We experienced that credX is capable of handling complex financing requests, requiring a targeted investor approach and a close relationship with the lender.
Peter Dietrich | Alexander Dold
CEO Hilee | Vorstand Interra
Financing-as-a-Service
More efficient B2B financing
We connect capital borrowers and capital providers
Experienced real estate asset managers and developers
- with ongoing financing needs (two transactions p.a., often much more)
- professional acquisition and financing processes
- substantial financing needs per individual transaction
Companies with good credit quality or even capital market capability if applicable
We serve as your extended workbench for financing tenders
Deal advisors
- with trust-based client relationships, which have usually developed over many years.
- who intensively support their clients in the planning and implementation of their projects, for example, in the commercial analysis and budgeting of the project, sales and leasing options, price negotiations, etc.
Your customer portal and extended capital provider network
Large and mortgage banks.
Savings banks and cooperative banks, especially institutions with the larger lending facilities or special expertise in real estate financing.
Alternative lenders such as insurance companies, other pension providers, and credit funds, as well as family offices (no private investors and semi-professional investors).
Private banks and foreign banks, which are active in real estate financing.
Locally active capital providers.
Support for your origination and credit review
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Top tier companies are already using us
In the follow-up financing of a real estate portfolio, credX has not only requested all relevant capital providers, but also supported the entire transaction through to disbursement via the platform and the account manager. With such an “extended workbench”, we can manage financing very efficiently.
Alan Joffe
Managing Director
Due to the digital platform working with credX is very transparent and efficient. We see great potential for future tenders and will use and recommend the platform further.
Ewald Schwenger
CFO | Managing Partner
We have already succesfully used the credX platform several times. The decisive factors for us are the high level of expertise, credX’s very good standing with the banks and the structured, transparent approach.
Philipp Schnabel
Leiter Finanzierung, Mitglied der Geschäftsleitung
Franco Fresco
With credX we were able to close an optimal financing for our new production facility. The market access and support from the team and platform contributed a lot to our finance department being able to efficiently execute a complex financing alongside the day-to-day business.
Christoph Schramm
Geschäftsführer
Having conducted already several transactions with credX, we acknowledge that we can impove our financing process by using the know how of credX and its digital infrastructure.
Christian Holz | Tim Lerner
Vorstand | Head of Portfolio Management
We tender loans on credX since we get meaningful and robust feedback from all relevant potential lenders in due time.
Martin Führlein
Vorstand / Bord member, Geschäftsführer / Managing Director
Choose from a wide range of financings
We give our best for your success
Digital platform with practical modules
- Data room and document management
- Selection of capital providers and order management
- Status reports and quotations
- Task management and communication module
Additional modules for underwriting processes
- Electronic Order Book
- Allocations
Core functions
- Instant stand alone web solution
- Intuitive operation, easy to learn on the fly
- ‘Golden’ data source for all stakeholders with always consistent, quality-assured data and documents
- Digital cockpit with all essential information about the transaction
- Outsourcing processes to our platform is possible, but not required
- Audit-proof (Audit trail)
Security
- Hosted by AWS on German servers in a highly secure, certified environment
- Technical administration by valantic
Experienced transaction support teams
- Relationship management with many years of transaction experience at leading banking institutions
- Specialist team and lender support with relevant banking and treasury experience
- Available via the platform, e-mail, webco and phone
Comprehensive personal support
- Operating the platform
- Information on current market events (conditions, possible structures, market participants)
- Preparation of information (infomemo, data room, Q&A)
- answering emerging questions
- Preparation and explanation of offers and contracts
- Participate in negotiations if desired.
- Optional: support for obtaining information and documents and creating documents for the data room
Two Basic Processes, Many Tools
- Tendering process from structuring to payment
- MiFiD compatible issuing process
- Broad range of instruments across the capital structure
A unified set of rules
- Transparent, fair rules that apply to all parties
- Admission as a securities broker according to WpIG
- Supervision by BaFin and Bundesbank
- Annual financial statements and WpHG audit by top 10 auditors
- German and English versions
Description of services
- Gain first insights by our product video:
- For registered users, there are detailed tutorials available
