Latest Analysis

Credit Funds

פרסום האנליזות אינו מהווה המלצה להשקעה ואינו מעיד בהכרח שהמשקיע, שהזמין את האנליזה,
החליט להשקיע בקרן. עבור משקיעים שהחליטו לבצע השקעה, אנו נמשיך לעקוב לאורך חיי ההשקעה ונספק אנליזה שנתית, הכל בהתאם להסכמת הקרן להמשך שיתוף הפעולה. המועד המוצג (חודש\שנה) הינו מועד כתיבת האנליזה הראשונית, לבקשת המזמין האנליזה תעודכן לאותה העת. עדכון האנליזות אינו מהווה הצעה לציבור.

HGI Multifamily Credit Fund II

The fund invests in debt backed by multifamily assets in the U.S. through several credit strategies, leveraging HGI’s expertise and more than 40 years of experience as an owner and operator of multifamily assets.

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Raising Capital
Giza Singer Even Mezzanine II
A mezzanine credit fund focused on originating, structuring, and managing complex credit and structured debt transactions for middle-market companies in Israel, managed by Giza Singer Even, one of the country’s most established financial advisory and investment banking firms.

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Raising Capital
IBI Falcon High Yield Fund
The fund’s investment strategy focuses on acquiring and managing non-performing loans (NPLs) in the United States, secured by first-lien residential real estate, including both single-family and multi-family properties.

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Raising Capital
Vintage Credit Opportunity Partners

The fund focuses on investments in the global private credit market, primarily through Credit Secondaries and Portfolio Finance transactions, with the ability to invest in Continuation Funds. In Israel, the fund is represented by Value Advanced Investments, providing access for qualified Israeli investors through a dedicated feeder.

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Raising Capital
BDCM Opportunity Fund VI

BDCM Opportunity Fund VI focuses on opportunistic value investments in industrial and manufacturing companies across North America and Europe, primarily in distressed debt or firms under financial or operational stress that limit their growth prospects. The fund operates a flexible investment model combining equity and debt instruments. It is represented in Israel by Leader Private Capital, which provides qualified Israeli investors with access via a dedicated feeder fund.

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Raising Capital
ICG Europe Fund IX

The fund will primarily make debt investments in the European market, in mid-market companies for their growth and enhancement alongside the management of these companies through structured financing transactions. These transactions include a combination of debt instruments, structured instruments, subordinated debt, and other instruments similar to equity tailored to the portfolio companies.

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Raising Capital
Naftali Shaked Partners II

The fund focuses on subordinated real estate-backed loans in high-demand areas in the US, often establishing a mechanism of pledging 100% of the project shares as collateral.

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Raising Capital
Antares Senior Loan Master Fund III

The fund focuses on direct lending to private middle market companies in North America and specializes in providing senior debt with first lien security to companies held and supported by Private Equity firms.

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Raising Capital
IBI Tevel

The fund invests in commercial credit for businesses in Poland, secured by real estate assets with first-lien mortgages or direct ownership of the assets.
Loan repayments in Poland serve the fund to pay coupons to investors.

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Raising Capital
Fenchurch SPV 3 Limited- Bonds

The Fenchurch Group has issued four series of bonds, varying in payment terms and maturities, across multiple currencies. The capital raised will grant loans to SRA regulated law firms based in England that require funding for various consumer claims. The interest and the repayment of the loans by the borrowers, law firms, serve the company’s debt to the bondholders.

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Raising Capital
Logbook Lending Ltd

The company issues various bonds that differ in terms of currency, maturity, and accrued interest. The capital raised from the bonds is used to offer loans to private individuals across the UK. People who may have poor credit score or are in need to capital urgently, against a collateral.

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Raising Capital
ALTERNATIVE Securitization Fund

The fund offers investors four series of bonds for various periods in three currencies (EUR, USD, CHF), with a coupon that varies according to the currency and the length of the investment. The capital will be used for micro-financing a range of entities, from loans to individual entrepreneurs to startup companies. Additionally, the fund will engage in partnerships with banks, insurance companies, and more.

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Raising Capital
IBI CLO Strategies Fund

Investing in CLO's, structured credit products backed by corporate debt in the US market. The fund invests both in the debt and equity tranches. The fund invests in CLO's in the secondary and primary markets and warehouse stage (during the construction /establishment of the CLO).

