Dedicated accounts for everything that comes after the signature: receiving post-deal adjustments, dividends, capital calls, tax payments, rental income and ongoing asset operations. Ring-fenced per purpose or per asset, with audit-ready reporting through PEaX. Works standalone, and works even better connected to our escrow and paying agent services.
This account is not available yet. It is being prepared for launch and will be offered once our PSP license is granted. Our designated accounts and trust services are available today.
Accounts shaped around what comes after closing.
Receiving post-deal adjustments, dividends, capital calls, earn-outs, tax payments: each movement after closing has its own logic, and each gets an account tailored to it rather than retrofitted from a generic operating account.
One account per asset, or one for the family of assets.
Landlords with several properties, family offices, holding companies and similar structures keep rental income, expenses and tax flows segregated per asset, with reporting an accountant or auditor can rely on. Related assets can share one account with per-asset tagging on every transaction.
If we ran your deal, nothing gets handed off.
The account stands on its own: bring proceeds from any deal, assets from any structure. When the deal did run through our other services, funds move straight in with zero re-onboarding and one unbroken audit trail. And once your account is open, every other Psagot Equity service is open to you too.
Every payment documented. Every release reported.
Post-deal and asset cash movements need an audit trail that holds up to ITA queries, board reviews and LP scrutiny. PEaX produces transaction records, quarterly statements and on-demand reports.
Deal proceeds, an asset, or a family of assets; we structure the account accordingly.
Owners, stakeholders or co-investors onboard in parallel through PEaX, from anywhere.
Proceeds received or income collected, reconciled, and tracked per purpose or per asset.
Ongoing disbursements according to the agreed distribution terms, statements to every party, and the exit waterfall at sale where relevant.
