Portfolio securitization
A recurring, sufficiently diversified pool of receivables may support financing through a dedicated vehicle. Eligibility rules, reserves, legal structuring, and ongoing performance reporting are central to the assessment.
Explore financial advisory and financing solutions, alongside commercial representation and business development for specialist companies. Each engagement starts with your goals and a clearly agreed scope.
Bluefoot helps specialist companies develop qualified opportunities, build relationships with decision-makers, and coordinate the commercial process. We act as an introducer and relationship partner, with technical delivery led by the specialist provider.
Agree on the offering, target market, ideal client, and responsibilities.
Identify relevant prospects, introduce the proposition, and support productive conversations.
Coordinate follow-up with your team and maintain the relationship within the agreed mandate.
Scope, responsibilities, and compensation are agreed for each engagement.
Discuss a partnershipBridge, working capital, long-term & trade finance
We structure and place financing across bridge, working capital, long-term, and trade finance — sized, priced, and documented to match the institution funding it, whether that's an ECA, a DFI, a government institution, or a private lender.
Funding supported by loan portfolios and eligible assets
Financing against eligible receivables, trade finance assets, or loan portfolios may involve a purchase, factoring facility, asset-backed loan, or securitization. We assess portfolio eligibility, concentration, reserves, legal issues, reporting needs, and potential funding sources with relevant specialists.
Our fee structure is aligned with getting your mandate funded — not with billing hours.
Upon accepting a mandate, we charge a fee covering initial screening, structuring, and preparation of the transaction for presentation to financing institutions. This fee varies by transaction complexity and is agreed in writing before work begins.
The majority of our compensation is results-based, paid only upon disbursement of funds — not upon signing, approval, or term sheet. If the financing doesn't fund, we don't collect this portion. Major institutional funders don't release capital until disbursement; we structure our own compensation the same way.
Fee percentages are scaled by transaction size and complexity and confirmed for each mandate before engagement begins. We're happy to walk through specifics on an initial call.
Being direct about fit saves everyone time. Here's what we look for before taking on a mandate.
Documentation and readiness expectations differ by product. Here's what to have ready.
| Product | What we'll need |
|---|---|
| Securitizations | A seasoned, performing pool of receivables or loans with historical performance data, and servicing capability for the underlying assets. |
| Working Capital / Short-Term Loans | Current financials, a defined borrowing base, and a clear short-term use of funds. |
| Long-Term / Project Financing | Audited financials, multi-year projections, and full project-level due diligence — feasibility, offtake, and construction or completion risk where applicable. |
| Trade Finance | Transaction-specific documentation — purchase orders, sales contracts, or offtake agreements — and, where ECA-eligible, documentation supporting export content. |
Every mandate goes through institutional-grade review before it's presented to a financing partner.
Audited financial statements — historical financials with an independent audit opinion, covering the relevant reporting periods.
Financial projections — forward-looking statements supporting the repayment or performance case, with underlying assumptions documented.
Corporate & legal structure — ownership, governance, and any cross-border structuring relevant to the transaction.
KYC / AML & source of funds — standard verification required by ECAs, DFIs, and government institutions.
Asset & collateral review — underlying receivables, loan pools, or project assets, as applicable to the product.
Regulatory & sector review — permits, licenses, and compliance relevant to the sector and jurisdiction.
Bluefoot Advisors helps companies and financial institutions evaluate financing backed by receivables and other eligible assets. We review the portfolio, identify a suitable structure, and coordinate with specialist partners and potential funding sources. The right solution depends on the assets, customer concentration, jurisdiction, reporting capacity, and timing.
A recurring, sufficiently diversified pool of receivables may support financing through a dedicated vehicle. Eligibility rules, reserves, legal structuring, and ongoing performance reporting are central to the assessment.
Selling or financing invoices may suit a smaller or more concentrated portfolio. Terms may include recourse or non-recourse arrangements, depending on the buyers, receivables, and provider.
Programs can be designed around a buyer, supplier network, or cross-border trade flow. We assess payment terms, obligor risk, collection mechanics, and local legal requirements.
Where receivables are financed alongside other eligible assets, an asset-backed loan or secured working capital facility may be a better fit than a receivables sale.
We start with the financing objective, approximate portfolio balance, countries and currencies, customer concentration, invoice aging, historical losses and credits, collection practices, and desired timing. This helps determine whether a detailed portfolio assessment is warranted.
Discuss a receivables mandateAvailability, advance rates, recourse, pricing, accounting treatment, and timing depend on due diligence, documentation, and funder approval. Bluefoot Advisors is an independent advisor and intermediary; it does not provide or guarantee financing.