Services
Services
Krestline Group works on both sides of a transaction, from the first read of a project to the day the parties are introduced, and stays with the file afterwards.
#01 · Project sponsors
#01 · Project sponsors
Readiness review
We read your project the way a lender will, against a published checklist, and tell you plainly what is missing before any investor sees it.
- Permits, contracts and model checked
- A clear list of gaps
- Lender-grade checklist
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#02 · Investors and sponsors
#02 · Investors and sponsors
Investor matching
Opportunities are screened against each investor's sectors, geographies, ticket size and instrument, and shown anonymously first.
- Mandate-based shortlists
- Anonymous profiles before names
- Introductions only on a fit
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#03 · Both sides
Photo: Pixabay#03 · Both sides
Transaction coordination
We run the process through diligence and negotiation: document requests, a diligence checklist, reminders and a record of every step.
- Six published stages
- Tracked document requests
- Every step on the record
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#04 · Introduced parties
#04 · Introduced parties
Confidential deal rooms
Each introduction gets a private room for messages and documents, opened behind signed confidentiality terms.
- NDA before access
- Watermarked documents
- Data room opens in stages
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#05 · Every party
#05 · Every party
Verification & screening
Every party is identity-checked and screened against sanctions and politically exposed person lists before an introduction.
- Identity checks
- Sanctions and PEP screening
- Recorded with the outcome
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#06 · On request
#06 · On request
Safekeeping
Where a party asks us to, we hold cash, securities or other assets in safekeeping and issue a numbered receipt that anyone can verify online.
- Cash, securities or physical assets
- Numbered receipts with QR codes
- Status checkable at any time
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— Next step
Start with the route that fits you.
Investors register a mandate; project owners submit an opportunity. Every submission is reviewed by a person before anything moves forward.





