Whitepapers
In-depth research and analysis on alternative asset lending, regulatory frameworks, and implementation strategies for financial institutions.
The Alternative Asset Lending Opportunity
Credit unions and community banks are leaving billions on the table. Members hold $12 trillion in alternative assets, but traditional lending...
UCC Article 12 Implementation Guide
UCC Article 12 creates the first uniform legal framework for digital asset collateral. Twenty-three states have adopted it; more are pending....
UCC Perfection Guide for Financial Institutions
$12 trillion in alternative assets now eligible as loan collateral, and proper UCC perfection determines whether your security interest survives a...
UCC Article 8 and 12 Framework
Traditional securities fall under UCC Article 8. Digital assets require the new Article 12 framework. Tokenized securities create a boundary problem...
Private Equity Valuation for Lending
Private equity holdings represent one of the largest untapped collateral pools for financial institutions. GP/LP structure complexities, capital call...
Implementing Pledged-Asset Lending - A Framework for Financial Institutions
Launching a pledged-asset lending program requires coordinated effort across credit, operations, technology, compliance, and marketing, and the...
Alternative Asset Valuation Methodology
Valuing a pre-IPO startup or private equity fund interest for lending purposes requires more than a stale 409A or quarterly NAV statement. The...
Credit Union Alternative Lending Playbook
Your members are taking their alternative assets to Wall Street because they assume you cannot help them. Ninety days from board approval to first...
The Economics of Invisible Wealth
$20 trillion in alternative assets sits invisible to traditional lending systems. Millennials are inheriting the largest wealth transfer in history -...
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