deal-structuring

Name: deal-structuring
Availability: InStock
Author: joeyjoziah

Structure secured financing and equity deals with collateral, intercreditor, and covenant terms.

Updated Aug 13, 2025

Search Tags:#collateral #covenants #deal-structuring #preferred-equity #intercreditor #secured-lending #ucc-liens

Ready to run

npx skills add https://github.com/JoeyJoziah/investment-analysis-platform --skill deal-structuring-joeyjoziah

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: deal-structuring
Source: https://github.com/JoeyJoziah/investment-analysis-platform/tree/main/.claude/skills/deal-structuring
Command: npx skills add https://github.com/JoeyJoziah/investment-analysis-platform --skill deal-structuring-joeyjoziah

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It helps investors, lenders, and deal teams turn complex financing and investment terms into a clear, enforceable structure by organizing collateral, priority, covenants, and ownership terms.

Core Features & Use Cases

Secured lending design: collateral types, advance rates, perfection steps, and borrowing-base logic.
Intercreditor planning: senior and junior priority, standstill terms, payment blockage, and purchase options.
Equity structuring: preferred and common equity terms, governance rights, vesting, and transfer protections.
Use case: prepare a financing memo for a growth company that needs a senior facility plus a minority equity round.

Quick Start

Ask the skill to structure a middle-market financing with collateral, intercreditor, and covenant recommendations for the deal you are evaluating.

Frequently Asked Questions about deal-structuring

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I structure a secured lending deal with collateral and UCC lien perfection?▼

You structure a secured lending deal by organizing collateral types, advance rates, and borrowing-base logic alongside UCC lien perfection steps. This process ensures your financing structure maintains priority and control over pledged collateral assets.

What is an intercreditor agreement and how do payment blockage provisions work?▼

An intercreditor agreement defines senior and junior priority, standstill terms, payment blockage, and purchase options between lenders. Payment blockage provisions temporarily stop junior debt payments when senior debt defaults, protecting the priority lender's claims.

How do I design preferred equity terms for a minority equity round?▼

Design preferred equity terms by structuring governance rights, vesting schedules, and transfer protections alongside ownership preferences. This approach establishes clear control and economic rights for minority investors participating in the equity round.

Can I use this deal structuring approach for a middle-market growth company needing both senior debt and equity?▼

Yes, this deal structuring approach applies to middle-market growth companies needing a senior facility plus a minority equity round. It combines collateral eligibility analysis, covenant drafting, and equity terms into one enforceable financing memo.

What reporting covenants and risk-mitigation terms do I need for collateral package design?▼

Reporting covenants and risk-mitigation terms for collateral package design require priority and control planning alongside regular financial reporting obligations. These terms enforce ongoing borrower compliance and protect lender collateral rights throughout the facility.