MB

Structuring Desk — Zurich · STRUCTURER

Good afternoon, M. Bodocky

Outcome-first structuring across the pilot mandates. Deterministic runs are pinned to a ruleset version.

Synthetic demo data. Wrappers, rules, evidence and scores are fabricated for design review and are not legal, tax or regulatory advice.

Open cases (mine)
4

Across A1, A2 and A3 pilots

Unresolved requirements
3

UNKNOWN with recorded reason

Excluded candidates
5

All carry a reason code

Awaiting reviewer
1

FL-2026-0143 in committee prep

Active cases

Owned by you or awaiting your input

ReferenceCaseUse caseStatusUpdated
FL-2026-0148Nordhaven Mezzanine Receivable Facility

Nordhaven Capital Partners

A1SCORED3h ago
FL-2026-0151Ardent Trade Finance Loan Participation

Ardent Industrial AG

A1GENERATED1d ago
FL-2026-0143Meridian Robotics Growth Equity Stake

Meridian Ventures SCSp

A2IN REVIEW2d ago
FL-2026-0139Prager Quartier Logistics Asset SPV

Kestrel Real Assets

A3INTAKE11h ago
FL-2026-0130Halstead Secondary Co-Investment

Halstead Family Office

A2SELECTED9d ago
FL-2026-0153Untitled private-credit case

A1DRAFT47m ago

Needs attention

Blocking items before committee

  • 3 UNKNOWN requirements on FL-2026-0148

    Depositary, substance and secondary transferability keep two candidates conditional.

    Open validation
  • Withholding memo is UNVERIFIED

    Evidence quality does not upgrade an UNKNOWN requirement to KNOWN.

  • Liechtenstein ruleset under review

    No determination is published for that wrapper in this run.

Recent activity

  • SCORING RUN COMPLETED3h ago

    6 dimensions, weight profile 'Income-first v2'. 3 feasible, 2 conditional, 6 excluded.

  • WEIGHTS CHANGED4h ago

    Tax objective fit 25 → 30; Setup cost 15 → 10.

  • CANDIDATE EXCLUDED4h ago

    EXCL.DIST.NON_EU_NO_PASSPORT — hard rule R-020.

  • CANDIDATE EXCLUDED4h ago

    EXCL.ASSET.INELIGIBLE_PRIVATE_LOAN + EXCL.ASSET.CONCENTRATION_BREACH.

  • GENERATION RUN STARTED4h ago

    9 wrappers evaluated against ruleset-2026.03.1.