DEER CAPITAL

Banks need their capital back. Insurers need assets that last.
DEER is the bridge — the Standard in every crossing.

Institutional Capital Markets · Guarantee Programmes · By Introduction
The programme is DEEROur capital crosses firstCosts senior · profits juniorEvidence pricesApprove the standard onceManufactured, not foundOne standard · printed · audited The programme is DEEROur capital crosses firstCosts senior · profits juniorEvidence pricesApprove the standard onceManufactured, not foundOne standard · printed · audited
BANKS PRIVATE CREDIT INSURERS OUR CAPITAL CROSSES FIRST
The Claim

The programme is DEER

The opportunity is visible to everyone. The machine is not. Every organ of these programmes is DEER's — the printed conforming standards; the guarantee grammar with institutional secondary backing, confirmed by counsel; the grid engine and the platform that price and police every position; our own economics junior inside every structure — paid last, always; and the seat in the middle, approved by both shores of the bridge. Any of it can be admired. None of it can be assembled by watching.

"Remove DEER, and there is no programme — only assets on one shore, appetite on the other, and no bridge."

About DEER Capital

Purpose-built for institutional capital markets

DEER Capital was founded to solve a fundamental challenge in global banking: how to deliver efficient, transparent, and independently verified capital relief at scale. With billions in structured transactions across debt and equity in the UK and the US — including direct partnerships with sovereign entities — we combine proven execution experience with proprietary technology.

Our Approach

Institutional Rigour

Every structure is built with leading global law firms, independently administered by a top-tier trustee, and rated by internationally recognised CRAs.

Proprietary Technology

DEER OS provides real-time monitoring across every position — eight U.S. patent applications protect our core technology and fund architecture IP.

Alignment of Interest

We are a principal investor in our own fund structures. Our economics are aligned with both bank counterparties and investors.

Transparency

Independent trustee administration, automated covenant monitoring, and full reconciliation reporting ensure every stakeholder has visibility.

The Principals
AE

Avery Egert

CO-FOUNDER & MANAGING PARTNER

Over 25 years of experience in institutional real estate, capital markets, and structured finance origination. Has built and owned large-scale commercial real estate portfolios across office, multifamily, industrial, and mixed-use sectors, with billions in real assets across the US and Europe. Established direct sovereign partnerships, designing bespoke investment platforms that leverage sovereign credit capacity and rated structures to enable institutional-scale capital deployment. Architect of the DEER Capital platform including its proprietary technology and patent-protected IP portfolio.

MS

Mark Sonnenschein

CO-FOUNDER & MANAGING PARTNER

Over 25 years of experience in institutional real estate, structured debt, and essential infrastructure. Has structured and executed billions in debt and equity transactions across the United States, including complex capital structures around large-scale asset acquisitions, recapitalisations, and operating platforms. Deep expertise in structuring leverage solutions for essential-use real asset portfolios, with a career defined by disciplined underwriting, long-dated capital structures, and hands-on operational execution across multiple asset classes.

Operational Infrastructure

Institutional-grade governance

Legal Architecture

Designed by a global top-five law firm with deep capital markets and regulatory capital expertise.

Independent Administration

U.S. Bank serves as trustee and collateral administrator — the #1 global CLO trustee.

The Platform

An institutional architecture for rated capital relief

DEER Capital operates a capital markets platform delivering investment-grade rated capital relief for global banks across multiple asset classes. The fund is independently rated, independently administered, and monitored in real time by our proprietary DEER OS technology.

How It Works
01

Bank Engagement. We work with global systemically important banks to structure rated capital relief on their existing balance-sheet exposures — across whole-loan and derivative portfolios.

02

Rated Fund Structure. The capital solution is delivered through an investment-grade rated structure, independently administered by U.S. Bank as trustee and collateral administrator.

03

Independent Monitoring. DEER OS — our proprietary, patent-protected technology — independently computes every covenant test and monitors fund performance in real time.

04

Investor Access. Institutional investors access investment-grade rated positions backed by diversified bank reference portfolios, with full transparency through independent trustee reporting and DEER OS surveillance.

Platform Architecture

How capital flows

BANKS
RWA Reduction · CET1 Released · Economics Preserved · Non-Securitisation
D
DEER CAPITAL
Rated Fund · DEER OS · U.S. Bank Trustee · Clifford Chance
INVESTORS
IG Rated Notes · MA Eligible · Low SCR · Capital-Adjusted Yield
Legal Architecture

Structured by Clifford Chance

The DEER Capital platform is built on a legal architecture designed by Clifford Chance LLP — one of the world's leading law firms in structured finance, regulatory capital, and bank balance sheet optimisation. With deep expertise across CRR/CRD, Basel III/IV, Solvency II, and PRA/ECB supervisory frameworks, Clifford Chance has been instrumental in designing the fund's structure to achieve bilateral CRM treatment, ensuring banks retain full economic ownership while obtaining genuine capital relief.

Regulatory Capital

CRR Article 114 structuring, RWA optimisation, PRA and ECB regulatory engagement.

Structured Finance

CLN architecture, fund documentation, multi-jurisdictional programme design.

Basel & Solvency

Basel III/IV compliance, Solvency II eligibility, cross-border regulatory treatment.

