Commercial lending

    Complexmulti-entity facilities

    Complex facilities, covenants, and relationship-driven approvals for larger deals. Model the entire borrowing group (entities, guarantors, and securities) and assess aggregate exposure on one case.

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    Group exposure assessed

    $85M

    Holdings · operating entities · trusts · guarantors

    Multi-entity native
    Full audit trail

    Group

    Borrowing-structure modelling

    Cross

    Collateralised security mapping

    DLA

    Delegated lending authority

    100%

    Evidence on every approval

    Borrowing structures

    Model the whole group, not just the borrower

    Commercial deals rarely sit with a single entity. Cloudcase maps the complete borrowing group (holding companies, operating entities, trusts, guarantors, and securities) so aggregate exposure and covenants are assessed as a whole.

    • Holding companies, operating entities, trusts, and partnerships in one structure
    • Directors and guarantors linked with their own assessments
    • Securities and cross-collateralisation mapped to the right entities
    • Aggregate group exposure and covenants assessed as a whole

    Meridian Holdings Pty Ltd

    Borrowing group · Head entity

    Meridian Trading

    Operating entity

    2 Guarantors

    Directors · linked assessment

    Meridian Property

    Asset-holding entity

    Security: 2 properties

    Cross-collateralised

    Why it's different

    Complexity handled, not worked around

    Manual commercial lending

    Deals held together by spreadsheets

    • ×Group structures rebuilt by hand for every review
    • ×Securities and guarantees tracked in side documents
    • ×Aggregate exposure stitched together across systems
    • ×Covenants monitored manually and missed
    • ×Approval authority and exceptions hard to evidence
    With Cloudcase

    The structure lives in the case

    • Entities, guarantors, and securities modelled on one case
    • Cross-collateralisation mapped to the right entities
    • Aggregate group exposure assessed in real time
    • Covenants tracked with evidence and alerts
    • Delegated authority and exceptions fully audited

    Built for larger deals

    Control across the facility lifecycle

    01

    Structure

    Build multi-facility, multi-entity deals with distinct terms and securities.

    Multi-facilitySecurities
    DLA matrixExceptions

    02

    Approve

    Route to the right delegated authority by exposure, with evidenced exceptions.

    03

    Monitor

    Track covenants, reviews, and limits with alerts across the life of the facility.

    CovenantsReviews
    VariationsReviews

    04

    Manage

    Variations, extensions, and annual reviews handled as governed, auditable cases.

    Originate complex commercial deals with confidence

    See whole-of-group modelling, aggregate exposure, covenant tracking, and delegated approval on one auditable case.

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