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

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• Comprehensive, up-to-date market information for structuring and project budgeting
• Market-wide tenders in all common instruments
• Quick answers from the capital providers without negative surprises in the further process
• Significant reduction of capital costs through demonstrably more favorable financing, taking into account all relevant value drivers
• Internal resources are relieved from administrative tasks
• Covering peak loads
• Full control over the process, all essential pieces of information are available on the platform at any time

Only performance-based transaction fees are incurred when using the platform. Cost advantages from economies of scale and digitization are taken into account. Fees are regulated by the price list and agreed transparently when an individual transaction is commissioned.

  • Comprehensive, up-to-date market information for structuring and project budgeting
  • Market-wide tenders
  • Quick answers from the capital providers without negative surprises in the further process
  • Significant reduction of capital costs through demonstrably more favorable financing, taking into account all relevant value drivers
  • Internal resources are relieved from administrative tasks
  • Covering peak loads
  • Full control over the process, all essential pieces of information are available on the platform at any time

Only performance-based transaction fees are incurred when using the platform. Cost advantages from economies of scale and digitization are taken into account. Fees are regulated by the price list and agreed transparently when an individual transaction is commissioned.

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

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Adding value for your clients through

• Advanced and easier access to market information and capital providers
• Digital user experience: high transparency and information security for you and your clients throughout the transaction process
• Possible to present yourself with your own branding and client protection agreements

Optimization of your resources through

• Relief from administrative activities
• Best practice processes, which are digitalized and aligned with lenders
• State of the Art Gen AI analyses

Adding value to your clients by

  • expanded and easier access to information and lenders
  • AI-supported document preparation: saves time and ensures quality
  • digital user experience: high transparency and information security for you and your clients over the entire transaction
  • Possible appearance with own branding and customer protection agreements

Optimization of your resources:

  • Relieving the burden of administrative tasks
  • Best practice processes, which are digitalized and aligned with lenders
  • State of the Art Gen AI analyses

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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Instantly more profitable business without additional resources:

• Receive inquiries with perfect-fit and high probability of closing
• Structured transaction process and quality-assured information (low processing effort, few failed attempts)
• Market information supports business management
• Digitization of credit processes without own IT development effort

The use of the platform for capital providers is free of charge. As a rule, capital borrowers bear our purely success-based fees, which take into account cost advantages from economies of scale and digitization.

With our managed services, we also support you with inquiries that you receive directly from the borrower: AI-supported KYC analysis, preparation of financing inquiries with generative AI according to your individual specifications.

Instantly more profitable business without additional resources:

  • Receive accurate queries with high probability of completion
  • Structured transaction process and quality-assured information (low processing effort, few failed attempts)
  • Market information supports business management
  • Digitizing credit processes without in-house IT development efforts

The use of the platform  for capital providers is free of charge. As a rule, borrowers bear our purely success-based fees, which take into account cost advantages from economies of scale and digitization.

With our managed services, we also support you with inquiries that you receive directly from the borrower: AI-supported KYC analysis, preparation of financing inquiries with generative AI according to your individual specifications.

Efficient

Efficient

We have harnessed the platform economy for B2B-financings:
digital processes,
scale and network effects.

Transparent

Transparent

All important information available on one platform 24/7.
Consistent, well-documented rules for all stakeholders.

Low-priced

Low-priced

Fair, success-dependend transaction fees.

Quality

Quality

 We only place promising inquiries
specifically to suitable capital providers
– with only the necessary information:
comprehensive, precise, and decision oriented.

Top tier companies are already using us

What capital providers say about us

Our capital provider network includes over 400 banks, savings banks and alternative financiers of all sizes in all regions; we continue to expand it with every request. The following testimonials from these capital providers show how much they appreciate working with us.

Choose from a wide range of financings

Asset classes

real estate financings,
all asset/risk classes including land banking,
selectively infrastructure
and corporate financings.

Financings

Project and inventory financings
including acquisition, subdivision, developer,
and bridge financings.

Capital structure

senior
mezzanine
whole Loan.

Regions

Germany
Austria

selectively also other European countries.

Instruments

secured loan
unsecured loan
syndicated loan
further instruments representable via partners

Volume

from ~€5 million senior
or from ~€2 million mezzanine.

For borrowers who raise capital more frequently, also smaller individual transactions.

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 (Financing Memorandum, 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

Daniel Böhm

Analysis and Support

Michael Müller

Investor Relations

Daniela Cremer

Analysis and Support

Paul Zelder

Head of Origination

Two Basic Processes, Many Financing Options

  • Tendering process from structuring to payment
  • Issuing process
  • Broad range across the capital structure

A unified set of rules

  • Transparent, fair rules that apply to all parties
  • General and special terms and conditions; price list
  • Quality-assured, standardized presentation of the financing project and offers
  • German and English as platform language

Description of services

  • Gain first insights by our product video:
  • For registered users, there are detailed tutorials available

Benefit from the rapid development of generative AI with us

Thanks to Generative AI, it has become possible to efficiently evaluate complex, unstructured documents, such as those commonly used in real estate transactions, by machine. We use Generative AI very successfully for our own processes, e.g. when setting up and evaluating financing data rooms, selecting capital providers, evaluating indications and term sheets and reviewing lease and credit agreements.

Together with our Gen AI technology partners deepset and Fakir IT, we have created an analysis tool specialized for real estate documents that saves us 30-40% analysis time. It not only enables the creation of financing memoranda, but can be used for a wide range of evaluations of data rooms of any size, e.g. for real estate transactions, project management or asset management of individual properties and portfolios.

This is how we support your entire financing process

Tendering process

Structuring,
Pre-inquiry (optional),
Prepare financing request
Obtain indications
Collect term sheet
Get credit approval
Reconcile documentation and fulfill disbursement
conditions

You can view more information in the desktop view

How can I use credX Financing-as-a-Service?

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