Institutional mandates

Institutional mandates, structured for counterparty matching.

A structured marketplace of institutional opportunities. Publish a mandate, define your criteria and identify verified counterparties capable of executing it.

A mandate is the core object on InstitutionalX. It represents something an institution is seeking or offering: capital, assets, distribution, infrastructure or a strategic partnership.

Each mandate is expressed in standardized institutional criteria — asset class, geography, jurisdiction, ticket size, target return, duration, security and distribution objective — so counterparties can qualify an opportunity before any disclosure takes place.

Visibility remains under the control of the publishing institution. Mandates can be public to the verified network, restricted to matched institutions, anonymous until an introduction is accepted, invitation-only or fully private.

Capabilities covered

  • Structured mandate criteria
  • Need to capability matching
  • Anonymous and permissioned visibility
  • Counterparty qualification before disclosure
  • Introduction requests with approval controls
  • Secure deal rooms and indicative terms

Participants

Who uses this part of the network

Allocators

Receive institutional opportunities matched to mandate, ticket size, asset class and geography rather than unfiltered inbound.

Originators

Publish portfolios and forward-flow programmes to qualified institutional buyers and financing partners.

Service providers

Access qualified institutional demand based on the capabilities your organization actually provides.

Live institutional demand

Representative mandates

Private Markets & AssetsIX-10428

Seeking European private credit portfolios

European Asset Manager
Target size
€25M to €50M
Target yield
10%+
Geography
Luxembourg
Distribution
GCC
Active| 13 institutions
View mandate
Private Markets & AssetsIX-28421

Seeking $30M to $60M asset-backed credit portfolios

GCC Institutional Counterparty
Geography
Luxembourg / United Arab Emirates
Ticket
$10M+
Target return
9 to 14%
Duration
12 to 48 months
Active| 11 institutions
View mandate
Capital & FinancingIX-29455

Seeking co-investors for real estate debt facility

European Private Credit Originator
Collateral
Prime logistics assets
LTV
62%
Structure
Senior secured
Active| 7 institutions
View mandate

Questions

Frequently asked

Who can publish a mandate?

Verified organizations approved through the InstitutionalX access review. Participation is limited to professional and institutional counterparties.

Can a mandate remain confidential?

Yes. Institution name, exact size, counterparty identities, documents and commercial terms can each be selectively withheld until an introduction is accepted.

Does InstitutionalX execute transactions?

No. InstitutionalX provides discovery, matching and workflow technology. Execution, diligence and documentation remain with the counterparties and their advisers.

InstitutionalX is designed for professional and institutional counterparties. Access to certain opportunities may be restricted based on jurisdiction, investor classification, product type or regulatory requirements.