Fund finance and specialty lending
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left-white-arrow Explore Crisil, a company of S&P Global

Formerly known as Global Research & Risk Solutions

Growth in NAV financing and other specialty lending structures is expanding the range and complexity of collateral, cash-flow, and structural risks that lenders must assess. Bespoke structures and evolving bank–private capital partnerships are also increasing the need for stronger underwriting and ongoing surveillance.

Crisil Integral IQ supports subscription, NAV and hybrid facilities, alongside specialty lending structures, across transaction assessment, financial analysis, credit reviews and portfolio monitoring. Our domain-led teams help lenders improve credit decisioning and maintain consistent oversight across complex portfolios.

10+

Global and regional banks supported across fund finance and specialty lending

600+

Fund finance and specialty lending credits supported annually

1,500+

Funds and underlying portfolios analyzed and monitored across subscription, NAV and hybrid facilities

Our solution components

 

 

We assess fund structure, sponsor strength, borrowing base, LP and GP risk ratings, collateral coverage, and repayment sources across subscription, NAV, and hybrid financing structures.

We assess underlying portfolio performance, asset valuations, leverage, concentration, covenant compliance, and cash-flow generation to evaluate borrowing capacity and repayment resilience.

We support across periodic risk-rating assessments, annual credit reviews, new investor analysis, and covenant monitoring.

We support underwriting of bespoke structures where repayment relies on specialized assets, contractual cash flows, or tailored collateral packages.

We evaluate transaction structures, collateral coverage, and downside scenarios to identify vulnerabilities and assess resilience under stressed conditions.

 

 

The problems we solve

Ensuring credit risk assessments remain up to date as fund portfolios evolve

Overview

Refreshing portfolio information, risk drivers, and credit assessments as investments, valuations, and concentrations change—helping lenders respond faster to emerging deterioration.

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

Turning scattered market
data into meaningful
business insights

Mutual fund case

Transforming scattered data into
actionable insights for smarter business
strategies

Read more

 

 

Recognitions

The confidence we deliver is felt across boardrooms, markets, and industries.

 

 

#37 in Chartis RiskTech 100 | 2025

Chartis RiskTech 100 Model Validation | 2025

#49 in Chartis RiskTech 100 | 2024

Chartis RiskTech 100 Model Validation | 2024

Best Companies for women India | 2024

 

 

 

Read more on our recognitions