Litigation finance is not merely a question of whether capital is available. It is a question of fit.
Different finance providers pursue different jurisdictions, claim types, investment sizes, durations, risk profiles, procedural stages, and economic structures. Yet claimants and law firms often enter the market with little visibility into those distinctions, while funders spend substantial time reviewing matters that fall outside their mandates before meaningful diligence even begins.
The Exchange exists to make that process more intelligent. It is the Institute's professional assessment, preparation, and matching service: a carefully governed platform that helps qualified claimants and counsel understand whether litigation finance may be realistic, present a matter coherently, and identify a limited number of capital providers whose known investment criteria and current appetite appear genuinely aligned. The Exchange is not a public listing board, a pay-to-play directory, or a mass-distribution service, it is designed to reduce wasted effort on both sides of the market.
For Claimants and Counsel
- understand the factors litigation funders are likely to examine;
- identify missing information or weaknesses before approaching the market;
- organize complex matters into a clear financing presentation;
- evaluate whether single-case, portfolio, law-firm, judgment, appeal, or other financing structures may be relevant; and
- reach a focused group of potentially suitable finance providers rather than contacting the market indiscriminately.
For Litigation Finance Providers
- opportunities screened for basic mandate compatibility;
- more complete and consistently organized case information;
- earlier visibility into damages, budget, timing, collectability, counsel, and enforcement considerations;
- fewer irrelevant or duplicative submissions; and
- a confidential channel through which funders may communicate the matters and structures they are actively seeking.
How It Works
STEP 1
Assess
The AI Concierge conducts a structured preliminary interview and organizes the information funders commonly consider, the nature of the claims, procedural posture, damages, litigation budget, expected duration, opposing-party resources, collectability, counsel structure, jurisdiction, and enforcement risk, into an educational, preliminary financeability profile. Not legal advice. Not an investment recommendation. Not a funding decision.
STEP 2
Prepare
Where litigation finance appears realistic, the Exchange may help convert the matter into a concise, professional financing memorandum supported by the documents institutional funders typically require. The objective is not advocacy at any cost, it is clarity: a presentation that lets a sophisticated capital provider understand the opportunity and decide efficiently whether further diligence is warranted.
STEP 3
Match
The Exchange identifies a small number of finance providers whose documented mandates, directly communicated preferences, and current investment appetite appear genuinely compatible with the matter. Introductions are curated and authorized, matters are never distributed indiscriminately.
When useful, the Institute may also assist with communications, information flow, diligence coordination, and comparison of potential financing pathways once a match is identified. Each funder conducts its own independent underwriting, and every claimant remains free to accept, reject, or separately negotiate any proposed arrangement with independent legal advice.
Engagement terms and fees are discussed individually and vary by matter. Details are available directly through the Institute.
How the Institute Sustains Itself
The Exchange plays a role similar to a university's technology-transfer office: a practical, revenue-generating arm that helps sustain a broader institutional mission. When appropriate and permitted, the Institute may receive compensation for successful introductions, assessment work, case-preparation services, research, consulting, or related professional activities. Engagement terms vary according to the nature and complexity of the matter and are discussed directly and disclosed plainly. Revenue from the Exchange supports:
- expanding the Research Library;
- publishing independent market analyses;
- improving AI-assisted assessment and matching tools;
- developing educational programs;
- convening litigators, financiers, academics, judges, insurers, economists, and corporate legal leaders;
- studying emerging financing structures and underserved areas of the market; and
- advancing greater transparency and responsible practice throughout the field.
Independence by design. The Institute's credibility depends on the integrity of its process. Accordingly:
- no funder may purchase preferential placement or ranking;
- compensation does not determine which funders are identified as potential matches;
- confidential matter information is shared only with appropriate authorization;
- the Institute may decline to introduce matters that are incomplete, unsuitable, or unlikely to meet institutional funding criteria;
- any potential compensation arrangement is disclosed clearly; and
- information used for research is aggregated, privacy-protected, and separated from identifiable case materials.
The Institute does not guarantee that a matter will receive funding, and an introduction does not constitute an endorsement by the Institute or an expression of interest by any finance provider.
Commercial activity supports the Institute's mission. It does not define it. That ordering is the whole point.
