Institutional infrastructure for private credit deal execution
Raise more capital, faster, without adding headcount.
CapStackr gives sponsor and boutique deal teams the infrastructure to run an institutional grade debt raise: a market read before launch, lenders ranked by likelihood to close, and one structured workflow from launch to funds deployed.
Human-led, AI-assisted.
Project Juniper - Ashford Credit Partners 92 IOI received
- Oakmont Direct Lending 88 In data room
- Parkview Capital 81 NDA signed
- Pemberton Private Credit 74 Invited
- Astoria Mezzanine 63 Passed
placing middle market debt, across the founding team
active lender relationships on day one
from deal creation to funds deployed, in one workflow
The problem
Institutional grade debt raises, without institutional infrastructure.
Sponsors and boutiques run the same raise a bulge bracket desk would, with none of the tooling. Three things break.
Manual execution
Lender outreach, document control and term collection run on email, Excel and the phone, absorbing senior capacity on low value administrative work.
Limited distribution
Without dedicated capital markets staff or a current view of lender appetite, deal teams reach only the lenders they know, limiting coverage and pricing tension.
Fragmented memory
Deal history lives in email threads, redlined PDFs and scattered spreadsheets. It is lost when a deal closes or a team member leaves, so every raise starts from scratch.
The platform
What changes with CapStackr.
The full deal, from market read to close, on one platform built by people who have run the process by hand.
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Market read
With CapStackr Indicative pricing and structure before launch, grounded in live lender market colour.
The usual process Launch, then find out what the market thinks.
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Lender matching
With CapStackr Lenders scored against the deal profile and ranked by likelihood to close, with the reasoning shown.
The usual process The lenders the team already knows.
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Launch to close
With CapStackr One structured workflow: NDAs, data room access, lender Q&A and IOIs in a standard format.
The usual process Email, Excel and the phone.
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NDA negotiation
With CapStackr Negotiated, redlined and signed in platform.
The usual process Redlined PDFs bouncing between inboxes.
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Term comparison
With CapStackr Incoming IOIs parsed into one format and compared side by side.
The usual process Retyped into a spreadsheet, one lender at a time.
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Deal memory
With CapStackr Every approach, pass and term movement kept in a structured record that sharpens the next raise.
The usual process Gone when the deal closes or someone leaves.
How it works
From deal creation to funds deployed, in a single workflow.
Clients direct every decision. CapStackr provides the infrastructure, the market read and the support.
- 01 Human-led, AI-assisted
Create the deal
The sponsor submits the transaction and its own materials in a standard format, with templates available and CapStackr review.
- 02 Human-led, AI-assisted
Desk read
CapStackr reviews the materials and returns indicative pricing and structure the market will clear.
- 03 AI-scored, human-reviewed
Lender match
Lenders are scored against the deal profile, with the reason behind each score shown, and the sponsor selects who to approach.
- 04 Human-led, AI-assisted
Launch and NDA
A packaged offering replaces the manual email, with NDA negotiation, signature and data room access handled in platform.
- 05 AI comparison, human negotiation
IOI and negotiation
Incoming IOIs are parsed into a standard format and compared side by side, with terms negotiated on screen.
- 06 AI-driven, human oversight
Award and close
The winning lender is awarded and the remaining lenders are released automatically, with credit agreement and funds flow completed in platform.
Two ways to work with us
Run the process yourself, or have us run it.
Navigate the market yourself
Your team runs the raise on the platform with CapStackr supporting: the market read, the lender ranking, the templates and the workflow are yours to drive.
Have CapStackr run it
CapStackr faces the market on your behalf, from desk read through award, with you directing every decision on screen.
Client impact
More deals per team, without more team.
Certainty of close
Each deal goes to the lenders most likely to fund it at market clearing terms.
Speed to market
From launch to indicative terms to close in a materially shorter cycle.
Retained precedent
Each raise begins from the firm’s accumulated record of lenders, terms and outcomes.
Lower cost
Execution costs a sponsor 30% to 60% less than a comparable advisory mandate. Confirm the range is one we want to publish.
Who it is for
Deal teams that raise debt without a capital markets desk.
Private equity sponsors
Funds without an internal capital markets function, typically on a second or third fund, raising a few times a year.
Boutique advisors
Single shingle to fifteen people, executing capital raises alongside sell-side M&A, with the same friction and no budget to solve it.
Lenders
Deals matched to your appetite, standard packages, one process for NDAs, questions and IOIs, and a decision when the sponsor makes one.
Team
Built by people who have placed the debt themselves.
CapStackr is led by capital markets practitioners with decades of combined experience structuring and executing middle market debt financings, and a technology lead from regulated industry.
Some Banker
Co-Founder and CEO
Two sentences: background, what he leads at CapStackr.
Some Banker
Co-Founder and VP
Two sentences: background, what he runs at CapStackr.
Advisors
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Advisor name
Firm and title
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Advisor name
Firm and title
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Advisor name
Firm and title
Get in touch
Two sides to every deal. Tell us which one you are on.
I am raising capital
Sponsors and advisors with a raise ahead, or a process they want to run better.
Talk to usI am a lender
Direct lenders and banks who want deal flow matched to their appetite.
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