Data Room Setup

Secure data room setup for financials, collateral, and governance evidence.

Data Room Setup

Data Room Setup is designed to keep early-stage engagement efficient while preserving QFC governance and confidentiality expectations. QFC SPCs are transaction-specific entities that can obtain financing or hold assets (including receivables) for defined purposes. SPCs must appoint at least one director, a secretary, and a Senior Executive Function (SEF).

Clarify what Data Room Setup requires from both the sponsor and the borrower.
Confirm data-handling and disclosure boundaries relevant to Data Room Setup.
Outline next steps and timing once Data Room Setup is completed.

Scope and application

We document who attends, what materials are shared, and the decision points created by Data Room Setup.

Key requirements

Defined transaction purpose and approved use of proceeds
Collateral schedule and cash flow evidence
Governance roles including director, secretary, and SEF accountability

Reporting expectations

Mandate reporting cadence and escalation protocols are confirmed at this stage to maintain SPC transparency.

Next step

Start your mandate intake and receive a tailored execution plan.

Start Mandate Intake