EXIM
U.S. capacity with an export component
- Underwriting based on customer contracts and projected revenue
- 25% export threshold — compute counts as a U.S. export
- Longer to repay, and easier to qualify for, than private credit
Federal Advisory
Government-backed terms private lenders can't match — for deals that qualify.
Origination and structuring across EXIM, the DFC, and the Department of Energy for deals from $50M to $2B. Typically 200 to 400 basis points a below private credit, with 60 months or more of tenor.
- Direct access to U.S. government programs: EXIM, the DFC, and the Department of Energy.
- Longer to repay, and easier to qualify for, than private credit.
- Relationships built at Treasury level across two administrations.
- Deals from $50M to $2B, run as a standalone advisory mandate.
I.Programs we originate
DFC
AI infrastructure in emerging markets
- Authority expanded to $205B under the FY26 NDAA
- Equity, debt, political risk insurance, and guarantees
- Strategic competition with non-allied financing
Department of Energy
Power-paired infrastructure in the U.S.
- $250B authority through September 2028
- Generation and grid reliability tied to AI campuses
- Loan guarantees and direct loans
— Federal program eligibility is structure-dependent. U.S. content thresholds, deployment geography, and contracted offtake all matter. Assessed in your initial diligence package, at no cost and under NDA.
Request a Call
Talk to us about a federal program mandate.
Send the size, the location, and the export nexus. We assess federal eligibility within 48 hours, at no cost and under NDA.
Confidential. No credit pull, no obligation.
Get a quote
Tell us the size, the asset, the location, and the timing. We'll quote within 48 hours.
Five questions, no data room, no credit pull. $25M to $2B, one counterparty from supplier deposit through term.