Isolate a defined private credit or venture debt exposure, document investor priority and manage onboarding, governance, reporting and distributions through one SPV platform. Built for managers and investors executing credit opportunities across borders.
Create a segregated portfolio around a defined credit exposure, with documented facility terms, share classes, governance and distribution priorities.
Invite investors, complete digital identity and compliance checks, issue subscription documents and record commitments through the portal.
Fund the approved facility, maintain portfolio-level records and manage voting, reporting, distributions and ongoing obligations through one operating layer.
Auptimate’s Credit SPV solution brings structuring, capital commitments, facility funding, and ongoing investment operations into one coordinated process.
Vehicle setup
Credit terms
KYC and signing
Capital records
Votes and records
Vehicle lifecycle
Repeated coordination
Multiple advisers and versions
Forms, checks and signatures
Fragmented banking and books
Scattered notices and evidence
Recurring follow-ups and hand-offs
One platform all-in
Vehicle terms, facility sheet and subscriptions
Digital KYC, e-signatures and tracking
Capital tracking, bookkeeping and reporting
Voting, records and formal communications
Registers, monitoring, distributions and filings
Assets and liabilities ring-fenced by portfolio
Preferred dividends and capital before subordinated returns
Electronic voting, records and certificates
Consent-based route to a standalone structure
Four steps to take your credit terms from documentation to a fully operating vehicle
Confirm the borrower exposure, investment terms, return mechanics, investor rights and governance requirements
Create the Credit SPV and prepare the vehicle, facility, subscription and corporate documents.
Complete identity checks, tax self-certifications, subscriptions and electronic signing.
Issue interests, fund the facility and manage records, votes, reporting, distributions and annual obligations.
From investor commitments to capital deployment, hear how managers operated their Credit SPV through one coordinated workflow.
Auptimate is the first platform that makes SPV creation effortless. No more building syndicates from scratch.
Both investors and founders can use it to create syndicates. That’s the cherry on the cake.
With Auptimate, everything from documentation to investor tracking lived in one place. We closed our first SPV in days.
Use a Credit SPV for a defined facility or credit exposure. Consider a private credit fund when investors are committing to a broader portfolio mandate and manager-led deployment model.
You have a specific borrower or facility in mind and investors ready to back it directly.
You have a broader credit mandate and the operating economics to support fund-level infrastructure.
Not sure which structure fits?
Speak with our team about your borrower exposure, investor base, committed capital and operating timeline.
Investor rights can include electronic voting and consent on reserved matters defined in the governing documents. The portal can maintain notices, votes, certificates and formal records to support an audit trail. Investors should still review the voting threshold, matters requiring consent, information rights, conflicts process, amendment powers and enforcement provisions before committing.
A consent-based spin-out may transfer the portfolio’s assets and liabilities into a standalone vehicle while preserving investor holdings and rights on substantially equivalent terms. The process requires the approvals and notices specified in the governing documents, including the applicable investor consent threshold. Tax, regulatory, accounting and transaction costs should be assessed for the proposed transfer.
Review the borrower and facility, security and seniority, portfolio segregation, cash waterfall, investor priority, fees and carry, voting rights, conflicts, reporting, valuation, default and enforcement terms, transfer restrictions and exit mechanics. The SPV structure organises the investment and its governance. It does not replace credit underwriting or independent legal, tax and investment review.
A Credit SPV is often better suited to a defined facility or narrow credit exposure where investors want the asset, rights and economics documented at vehicle level. A private credit fund may be more appropriate when investors are backing a broader mandate and giving the manager discretion to build a portfolio over time. Capital scale, diversification, regulation, operating cost and fundraising model should all inform the choice.
Set up a Credit SPV with defined asset segregation, investor economics, digital governance and ongoing administration for your private credit or venture debt strategy
