Fund finance for lower mid-market investment firms
Facilities from £1m to £25m at fund, holding company or management company level, from lenders who already know your portfolio companies and how you invest.
Built for firms of your size
Most fund finance is designed for large funds. Lower mid-market managers often find the terms, minimum sizes and documentation don't fit. We've worked alongside sponsors in this part of the market for years, so we can lend against the things we already understand: your track record, your portfolio and your plans.
What we provide
Private equity and investment firms with funds of [£Xm to £Xm], investing in UK businesses. [Confirm criteria.]
01
NAV facilities
Funding secured against the value of a fund's portfolio. Managers use it to support follow-on investment in portfolio companies or to return cash to investors before exits.
02
Subscription line facilities
Short-term borrowing secured against investors' commitments to the fund. It lets a manager move quickly on a deal and call capital from investors afterwards.
03
Management company and GP facilities
Funding for the investment firm itself rather than its funds. Typical uses are the GP's commitment to a new fund and growth of the management company.
04
Holding company facilities
Funding at holding company level across a group of portfolio businesses, supporting a group-wide plan where funding each company separately would be less efficient.
Questions
Questions about fund finance
What is a NAV facility?
A loan to a fund secured against the value of its portfolio, typically used to fund follow-on investment or return cash to investors before exits.
Looking at a facility for your fund?
Tell us about the fund, the portfolio and what you need the facility to do. We'll come back quickly with a view.