From Niche Tool to Global Demand: A Short Update on Capital Protected Financing


What we are seeing from mining, energy, shipping, infrastructure, and real estate sponsors as non dilutive, protected capital moves mainstream.

Over the past few months we have been quieter than usual on public channels. The reason is simple. Demand for the capital protected financing structures we design has accelerated far faster than we anticipated. 

What began as a targeted solution for a small group of long standing institutional clients has grown into a global pipeline that has stretched our prior staffing capacity.

We are financial architects. We do not lend, broker, or raise capital. We design FINMA rated, capital protected structured finance solutions for established issuers that control their own Special Purpose Vehicles and have credible bankability packs. Principal protection at maturity is the senior unsecured obligation of an A rated, FINMA regulated issuing investment bank. Typical issuance starts from USD 20 million, with no upper limit.

The appeal for boards and investment committees is straightforward. These structures provide non dilutive, long term capital where principal is protected at maturity and upside participation is linked to defined economic drivers, whether throughput, MWh, capacity payments, All in Sustaining Cost, tariff baskets, NAV, or similar. Documentation is built to intercreditor standards, with ring fenced SPVs, independent custody and valuation, and reporting designed for audit and regulators rather than marketing.

Because inbound interest now spans mining and critical minerals, shipping and logistics, renewable energy and grid infrastructure, industrial and process platforms, and real estate development, we have to be more disciplined in screening. We will continue to assist, but we will prioritise counterparties that already have assets, permits, offtake, audited financials, insurance frameworks, and a realistic funnel of potential investors or lenders. As we are not a lender, broker, or capital raiser, we are not the right address for startups or pre revenue concepts.

For institutions that recognise themselves in this description and believe a capital protected architecture may be relevant to a specific project or portfolio sleeve, feel free to reach out here or email terrence.w@Invess.sg

Disclaimer

This material is intended for institutional investors only. It is not investment advice and does not constitute an offer or solicitation to buy or sell any security or structure. Invess is a financial architect. We do not lend, broker, or raise capital. Principal protection, where referenced, is the senior unsecured obligation of an A rated, FINMA regulated issuing investment bank at maturity. Minimum issuance size is USD 20 million, with no upper limit.


Originally posted in Substack