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Financing the Growth of Portuguese Companies
Basket Bond Portugal connects businesses with institutional capital to support long-term investment and development
Designed for SMEs and MidCaps
The program is open to companies with ambition, solid financials, and clear development plans
Basket Bond Portugal to support long-term investments
A program to provide you access to capital for your multi-year strategies
Basket Bond Portugal
Basket Bond Portugal is an innovative financing program dedicated to Portuguese SMEs and MidCaps, designed to bridge the gap between growing companies and capital markets — unlocking funding solutions previously accessible only to large corporates.
The program is promoted by ELITE (Euronext Group), Viera de Almeida (VdA), and Tagus STC (Deutsche Bank Group), with the participation of institutional investors and public guarantor support.
How It Works
Through a securitization (ABS) structure, multiple companies issue bonds simultaneously, which are pooled into a single diversified portfolio subscribed by institutional investors. This collective approach reduces costs, accelerates execution, and gives each company access to capital market financing on terms it could not achieve independently.
The goal: channel long-term funding directly into the real economy, supporting the growth, innovation and competitiveness of Portuguese companies.
Maturity: 7 years
Maturity: 7 years
Grace period: up to 24 months
.
Repayment: amortizing structure
.
Target and Benefits
Target Companies
The program is open to Portuguese SMEs and MidCaps that meet the following preliminary criteria
- Annual revenue:
minimum €3 million
- Positive net profit
in the last fiscal year
- Financial autonomy:
equity ratio ≥ 30%
- Leverage:
bank debt ≤ 50% of turnover
- Tax and social security positions:
fully regularised
- Funding purpose:
growth and development projects
Each company's participation will be individually assessed based on its credit profile, financial structure, and development plans.
Benefits for Companies
By joining Basket Bond Portugal, companies gain access to a structured set of advantages:
- Diversification of funding sources
Reduce dependence on bank credit by accessing capital markets and building relationships with institutional investors.
- Long-term planning
Finance multi-year investment plans with a 7-year bond maturity and up to 24 months of grace period, without the pressure of short-term repayments.
- Greater bargaining power
Through a pooled portfolio structure, companies benefit collectively from stronger negotiating leverage with investors.
- Cost efficiency
Fixed costs of bond structuring and issuance are shared across multiple participants, making capital market access genuinely affordable for SMEs.
- Flexibility
Bond terms and settlement conditions can be tailored to each company's financial needs and operational profile.
- Visibility and credibility
Participation in an institutionally sponsored program enhances your company's profile with investors, clients, and business partners.