Strategy & Execution

Lender Presentation & Bank Pack

The pack that presents a borrower to banks and credit funds.

Lender Presentation & Bank PackImage · Lender Presentation & Bank Pack
Overview

A lender presentation, or bank pack, presents a borrower and a financing request to banks and credit funds, covering the business, the ask, security and repayment. Matchpoint builds lender packs that answer a credit committee’s questions before they are asked.

As part of our Strategy & Execution practice, Matchpoint Partners has originated and led $2+ billion of transactions across four continents, and every strategy & execution mandate is led by a partner, from first call to close.

How Matchpoint helps

Our role on lender presentation & bank pack mandates

  • Business overview and financing request
  • Security, structure and repayment capacity
  • Financials, projections and covenant headroom
  • Credit-committee-ready presentation
Questions, answered

Lender Presentation & Bank Pack — frequently asked questions

The document that presents a borrower and its financing request to lenders, covering the business, the amount and use, the security and the capacity to repay, written for a credit committee.

Clear repayment capacity, credible projections, adequate security and covenant headroom. We build the pack to answer those questions up front.

Two connected things: value-creation strategy and transformation (sharpening the equity story, operating and margin improvement, transaction readiness), and the hands-on execution behind a raise or restructuring — financial modelling (three-statement, DCF, LBO, project finance, 13-week cash flow), investor documentation (information memorandum, pitch deck, business plan, data room), fundraising support (strategy, investor mapping, outreach, term-sheet and cap-table advisory) and turnaround support (valuation, due-diligence prep, IBR, lender packs).

Yes. These services are delivered on a monthly retainer or per deliverable, so a company that needs strategy input, a model, an IM or a full fundraising process can bring in senior corporate finance capability without hiring a team.

Founders, promoters, developers and management teams that need capital and need the strategy, modelling, documentation and process done to an institutional standard — including businesses under time or liquidity pressure.

Engagements ordinarily combine a retainer with a success fee. Terms are agreed in writing before work begins and calibrated to the mandate’s size, scope and complexity.

Most mandates reach a first term sheet within 30 days, depending on diligence readiness and structure; closing follows once terms are agreed.

A short, confidential scoping call and NDA; we structure the requirement and prepare materials, then run a competitive process across our 5,000+ investor and lender relationships, and negotiate to close — with a partner leading at every step.

Matchpoint Partners is based in the UAE and runs cross-border mandates across the UAE, KSA, India and the UK, with active deal activity in wider Europe, Singapore and the United States.

Matchpoint undertakes corporate finance, financing, M&A and fund-placement mandates from USD 5m upwards, subject to mandate fit, diligence, applicable regulation, capacity and a written engagement. The partner team has originated and led $2+ billion of transactions.

Use the enquiry form, email contact@matchpoint-partners.com, or call/WhatsApp +971 52 345 1119. Every mandate is led by a partner from the very first conversation.

Yes. Confidential information is handled under the engagement terms and any applicable non-disclosure agreement.

Interested in lender presentation & bank pack?

Tell us your requirement and a partner will respond personally.

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