Investment structuring software

From investment outcome to the right structure.

Model, compare and document investment structures across wrappers, jurisdictions and constraints — in one auditable workflow, before a single provider is appointed.

Book a FinLattice introSee how it decides
01Explore more possibilities
02Apply deterministic rules
03Compare feasible alternatives
04Document every decision
Illiquid concentration · Bergmann family officeDEFINE › GENERATE › FILTER › COMPARE › DOCUMENT
3 BINDING CONSTRAINTS · FEASIBLE REGION SHADED
no disposalcontrol retainedLU / CH18-month horizon
16synthetic candidate structures generated
11excluded in this illustrative run
3conditional — assumptions/evidence unresolved
2feasible under the stated illustrative assumptions
The case on screen

“A single holding is most of the balance sheet. We need liquidity for two branches of the family, and selling it is not the plan.”

Principal, single-family office — the situation this page is working through.

Before this becomes a mandate for counsel, an administrator or an issuer, someone has to answer a harder question: which structure is even admissible here, and what does each one cost in tax, time, reporting and control?

Today that answer is assembled from memory, precedent and whoever is in the room. FinLattice generates the full space of structures, applies the rules that govern them, and shows what survives — with the reasoning attached.

01

How it decides

DEFINERequirements enterOutcome, assets, investors, jurisdictions, horizon, red lines. Stated once, in structured form, and reusable across every later question.
GENERATEThe space opensEvery structure the inputs could support, including the ones nobody in the room would have raised. Wrapper-agnostic by construction.
EVALUATERules cut the spaceDeterministic rules evaluate the decision space. Where an outcome depends on external evidence, FinLattice preserves the relevant source lineage and evidence status.
DOCUMENTThe decision is defensibleInputs, rules applied, options eliminated, alternatives compared — exported as a record you can put in front of a board or a regulator.
Synthetic worked example

Candidate structures, rule outcomes, costs, timing and tax values shown below are illustrative assumptions used to demonstrate the FinLattice workflow. They are not quotations, legal/tax conclusions or current market data.

02

Two structures survive. Here is what they cost you.

Trade-offs on the five axes that decide this case. Comparable because every value comes from the same rule set, not from five different providers' brochures.

ALux HoldCo + collateralised loan note
FEASIBLE · DEMO
Luxembourgdebtno external investors
Illustrative setup-cost assumption
€ 95–130k
Illustrative timing assumption
10–14 weeks
Illustrative tax-model assumption
1.1 %
Illustrative operating assumption
Low
Illustrative control assumption
Full
BSingle-asset securitisation compartment
FEASIBLE · DEMO
Guernseynotebankable ISIN
Illustrative setup-cost assumption
€ 55–85k
Illustrative timing assumption
6–9 weeks
Illustrative tax-model assumption
1.8 %
Illustrative operating assumption
Medium
Illustrative control assumption
Full

Values shown are synthetic scenario assumptions for product demonstration. They are not quotations, tax advice, legal conclusions or current market data. FEASIBLE · DEMO means feasible under the stated synthetic assumptions and demo rule set.

03

And the fourteen that did not survive

FinLattice keeps eliminated alternatives visible, together with the reason they were removed. These examples demonstrate rule semantics using synthetic constraints and demo rule identifiers.

Retail evergreen vehicle (ELTIF 2.0)DEMO-R-114Illustrative hard constraint: concentration threshold not satisfiedELIMINATED
Managed account mandateDEMO-R-032Illustrative compatibility constraint not satisfiedELIMINATED
Listed feeder fundDEMO-R-208Illustrative disclosure constraint not satisfiedELIMINATED
Family limited partnership, external LPsDEMO-R-077Illustrative condition: evidence of investor eligibility remains unresolvedCONDITIONAL
Cross-border pledge facilityUNKNOWNIllustrative unknown: required external evidence is not available in the demo rule setUNKNOWN
Feasible under synthetic assumptionsConditional — evidence pendingEliminated — rule citedUnknown — input missing
04 · Independence

No wrapper.
No issuer.
No kickback.

01FinLattice is designed as an independent decision layer, separate from the wrappers and implementation providers being compared.
02The structuring process starts from the desired outcome and constraints, rather than from a predefined product.
03FinLattice is designed to preserve source lineage for evidence-dependent rules and make the reasoning reviewable.
05 · The output

A decision record, not a recommendation

What leaves FinLattice is the document a professional has to defend: the inputs as stated, the rules applied, every option eliminated and why, the alternatives that remain, and what is still unresolved. Signed, dated, and reproducible six months later when someone asks why this structure and not another.

DEMO DECISION RECORD · FL-DEMO-0418v3 · 18 Apr 2026
§1 INPUTSSynthetic scenario · no disposal · control retained · LU/CH · 18 months
§2 GENERATED16 synthetic candidate structures
§3 RULES41 synthetic rule evaluations · evidence status retained
§4 ELIMINATED11 illustrative exclusions, each with the demo rule that removed it
§5 UNRESOLVED3 conditional · assumptions/evidence unresolved
§6 SHORTLISTDemo A · Lux HoldCo + loan note · Demo B · Securitisation compartment
Prepared for: investment committeeExport · PDF / XLSX
06

Who it is for

BUILT FORProfessionals who structure private-market investmentsTeams working through complex mandates that require explicit assumptions, reviewable constraints and a traceable comparison of alternatives.
Family Offices
Investment Managers
Wealth Managers
Structuring Teams
Private Markets Teams
Sponsors / Fund Initiators
Professional Advisors
07

What FinLattice is not

Not an issuerWe do not have a wrapper to sell you, so the result is not shaped by one.
Not a law or tax firmThe output is a structured brief for your advisors, and it makes their work shorter — it does not replace their opinion.
Not a fund administrator or platformOur work ends where implementation begins. We are what happens before a provider is chosen.

Request early access.

We are refining FinLattice with a small group of professional users and representative structuring cases. If you are working through a complex mandate, we would like to hear about it.

Book an introductionChoose a time on the booking page.