Mezzanine Debt & Subordinated Financing Application

Securing mezzanine debt or subordinated financing requires detailed disclosure and structured documentation. This Mezzanine Debt & Subordinated Financing Application template helps mid-market companies, private equity firms, and investment managers streamline the application process for hybrid capital solutions.

Built for financial advisors, CFOs, investment managers, and private equity professionals, this form captures essential company information, financial performance data, capital structure details, and financing terms—including payment-in-kind (PIK) toggle features, equity kicker warrants, and intercreditor agreement acknowledgments.

Paperform makes it easy to create professional, secure financial applications that reflect your brand. Use conditional logic to reveal relevant sections based on financing type, integrate submissions directly into your CRM or deal pipeline via Stepper workflows, and capture eSignatures through Papersign for intercreditor acknowledgments and term sheet acceptance.

Whether you're a mezzanine lender evaluating new opportunities, a corporate finance team seeking growth capital, or an advisor managing client applications, this template provides the structure and flexibility needed for complex subordinated financing transactions—all without writing a single line of code.