
ADGM/DIFC compliance norms
OECD CRS/FATCA standards (for cross-border transactions)
Global Presence

Global Reach & Access

Our investor network spans

United States
(Private Credit & Mezz Funds)
United Kingdom
(Boutique PE Firms)
UAE
(Family Offices & HNIs)
India
(NBFCs & Private Wealth Managers)
Singapore
(Structured Product Lenders)
Luxembourg
(Structured Product Lenders)

Why Choose Epiidosis?

✔ Global Access to Capital Pools
✔ Expertise in Asset-Backed Structuring
✔Regulatory Clarity & Jurisdictional Mapping
✔ Hands-On Deal Execution Support
✔ Investor & Borrower Confidentiality Guaranteed