Redbourne Capital — Business Plan · Print / Save as PDF for a diligence-ready document
Business plan · Private & confidential

Redbourne Capital

A specialist development-lending venture that originates, underwrites and manages high-quality PD / conversion loans for experienced developers — and hands its capital partners a secured, hurdle-protected return that scales.

Powered by GUMO · UK property & company intelligence
Entity Redbourne Capital Heritage Hank Zarihs Associates First capital partner Castle Trust (proposed) Status Live · seeking pilot allocation
Redbourne Capital · powered by GUMOPrivate & confidential
Executive summary

1 Executive summary

Redbourne Capital is an asset-light, fund-manager lending business: we bring proprietary origination, instant underwriting and a specialist product; our capital partners bring the balance sheet. The first partner is Castle Trust; the model is repeatable.

The UK's specialist-lending market has a structural inefficiency: lenders write short-term development and bridging loans, then lose the refinance to a competitor the moment they redeem. They originate manually, underwrite slowly, and monitor blind. Meanwhile a wave of newly-capitalised, PE-backed lenders — Castle Trust among them, following the Sixth Street / Bayview investment — hold a clear mandate to deploy at scale without loosening on risk.

Redbourne solves both. Powered by GUMO — a platform reconciling 18M+ UK companies with their charges, directors, land titles and properties — we find the deals, underwrite them in minutes, and retain the borrower from day-one funding through to the term take-out. Our product is deliberately narrow and defensible: PD / conversion schemes for experienced developers.

£1.25bn
of lending targeted over 3 years, to a £750M standing book
£500M+
development loans already facilitated by the team (10 yrs)
Minutes
to a fully underwritten deal — bar external val & QS

The team has facilitated over £500M of development loans and managed £200M+ of client drawdowns over a decade, and has built GUMO over six years with £600K of the founder's own capital, distilling 35 years of lending judgement into a system. This is not a data start-up; it is an experienced development-finance operator with a proprietary engine.

The ask: a pilot capital allocation from Castle Trust into the conversion product, on a fund-manager basis — a preferred hurdle plus a majority share of the upside for Castle Trust, arrangement fees, carry and a modest management fee for Redbourne — scaling to the three-year plan.

Redbourne Capital · powered by GUMO1 · Executive summary
Market & opportunity

2 The market & the opportunity

A large, fragmented specialist-lending market

UK development and bridging finance is a multi-billion-pound specialist market served by dozens of banks, challengers and debt funds. It is relationship- and broker-led, data-poor and slow: origination is manual, underwriting takes weeks, and monitoring of the live book is largely reactive.

The PD / conversion niche

Permitted-development and change-of-use conversions — office- and commercial-to-residential in particular — are a policy-supported, high-velocity segment favoured by experienced developers: shorter programmes, planning certainty via prior approval, and strong residential exit demand. It is precisely the slice where speed of funding and quality of underwriting win the deal — and where Redbourne concentrates.

The leak — proven, not asserted

Lenders systematically lose their redeemed book. Using GUMO we analysed Castle Trust's own registered charges: of the loans that have redeemed, ~85% were refinanced by another lender — the OneSavings / OSB group alone taking ~70, with Shawbrook and Hampshire Trust ~27 each. Short-term money matures onto term BTL with a rival. That refinance is exactly what Redbourne's term take-out is built to retain.

Newly PE-backed lenders have the capital and the mandate to grow — but growth is constrained by disciplined origination and retention, not by capital. That is the gap Redbourne fills.
Redbourne Capital · powered by GUMO2 · Market & opportunity
The company & the product

3 The company — Redbourne Capital

Redbourne Capital is a fund-manager lending platform. It does not need its own balance sheet: it originates, underwrites, structures, manages and monitors loans on behalf of capital partners, taking fees and a share of the return. It is asset-light, scalable, and its economics improve with volume.

Its edge is the combination of an experienced development-finance team (from Hank Zarihs Associates) and a proprietary technology platform (GUMO). Most lenders have one or the other; Redbourne runs both as a single origination-to-monitoring pipeline.

4 The product

One unique, defensible product: day-one funding and the term take-out on PD / conversion schemes for experienced developers — so the borrower never has to leave.

80%
net day one, capped at 70% of GDV
70% / 90%
term exit — 70% break-up or 90% block value
£1–25M
experienced developers · £5M+ net assets

A second funding line — prime term lending

Beyond the flagship conversion product, Redbourne runs a separate, lower-margin funding line for clearing-bank-quality borrowers on completed residential, semi-commercial and commercial buildings — a distinct mandate matched to lower-cost capital, on which Redbourne retains all fees:

Redbourne Capital · powered by GUMO3–4 · Company & product
The engine & distribution

5 The GUMO engine & data moat

GUMO reconciles the UK's public property and company record into one graph — 18M+ companies matched to their directors, charges, land titles, properties, financials and adverse events, re-scored nightly. It powers Redbourne end-to-end:

The moat is proprietary, reconciled data plus 35 years of lending judgement encoded as underwriting logic — built over 6 years with £600K of the founder's own capital. It is hard to replicate and improves with every deal.

