Institutional desk
Main Street paper, pooled and reported.
Small-business credit and equity, originated locally and serviced to institutional standard from the first deal, so it can be pooled, tranched and rated.
Structured family
Three instruments for institutional accounts
Shown to institutional accounts only. Retail investors see these in Learn.
Main Street Pass-Through Notes
Catalytic First-Loss Sleeve
CRA Main Street Notes
Who it's for
Built for the balance sheets that fund Main Street
CRA Main Street notes matched to your assessment areas, with loan-level reporting.
Rated pass-through tranches once 24–36 months of loan-level performance history are in.
Catalytic first-loss commitments and program-related investments that pull in senior capital.
The MSSX Retirement Income Sleeve for 401(k) and IRA menus, pending the DOL safe harbor.
Model allocations to MSSX indexes, interval funds and the private fund for client accounts.
Sequencing
How the capital unlocks
Every deal is serviced to pass-through standard from day one, so the data is ready when ratings are.
Now
Catalytic First-Loss, CRA Notes, Opportunity Fund, Vendor & Anchor Notes, Patron Equity
12–24 months
Retirement Income Sleeve, Succession Notes, EB-5 Regional Center Fund
24–36 months
Rated Pass-Through Notes, once loan-level performance history supports ratings
Early access
Talk to the institutional desk.
Tell us about your mandate. We'll follow up with the program design, reporting samples and timing.