Swiss-Based Institutional Funding
A Switzerland-based private investment institution delivering bespoke capital solutions for complex international projects. Specializing in structured finance, mezzanine funding, and strategic credit, it partners with clients to optimize performance while mitigating risk.
With a focus on high-value infrastructure, energy, real estate, and industrial ventures, it leverages an exclusive network of institutional investors to provide flexible, discreet, and performance-driven funding tailored to the unique demands of cross-border transactions.
Investment Services
Boutique investment programs designed for high-value investors, offering customized equity and fixed-rate structures.
Project Finance
Acting as underwriters and fiduciaries to 70+ banks and PE investors, providing alternative funding and advisory services.
Fund Management
Fully regulated investment fund structures through strategic partnerships.
Trading Programs
Access to top global trading desks offering attractive risk-managed programs.
Required Documentation
Business Plan
Detailed business plan description (English).
Feasibility Study
Complete project feasibility analysis.
Marketing Plan
Comprehensive marketing strategy document.
Risk Assessment
Professional risk evaluation report.
PQF & NCNDA
Duly signed PQF & NCNDA agreements.
TAF
Completed Transaction Application Form.
Process – Terms & Conditions
Mezzanine Funding Model
Our innovative mezzanine funding model enables clients to leverage a
modest €2.5 million anchor contribution into substantial
financing ranging from €20 million to €500 million+,
with scalability potential up to €5 billion.
This flexible and cost-efficient structure is designed to support ambitious projects while maintaining attractive interest rates and long-term sustainability.
Client Contribution
Flat €2.5 million, irrespective of project size.
Interest Rate
2% – 4% per annum (industry average: 8% – 12%).
Equity Structure
Regressive, performance-linked equity of 15% – 30%.
Grace Period
Up to 24 months to support initial project execution.
Tenure
7–8 years with optional 2–3 year extension.
Fund Disbursement
2–4 tranches released within 60–120 days.
Cost Structure
Engagement Fee
CHF 25,000 payable upon signing the LOI.
Advisory & Professional Fees
CHF 250,000 – 400,000 covering insurance, advisory, due diligence, structuring & ICRA credit rating.
Site Visit Expenses
Fully borne by the client.
Deloitte Involvement
Flat fee plus success fee, applicable post-closing.
TCG Cost Guarantee (Optional)
Insurance coverage up to €1 million for costs incurred in the past year if final decline occurs.
Success Fee
5% – 6%, charged only on successful closing and embedded into interest rate (≈0.40% – 0.70%).