6 Distribution & go-to-market

Redbourne originates from three reinforcing channels: (1) GUMO-sourced opportunities (maturing loans and conversion schemes identified in the data); (2) HZA's established broker and developer relationships and direct outreach; and (3) repeat experienced-developer clients. Deals are exclusive to the partner's book — no leakage to competitors.

Redbourne Capital · powered by GUMO5–6 · Engine & distribution
Partner model & team

7 The capital-partner model

Redbourne operates on a fund-manager basis: the capital partner provides the balance sheet and earns a preferred return; Redbourne originates, underwrites, manages and monitors, earning fees and carry. Castle Trust is the first partner; the structure is designed to be repeatable across multiple partners (and, in time, a managed fund).

TermStructure
Capital partner returnPreferred hurdle — 7% bridging · 6% term
SecurityRedbourne holds the first legal charge (lender of record); partner takes a sub-charge + floating debenture over Redbourne & the book
Margin above hurdleSplit with Redbourne on a volume-tiered carry ladder
Carry ladder (partner : Redbourne)≤£250M 80/20 · £250–750M 70/30 · £750M+ 60/40
Arrangement feesTo Redbourne (manager)
Management fee0.5% of book p.a., quarterly in advance (vs ~2% typical)

The tiered carry aligns Redbourne with the partner's growth mandate — our share rises only as we deploy more of their capital profitably.

8 Team & track record

£500M+
development loans facilitated (10 yrs)
£200M+
client drawdowns managed & monitored
35 yrs
industry experience, encoded into GUMO

An experienced development-monitoring credit team, an established external QS network for on-the-ground oversight, and a founder with 35 years in the market who has invested £600K over six years building the platform. Redbourne pairs seasoned credit judgement with a systematised, scalable engine.

Redbourne Capital · powered by GUMO7–8 · Partner model & team
Financial plan

9 Financial plan

A disciplined ramp: grow the standing book £250M a year to £750M by year three — roughly £1.25bn written as the bridging recycles. Redbourne earns three complementary revenue lines; the partner's return grows in absolute terms at every step.

Illustrative, £/yrYear 1Year 2Year 3
Standing book£250M£500M£750M
Carry tier (partner : RB)80/2070/3060/40
Capital-partner return£21.3M£41.4M£60.3M
— effective yield on capital8.5%8.3%8.0%
Redbourne — management fee£1.25M£2.5M£3.75M
Redbourne — arrangement fees£3.75M£7.5M£11.25M
Redbourne — carry£1.2M£3.6M£7.2M
Redbourne total / yr£6.2M£13.6M£22.2M

Three revenue lines give Redbourne a resilient mix: recurring management fee on AUM, transactional arrangement fees on originations, and performance carry on the margin above the partner's hurdle. Over the three years the partner earns c.£123M on its deployed capital while Redbourne builds to a c.£22M annual run-rate.

Illustrative, on stated assumptions (blended borrower rates ~10% bridging / 7.5% term; hurdles 7% / 6%; arrangement fees 2% / 1.5%; 60/40 bridge/term mix; 0.5% management fee). Rates should be set to the partner's actual pricing and cost of funds; a live interactive model accompanies this plan. Not a forecast of guaranteed returns.

Redbourne Capital · powered by GUMO9 · Financial plan
Risk · roadmap · the ask

10 Risk & mitigants

Credit / asset risk
First charge, conservative day-one ≤70% GDV, experienced-developer gate, staged QS-monitored drawdown, RICS valuation before draw.
Market / absorption
Conversion niche with proven exit demand; block-sale fallback on the take-out; conservative LTVs give headroom.
Key-person
Underwriting judgement is systematised in GUMO, not held in one head; experienced credit + monitoring team.
Partner concentration
Fund-manager model is repeatable across multiple capital partners, reducing reliance on any one.
Data / compliance
Built on public data with clear provenance; AVM always carries a confidence band; external valuation always taken.
Execution
Pilot-first, prove-then-scale ramp; report against the partner's own risk framework from day one.

11 Roadmap

12 The ask

A pilot capital allocation from Castle Trust into the conversion product, on the fund-manager terms set out above. The book, the leak and the economics are already evidenced in the accompanying data pack and model — the pilot simply makes them yours.
Redbourne Capital · powered by GUMO10–12 · Risk · roadmap · ask