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Services

Services

Krestline Group works on both sides of a transaction, from the first read of a project to the day the parties are introduced, and stays with the file afterwards.

#01 · Project sponsors

Readiness review

We read your project the way a lender will, against a published checklist, and tell you plainly what is missing before any investor sees it.

  • Permits, contracts and model checked
  • A clear list of gaps
  • Lender-grade checklist
Learn more — Readiness review

#02 · Investors and sponsors

Investor matching

Opportunities are screened against each investor's sectors, geographies, ticket size and instrument, and shown anonymously first.

  • Mandate-based shortlists
  • Anonymous profiles before names
  • Introductions only on a fit
Learn more — Investor matching
A container ship being worked at nightPhoto: Pixabay

#03 · Both sides

Transaction coordination

We run the process through diligence and negotiation: document requests, a diligence checklist, reminders and a record of every step.

  • Six published stages
  • Tracked document requests
  • Every step on the record
Learn more — Transaction coordination

#04 · Introduced parties

Confidential deal rooms

Each introduction gets a private room for messages and documents, opened behind signed confidentiality terms.

  • NDA before access
  • Watermarked documents
  • Data room opens in stages
Learn more — Confidential deal rooms

#05 · Every party

Verification & screening

Every party is identity-checked and screened against sanctions and politically exposed person lists before an introduction.

  • Identity checks
  • Sanctions and PEP screening
  • Recorded with the outcome
Learn more — Verification & screening

#06 · On request

Safekeeping

Where a party asks us to, we hold cash, securities or other assets in safekeeping and issue a numbered receipt that anyone can verify online.

  • Cash, securities or physical assets
  • Numbered receipts with QR codes
  • Status checkable at any time
Learn more — Safekeeping

—  Next step

Start with the route that fits you.

Investors register a mandate; project owners submit an opportunity. Every submission is reviewed by a person before anything moves forward.