PFC Institutional Execution Model
This document outlines how PFC moves from mandate to monitored portfolio, with a focus on risk controls, investment governance, and reporting discipline.
1. Mandate Alignment
We define sector, ticket size, instrument, concentration limits, and risk tolerances before origination.
2. Origination Pipeline
Each opportunity is screened against mandate fit, repayment capacity, governance quality, and local context.
3. Due Diligence
Commercial, financial, legal, and operational diligence is performed with site verification and management interviews.
4. Risk Structuring
Deal terms are tailored through collateral policy, tenor design, covenant framework, and cash-flow protections.
5. Portfolio Governance
Quarterly reviews track repayment signals, covenant performance, and operational risk flags with escalation protocols.
6. Reporting Cadence
Investors receive structured updates covering performance, exceptions, corrective actions, and next-quarter outlook.
Risk Management Framework
- Pre-investment risk scoring: market, management, liquidity, and compliance dimensions.
- Post-investment monitoring: site cadence, borrower reporting package, and payment behavior tracking.
- Intervention protocol: early warning triggers, turnaround support, and restructuring pathway if needed.
- Confidentiality boundary: only publicly disclosed investee data is used in external material.
Discuss this framework with the PFC team
For mandate-specific detail, request a strategy call and we will respond within 24 hours.