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Investment Strategy

A diversified private credit strategy.

Cadi invests in portfolios of small-business receivables generated through revenue-based financing and merchant cash advance transactions. The firm performs independent portfolio analysis and ongoing monitoring while partnering with experienced originators that maintain meaningful economic exposure alongside Cadi. Cadi maintains control rights over each deal and shares in its economics, while its funding partners operate and service each transaction. We maintain live, around-the-clock visibility into every deal across all funding partners.
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Risk mitigation matrix

Risk is managed by design, not by exception.

Each control operates across one or more portfolio dimensions. Specific thresholds are set in the offering documents and disclosed to verified accredited investors; the framework below describes where each control applies.

  • applies

  • not applicable
Control Merchant Funding Partner Originator (ISO) Industry Geography Position Duration
Concentration caps
Priority & seniority screen
Delinquency thresholds
Partner-alignment requirement
Continuous monitoring

Concentration caps

Merchant
Funding Partner
Originator (ISO)
Industry
Geography
Position
Duration

Priority & seniority screen

Merchant
Funding Partner
Originator (ISO)
Industry
Geography
Position
Duration

Delinquency thresholds

Merchant
Funding Partner
Originator (ISO)
Industry
Geography
Position
Duration

Partner-alignment requirement

Merchant
Funding Partner
Originator (ISO)
Industry
Geography
Position
Duration

Continuous monitoring

Merchant
Funding Partner
Originator (ISO)
Industry
Geography
Position
Duration
Together, these controls seek to mitigate idiosyncratic risk while preserving scalable deployment capacity. Alignment of interest with originating partners and Cadi's control rights over each deal sit alongside the limits above.
OVERSIGHT

Live oversight, every deal, every day.

  • Exposure across multiple funding partners

  • Continuous portfolio monitoring

  • Industry concentration limits

  • Live 24/7 access to every deal

  • Geographic concentration limits

  • Alignment with originating partners

  • Merchant-level exposure limits

  • Legal control retained by Cadi
RETURNS

Focused on risk-adjusted returns.

Our objective is not to maximize yield at any cost. It is to generate attractive risk-adjusted returns through disciplined portfolio management, diversification, and active oversight.
PERFORMANCE IS SUPPORTED BY

  • SHORT-DURATION ASSETS

  • CONTINUOUS MONITORING

  • DIVERSIFIED DEPLOYMENT

  • PARTNER ALIGNMENT

  • CONSERVATIVE LIMITS
Past performance does not guarantee future results.
Target returns, realized performance, loss experience, and offering terms are not shown here. They are made available to verified accredited investors through Investor Access.