SSOVEREIGN OAKCAPITAL
Zurich waterfront financial district framed by a mature oak tree

Institutional capital architecture

A Better Way to Capitalize $10M+ Transactions

Bypass dilutive equity and slow private equity raises with direct, credit-enhanced Joint Venture financing backed by Tier-1 Swiss banking allocations.

Request Legal & Banking Protocol Explore the framework

$10M+

Minimum deal size

12% / 15%

Leasing or purchase path

70-80%

Typical monetization split

A note from the founder

Built by a dealmaker who knew the bottleneck.

From the desk of David Berhan

I spent over 12 years in mergers and acquisitions as an accountant by trade—managing deal flow, conducting financial audits, and getting complex transactions across the finish line.

Like most dealmakers, I spent far too many years hitting the same wall: raising traditional capital to close multi-million dollar deals. Traditional equity raises are slow, highly dilutive, and often kill great transactions before they close.

Everything changed when my mentor connected me directly with one of the largest Swiss family offices in Europe. Rather than chasing private equity or broker networks, we now use a credit-enhanced Joint Venture framework that finances large-scale projects directly.

David Berhan

Founder & CEO

The capital framework

How we finance $10M+ projects

Three coordinated pillars replace fragmented intermediary chains with a direct institutional execution path.

01 / CREDIT

Tier-1 Swiss Credit Enhancement

  • Deferred-payment SBLCs backed by top-tier European institutions.
  • Leasing program priced at 12%; purchase structures priced at 15%.
  • Streamlined execution without third-party friction.
02 / SECURITY

Refundable Reservation & Escrow

  • €60,000 per €100M SBLC is a reservation deposit—not a fee—and is held in an insulated U.S. Law Firm IOLTA account.
  • The reservation deposit is returned after the monetizer completes payment.
  • The sponsor has five business days after verified delivery to remit the required program payment.
03 / OUTPUT

Monetized JV Capital

  • Our trusted monetizer typically completes payment within 5–7 business days after verified delivery and acceptance.
  • Monetization is commonly modeled between 70-80% subject to final acceptance.
  • JV proceeds can be allocated by project participation or agreed distribution terms.

JV economics

Two clear ways to work together.

Choose a project-specific Joint Venture or a documented proceeds-sharing arrangement. In either path, roles, economics, controls, and distributions are agreed before execution.

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Option 01

Project Joint Venture

We participate with the sponsor in one qualifying project. The definitive agreement establishes contributions, responsibilities, governance, use of funds, risk allocation, and distributions.

One project · Shared execution · Agreed economics

Option 02

Share the Proceeds

We agree in writing how net monetization proceeds will be allocated. Eligible costs, timing, payment sequence, reporting, and each party’s share are documented before capital movement.

Defined allocation · Clear waterfall · Written controls

12%

Leasing fee

Standard leasing/licensing program fee for the SBLC structure, documented before bank-to-bank engagement.

15%

Purchase option

Purchasing economics may be structured at fifteen percent when the transaction calls for instrument acquisition.

70-80%

Monetization split

Sovereign Oak coordinates the monetization aspect, with liquidity commonly modeled between seventy and eighty percent subject to acceptance and final terms.

Reservation

€60,000 per €100M

A refundable reservation deposit held in a U.S. Law Firm IOLTA account and returned after the monetizer completes payment.

Payment window

5 business days

The required program payment must be remitted within five business days after verified delivery.

Extension protection

€10,000 per 5 days

Each additional five-business-day period costs €10,000, up to a maximum total window of 20 business days, protecting the provider’s investment.

Investment criteria

Target sectors

Focused on tangible, scalable projects with institutional-grade documentation and capital requirements of at least $10M USD or EUR.

01

Commercial Real Estate

Multi-family, mixed-use, hospitality, and development projects.

Minimum $10M
02

Infrastructure

Public-private partnerships, logistics, transportation, and essential systems.

Minimum $10M
03

Energy

Renewables, oil and gas, storage, and green transition projects.

Minimum $10M
04

Technology & Enterprise

Growth-stage technology, data infrastructure, and enterprise systems.

Minimum $10M

Institutional engagement protocols

Legal clarity before capital movement.

To protect all parties and maintain strict institutional confidentiality, serious project sponsors must bring legal counsel or direct legal representation to the initial discussion. The chosen JV or proceeds-sharing path, refundable reservation, payment timeline, extension terms, monetization responsibilities, and allocation mechanics are documented before execution.

Download client offer
  1. 1

    Step 1

    Initial Counsel Alignment

    Sponsor and legal counsel meet directly with David Berhan.

  2. 2

    Step 2

    Documentation & Protocol Review

    Review SWIFT protocols, IOLTA escrow agreement, leasing, purchase, and JV terms.

  3. 3

    Step 3

    Reservation & SWIFT Transmission

    The €60,000 per €100M reservation deposit is held in a U.S. Law Firm IOLTA account before MT799/MT760 issuance.

  4. 4

    Step 4

    Monetization & Project Capitalization

    After verified delivery, our trusted monetizer typically completes payment within 5–7 business days; the reservation deposit is then returned.

Private sponsor intake

Initiate Legal & Banking Protocol Review

This intake is for project principals, direct mandates, and their legal counsel. Please do not submit confidential project documents through this form.

$10M minimum capital requirement
12% leasing or 15% purchase program economics
Refundable €60,000 per €100M reservation deposit
Five-business-day payment window
JV proceeds and monetization terms agreed in writing
Institutional documentation required

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