Resources

Whitepapers

In-depth research and analysis on alternative asset lending, regulatory frameworks, and implementation strategies for financial institutions.

The Alternative Asset Lending Opportunity
Whitepaper24 pages

The Alternative Asset Lending Opportunity

Credit unions and community banks are leaving billions on the table. While members hold $4.2 trillion in alternative assets, traditional lending...

Market Size AnalysisCompetitive PositioningImplementation Roadmap
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UCC Article 12 Implementation Guide
Whitepaper24 pages

UCC Article 12 Implementation Guide

UCC Article 12 creates the first uniform legal framework for digital asset collateral. With 23 states already adopted and more pending, financial...

Article 12 Adoption StatusControllable Electronic RecordsControl Perfection Method
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UCC Perfection Guide for Financial Institutions
Whitepaper32 pages

UCC Perfection Guide for Financial Institutions

With $4.2 trillion in alternative assets now eligible as loan collateral, proper UCC perfection is critical for financial institutions. This guide...

Control Agreement PerfectionUCC-1 Filing ProceduresArticle 8 vs Article 9 Analysis
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UCC Article 8 and 12 Framework
Whitepaper18 pages

UCC Article 8 and 12 Framework

Traditional securities fall under UCC Article 8 while digital assets require the new Article 12 framework. But what about tokenized securities? This...

UCC Article 8 OverviewUCC Article 12 OverviewSecurities vs Digital Assets
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Private Equity Valuation for Lending
Whitepaper32 pages

Private Equity Valuation for Lending

Private equity holdings represent one of the largest untapped collateral pools for financial institutions. This whitepaper examines the unique...

NAV-Based Valuation ModelsGP/LP Structure AnalysisCapital Call Impact Assessment
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Implementing Pledged-Asset Lending - A Framework for Financial Institutions
Whitepaper38 pages

Implementing Pledged-Asset Lending - A Framework for Financial Institutions

Launching a pledged-asset lending program requires coordinated effort across credit, operations, technology, compliance, and marketing. This...

Strategic Assessment FrameworkAsset Class Selection CriteriaLTV Policy Design
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Alternative Asset Valuation Methodology
Whitepaper28 pages

Alternative Asset Valuation Methodology

How do you value a pre-IPO startup or a private equity fund interest for lending purposes? This technical whitepaper details Aaim's multi-factor...

Multi-Factor Valuation ModelsIlliquidity Discount MethodologyMachine Learning Integration
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Credit Union Alternative Lending Playbook
Whitepaper36 pages

Credit Union Alternative Lending Playbook

Your members are taking their alternative assets to Wall Street because they think you cannot help. This playbook shows credit unions how to launch a...

Program Launch TimelineNCUA Examination PreparationMember Education Strategies
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The Economics of Invisible Wealth
Whitepaper32 pages

The Economics of Invisible Wealth

$20 trillion in alternative assets sits invisible to traditional lending systems. As millennials inherit the largest wealth transfer in history -...

$20 Trillion Market AnalysisGenerational Wealth TransferCompetitive Landscape
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