Working Together

Due Diligence

Our understanding of key due diligence issues when evaluating assets not only protects our investors but enables us to understand the potential impact on the performance of each contract funded.

Submissions

- - - - NDA
        
        Historic data tape
        
        Open / funded portfolio
        
        Underwriting criteria
        
        Profile of underwriter
        
        Operational flow chart
        
        Organization chart
        
        Marketing materials
        
        Company financials

Data Analysis

- - - - Proprietary algorithm developed in-house specifically to value pre-settlement contracts and portfolio
        
        Algorithm-based Monte Carlo simulation
        
        Multi-variate, discrete-event, stochastic simulation forecasts dispersion of expected financial performance of a bespoke portfolios
        
        Asset-level metrics modeled:
        
        Purpose of advanced proceeds
        
        Nature of claim
        
        Type and extent of injury
        
        Status of case/lawsuit
        
        anticipated case value/settlement
        
        Insurance carrier counter-party/defendant
        
        Insurance policy limits and riders

Mutual Non-Disclosure Agreement (NDA)

Interested parties to download, sign and forward the NDA to initiate the exchange of requested information. Click here to download.

Upload Data

- - - - Historic portfolio performance
        
        Open /funded contract portfolio
        
        Note: Please include all data fields specified in the following document