Capital Stack Design

Origination. Structuring. Placement.

We design and place capital stacks that institutional investors can underwrite. Non-dilutive debt, project finance, structured products — all built on a foundation of risk transfer, tax optimization, and rated structures.

The Problem

The right capital exists.
It's just not your bank.

Most climate infrastructure sponsors meet capital that doesn't fit. Their commercial bank underwrites only the safest assets. Their private credit lender wants too much equity dilution. Their advisor knows three institutions but not the one that would price this deal correctly.

The financing exists — it just lives across a fragmented landscape of family offices, sovereign wealth funds, infrastructure platforms, insurance balance sheets, and private credit specialists. Reaching it requires both the structure to qualify and the network to access.

What We Do

The full capital lifecycle.

01

Origination

We assess the asset and design the financing thesis — what kind of capital fits, on what terms, and how the deal needs to be structured to meet institutional underwriting.

02

Structuring

Capital stack design integrating senior debt, mezzanine, tax equity, insurance enhancement, and sponsor equity. Modeled to clear specific institutional underwriting thresholds.

03

Documentation

NRSRO-grade rating models, offering memoranda, term sheets, and due diligence packages — institutional-quality documentation built for the placement process.

04

Placement

We engage qualified institutional investors from our global network — managing the full process through to close. Sponsors meet capital that prices their deal correctly.

Investor Network Access

A global network of qualified capital.

Pre-engaged institutional investors evaluating Edge transactions on terms aligned to their mandates.

Institutional Investors

Pensions, endowments, sovereign wealth, insurance balance sheets — long-duration capital aligned with infrastructure mandates.

Private Credit

Direct lenders and credit funds providing senior, mezzanine, and unitranche financing for specialty situations.

Family Offices

Multi-generational private capital with flexible mandates — often willing to take on complexity that institutional investors won't.

Public Markets

Bond market access via NRSRO-rated structured products — opening institutional bid pools no private placement reaches.

What Sponsors Gain

Outcomes that matter.

Non-Dilutive Capital

Debt structured around the asset, not against equity dilution. Sponsors preserve ownership and upside.

Investment-Grade Pricing

Insurance-enhanced and tax-optimized structures qualify for NRSRO ratings — driving down all-in cost of capital.

Predictable Process

A defined timeline, structured documentation package, and pre-qualified investor list — not a fishing expedition.

Strategic Optionality

Edge structures that anticipate future capital needs — refinancing options, follow-on rounds, exit pathways.

Frequently Asked

About engaging Edge for capital stack design.

Typically $25M to $1B+. Below that range, the cost of bespoke structuring usually outweighs the benefit. Above it, our work scales naturally — many transactions involve multiple capital sources and tranches.
Where required, securities-related services are conducted through Risk Capital Partners and other registered partner entities. Edge itself operates as a structuring and advisory firm.
A combination of milestone-based retainer and a success fee tied to capital raised. Specific structure varies by engagement — we'll outline it transparently in our engagement letter.
Often we work alongside them. Edge typically structures the parts of a transaction that don't fit conventional channels — and many of our deals are co-led or syndicated with sponsor banks.

Have a transaction that needs capital?

30-minute call. We'll tell you whether Edge is the right fit and what we'd structure differently.

Book Discovery Call → View Transactions