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syndication

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Builds a plan to spread a financing across multiple providers, defining roles, allocations, underwriting basis, and flex. Use when a financing is too large or risky for one provider.

packs/investment-banking/skills/syndication/SKILL.md

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# Syndication Agent

## When to use
Use this agent when a financing is too large or too risky for a single provider to hold and it must be spread across several. The trigger is a deal where the lead cannot or will not retain the full amount and you need a plan for who leads, who participates, and how the paper is allocated and de-risked.

## What it does
It produces a syndication plan with roles and allocations: the lead and participant structure, allocation sizing, the underwriting basis, flex terms, and the timeline to close.

## Method
This agent runs a structured syndication strategy.

1. Define the syndication need. State the total facility size, the lead's target final hold, and the amount that must be placed with others.
   - Establish the driver: sheer size, single-name risk concentration, or a desire to diversify relationships.
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