Asset Class Coverage

Multi-asset flexibility

Whole Loans

Capital relief across diversified loan portfolios including corporate, real estate, and specialist lending.

Derivatives

Capital relief on derivative portfolios — a capability traditional approaches cannot efficiently address under Basel 3.1.

Multi-Currency

Structures across GBP, EUR, and USD exposures, with appropriate regulatory treatment in each jurisdiction.

Scalable Series

Segregated compartment architecture allows each bank programme to operate independently within the fund.

I
For Banks

Capital returned, through investment-grade structures

The final Basel framework asks banks to hold ever more capital against their safest portfolios — on a published calendar. DEER writes guarantee programmes on conforming, prime portfolios: untranched, at programme scale, for terms measured in decades. Structures are built to the recognised credit-risk-mitigation standards, with institutional secondary backing behind DEER as guarantor of record.

"Their number rises every year. Ours does not."

Programme, not transaction

One approval, one printed standard, a revolving covered amount. Portfolios roll in and out beneath a fixed umbrella; the programme runs for its full term.

Approve the standard once.

A fixed ratio in a tightening rulebook

Substitution to investment-grade cover holds a portfolio's treatment steady while phased rules move everyone else's number, year after year.

Certainty, for decades.

Economics preserved

Customers, servicing, margin and relationships stay exactly where they are — with the bank. Only the capital burden moves.

Only the burden crosses.
II
For Private Credit

Your book, carried to investment grade

Private credit built the assets; DEER builds the bridge that lets regulated, long-term capital hold them. Senior portfolios are wrapped under a printed conforming grid — evidence in, price out — with the manager's own capital standing first and the structure doing the credit work. What emerges is investment-grade paper institutional books can buy at scale, while the manager keeps the origination, the relationships, and the equity economics.

"We never argue about a price. We point at where the line sits — and at what evidence moves it."

The grid, not a negotiation

A printed price ladder set by seniority, rating and completeness of file. Complete files earn the standard's best terms — automatically.

Evidence prices.

Underwrite once, sample forever

The standard is approved once; every portfolio thereafter arrives pre-underwritten, policed by independent verification on a fixed cadence.

Speed with discipline.

Your upside stays yours

The wrap carries the senior; the manager's junior keeps the spread it always earned. Structure moves risk — never ownership.

The carry is the manager's.
III
For Insurers

Assets that last, manufactured to order

Annuity and pension books need long, fixed, investment-grade cashflows the market does not supply in size. DEER manufactures them: fixed-diary, eligibility-clean paper engineered from the ground up for regulated long-term books — and contractual programme income earned by a signature, standing behind structures where the 1-in-200 stress is designed to be absorbed above your attachment.

"You are buying a curve, not a bond."

Fixed-diary paper

Dated, fixed coupons with prepayment risk engineered out before the note reaches you — designed against the eligibility checklist, not retrofitted to it.

Built for the book that holds it.

Fee income at minimal capital

Programme participations structured as dated notes: contractual income for decades, behind layered protection funded before any profit distributes.

Costs senior. Profits junior.

The funder's seat

First look on new asset programmes at printed forward-flow terms — duration sourced by design rather than by scramble.

Manufactured, not found.
IV
The Mortgage Platform

The Long Fix — Britain's missing mortgage, built

America fixes for thirty years. Denmark has for a century. Britain re-prices every two to five — not because borrowers want it, but because nobody ever built the standing takeout that makes the long loan writable. DEER built it: an origination standard, fixed-diary funding engineered for regulated long-term books, and a product family designed for how households actually live — fixed for the life of the loan, with the freedom to step down priced honestly rather than pretended free.

"Nobody built the takeout. So we did."

Certainty & Freedom

Two products, one honest trade: a payment fixed for the life of the loan — or the same certainty with a paid right to refinance down when rates fall. Priced for what each is worth, never pretended free.

Certainty is sold, not promised.

The 15 / 25 / 30 ladder

Three terms from one programme, priced over the matching gilt — filling three duration buckets of an annuity book from a single origination standard.

Three durations, one machine.

The standing takeout

Gated blocks delivered at printed forward-flow terms to long-term funders — the missing organ that has kept Britain's long fix unwritten for fifty years.

The reason it now exists.
V
How We Work

One standard, printed, audited

Every DEER programme runs on the same architecture — the way every enduring credit institution has ever worked.

I

A printed conforming standard — eligibility, concentration limits, pricing — agreed once, governing everything that follows.

II

Our economics junior in every structure — paid last, after every backer is whole. We are never a fee collector standing outside the risk: the residual is ours only when everyone above us is paid.

III

Costs rank senior: protection funds before any profit distributes, from the programme's own premium.

IV

Printed triggers that operate without discretion, policed by independent verification on a fixed cadence.

V

Institutional secondary backing behind DEER as guarantor of record — confirmed by counsel, directly enforceable.

VI

Evidence prices. Complete files earn the standard's best terms; the grid, not a negotiation, decides.

The Machine, Live

DEER OS

Every programme runs on one system — a desk per counterparty, nothing shared, everything logged.

SurveillanceVerificationGrid EngineSolvency II AnalyticsReportingTrustee Reconciliation

Platform access by provision only — each login opens only its own desk

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