Use case · Infrastructure debt raises
Multi-party diligence workflows. Bidder isolation. Lender consortium management. Auditor access pre-built. The platform handles the people-coordination so the deal team can do the deal.
What's in the room
A toll-road senior debt raise typically pulls in two commercial banks, a DFI, a multilateral guarantee provider, an independent engineer, and an insurance broker — all reviewing in parallel, all asking questions through different streams. TrustDeck routes each thread to the right deal-team owner without you babysitting an inbox.
When a single asset is being sold to one of three competing bidder consortia, each consortium sees only the documents and Q&A relevant to them. Per-room-member toggles for download / print / forward. Revocation + access-expiry built in for the bidder you don't progress.
Add the agent bank, syndicate participants, and the technical advisor with the right read access. Q&A routing rules direct ESG questions to ESG counsel, financial-model questions to the financial advisor, technical questions to the LTA. Replies fan out to everyone watching the thread.
Your Lender's Technical Advisors land on a scoped portal showing only their assigned items, the documents linked to them, and routed Q&A. Per-LTA upload slots so they file the technical report into the right diligence item without navigating folders.
A single deal can layer IFC PR 1-8 + EP4 + a host-country regulator's checklist in the same room. Each template renders as its own stack with its own remove button. Cross-template document linkage means one report can satisfy three reviewers.
Lender's auditor needs to verify chain-of-custody on every document handed over at financial close? The audit log exports as CSV with field-level diffs on every change. Long-term retention matches the credit facility tenor, not your platform subscription.
Technical, financial, legal, ESG — every diligence item carries a stream tag. The Q&A router auto-assigns by stream. A junior associate watches only their stream; the deal partner watches the whole room.
Conditions precedent tracked as a diligence checklist with status (pending / in_progress / submitted / approved). Closing-day evidence (sovereign undertakings, host-country approvals, insurance bindings) lands as immutable acceptances with timestamps that satisfy any post-close review.
Ideal for
Toll roads, ports, transmission lines, water utilities, social infrastructure — multi-tranche debt raises with five-plus parties at the table.
Refinancing a 7-year-old PPP into a longer-tenor facility with a different lender club. New diligence on top of the project's operating history.
A deal that needs a DFI for the credit story, a commercial bank for working capital, and political-risk insurance — three review styles on one dataroom.
Recommended tier
100 rooms, LTA workspaces, Q&A auto-routing by stream, custom-domain hosting (so your dataroom lives at dataroom.yourfirm.com), and priority onboarding. For very large lender clubs or single-tenant deployments, talk to us about Enterprise.
Most coordination overhead in an infra debt raise comes from "where do I send this" and "who needs to see that". Open a free room, layer the diligence structure you want, then invite the syndicate when you're ready.