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Raising Capital
MPD Legal Administration Services Limited

MPD are raising capital for 2 bonds for a period of 24 months each with different coupons. The capital will be used as loans for "Chase Monro" legal activities in the field of Car Finance Claims. Chase Monro will repay MPD the loan and 70% of the success fees from the claim's profits.

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Raising Capital
Harel Finance Alternative Hamagen Israel

The fund grants loans to real estate entrepreneurs for the purpose of financing middle-market real estate projects in Israel. The investments will be made in partnership with Harel Alternative and Harel Insurance.

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Raising Capital
Bridges 2 | Credit Partnership

The fund specializes in providing non-bank credit related to real estate, primarily for private individuals in Israel. It focuses on real estate in the central region, Jerusalem, and Haifa, offering short-term loans after a complete underwriting.

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Raising Capital
IBI New Consumer Credit Fund 2024 (New CCF)

The fund provides consumer credit in the US through Marketplace companies (platforms) in the US. The fund will operate according to the "series model", which means that the fund will make investments for a certain predetermined period, and at the end of it, it will distribute the cashflow.

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Raising Capital
LendInvest Secured Credit Fund II

The fund grants bridging and development loans to small to medium-sized real estate developers, in United Kingdom with a variety of collaterals.

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Raising Capital
Seven Stars Legal Funding Bond

Seven Stars Legal Funding focuses on non-tradable bonds, aimed to providing funding for legal proceedings on a no win, no fee basis. This bond will finance law firms in England & Wales.

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Raising Capital
Psagot KiWi Business Credit Fund

The fund invests in credit for small businesses in the US, using digital platforms, with the aim of selecting the loans with the most attractive returns.

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Raising Capital
Hamilton Lane Senior Credit Opportunities Fund (“SCOPE”)

Evergeen fund focused on direct lending to private companies located in North America and Europe. The focus is mainly on providing senior debt with first lien collateral.

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Raising Capital
Socially Responsible Investing

The Ogen Group is a non-profit operating as a social credit organization. The bonds, under its management, will allow investment in financing layers of senior debt or regular debt, where each layer of debt offers a different risk-return ratio and is backed by a loan portfolio.

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Fundraising Complete
Monarch Capital Partners VI

The fund operates in the area of distressed debt while identifying potential investments in mid-market underpriced companies.

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Fundraising Complete
CDL Treaty Fund IV

The fund will engage in direct lending, usually as a first lien to mid-market companies.

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Raising Capital
More Debt Fund of Funds

Investments in global leading debt funds, using Multi Strategy.

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Fundraising Complete
Phoenix Ogen Fund

The fund invests in US based companies' credit by purchasing tranches (debt layers) in CLO instruments and focuses on the Mezzanine layers and the BB rating layers.

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Raising Capital
HUD Fund

The fund invests in bridging loans to finance yielding real estate assets, mainly in the healthcare sector in the US, which are about to enter the process of receiving financing with a government guarantee, from the Federal Housing Authority (HUD).

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Raising Capital
IBI Volcano Investments

The fund offers bridge loans to real estate companies in the US solely for the purchase of yielding real estate assets.

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Raising Capital
Benefit Street Partners Special Situations Fund II

The fund will identify investments opportunities in the US credit ecosystem, while taking advantage of volatile market cycles and investments that are underpriced.

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Fundraising Complete
Benefit Street Partners Debt Fund V

The fund will invest in Direct Lending in the United States and will focus mainly on the non-tradable market, first-lender loans, provided to mid-market companies.

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Fundraising Complete
Harel Alternative Co-Invest Credit Fund

The fund will join investments made by Harel Insurance in the structure of co-invest. These investments will be in new loans both in Israel and abroad.

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Fundraising Complete
Pineapple Entropy

The fund invests in consumer credit, real estate credit and credit for small and medium-sized businesses, using Marketplace platforms in the US and Europe.

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Raising Capital
Phoenix Credit Strategies Fund | Pollen Credit III

Providing collateral-backed credit lines to financial entities that provide non-bank credit in the UK and Europe.

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Fundraising Complete
Socially Responsible Investing

The Ogen group is a non-profit organization that operates as a social credit institution. The purpose of the group is to provide access to credit as well as financial guidance to disadvantaged populations in Israe

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Fundraising Complete
Marshall Bridge Fund

The fund provides senior debt and short-term second-degree loans (generally up to 24 months), backed by real estate collateral in England and Germany.

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Raising Capital